|
1951
|
|
$377K
|
+$221K
|
+1,371
|
New
|
|
|
1952
|
Madison Wealth Partners
Madison,
Wisconsin
|
$376K
|
+$3.71K
|
+23
|
+1%
|
|
|
1953
|
MCF Advisors
Covington,
Kentucky
|
$375K
|
+$119K
|
+738
|
+47%
|
|
|
1954
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$375K
|
-$1.02M
|
-6,346
|
-73%
|
|
|
1955
|
Ransom Advisory
Providence,
Rhode Island
|
$375K
|
-$8.88K
|
-55
|
-2%
|
|
|
1956
|
Quantum Financial Advisors
El Segundo,
California
|
$374K
|
+$16.3K
|
+101
|
+5%
|
|
|
1957
|
Close Asset Management
London,
United Kingdom
|
$373K
|
+$17.3K
|
+107
|
+5%
|
|
|
1958
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$373K
|
+$32.8K
|
+203
|
+10%
|
|
|
1959
|
Whipplewood Advisors
Littleton,
Colorado
|
$372K
|
-$22.3K
|
-138
|
-6%
|
|
|
1960
|
Bayesian Capital Management
Brooklyn,
New York
|
$372K
|
+$371K
|
+2,300
|
New
|
|
|
1961
|
Diametric Capital
Boston,
Massachusetts
|
$370K
|
+$100K
|
+622
|
+37%
|
|
|
1962
|
Simmons Bank
Pine Bluff,
Arkansas
|
$369K
|
+$32.3K
|
+200
|
+10%
|
|
|
1963
|
Oakworth Capital
Birmingham,
Alabama
|
$369K
|
–
|
–
|
–
|
|
|
1964
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$367K
|
–
|
–
|
–
|
|
|
1965
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$367K
|
+$31.8K
|
+197
|
+10%
|
|
|
1966
|
Fortem Financial Group
Palm Desert,
California
|
$367K
|
-$98.4K
|
-610
|
-21%
|
|
|
1967
|
Willis Johnson & Associates
Houston,
Texas
|
$366K
|
+$19K
|
+118
|
+6%
|
|
|
1968
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$362K
|
+$361K
|
+2,237
|
New
|
|
|
1969
|
PUREfi Wealth
Boston,
Massachusetts
|
$362K
|
+$9.04K
|
+56
|
+3%
|
|
|
1970
|
|
$361K
|
+$361K
|
+2,234
|
New
|
|
|
1971
|
Nova Wealth Management
Bonita Springs,
Florida
|
$360K
|
-$52.4K
|
-325
|
-13%
|
|
|
1972
|
Keynote Financial Services
Vernon,
Connecticut
|
$359K
|
–
|
–
|
–
|
|
|
1973
|
Dash Acquisitions
Woodland Hills,
California
|
$358K
|
–
|
–
|
–
|
|
|
1974
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$358K
|
-$16.5K
|
-102
|
-4%
|
|
|
1975
|
Lodestone Wealth Management
Spokane,
Washington
|
$357K
|
-$22.6K
|
-140
|
-6%
|
|
