|
1951
|
Macroview Investment Management
Bethesda,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
1952
|
Enterprise Trust & Investment
Los Gatos,
California
|
$12K
|
+$13.5K
|
+240
|
New
|
|
|
1953
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
1954
|
Rise Advisors
Rochester,
New York
|
$11K
|
+$561
|
+10
|
+5%
|
|
|
1955
|
Steward Financial Group
Colleyville,
Texas
|
$11K
|
+$13.5K
|
+240
|
New
|
|
|
1956
|
Financial Avengers
Oakland,
California
|
$9K
|
–
|
–
|
–
|
|
|
1957
|
TimeScale Financial
Danvers,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
1958
|
Tortoise Investment Management
White Plains,
New York
|
$9K
|
+$10.1K
|
+180
|
New
|
|
|
1959
|
Kelly Financial Services
Braintree,
Massachusetts
|
$8.9K
|
+$561
|
+10
|
+6%
|
|
|
1960
|
Financial Connections Group
Corte Madera,
California
|
$8K
|
–
|
–
|
–
|
|
|
1961
|
Castle Wealth Management
West Palm Beach,
Florida
|
$8K
|
+$9.54K
|
+170
|
New
|
|
|
1962
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$8K
|
+$9.54K
|
+170
|
New
|
|
|
1963
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$7K
|
-$20.8K
|
-370
|
-71%
|
|
|
1964
|
WFA of San Diego
San Diego,
California
|
$7K
|
+$7.86K
|
+140
|
New
|
|
|
1965
|
Worth Asset Management
Dallas,
Texas
|
$6K
|
-$52.2K
|
-930
|
-89%
|
|
|
1966
|
Pacific Center for Financial Services
San Ramon,
California
|
$6K
|
+$7.3K
|
+130
|
New
|
|
|
1967
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$5.76K
|
+$6.74K
|
+120
|
New
|
|
|
1968
|
Berkshire Capital Holdings
San Jose,
California
|
$5K
|
–
|
–
|
–
|
|
|
1969
|
Eukles Asset Management
Cincinnati,
Ohio
|
$5K
|
–
|
–
|
–
|
|
|
1970
|
FSC Wealth Advisors
Fishkill,
New York
|
$5K
|
–
|
–
|
–
|
|
|
1971
|
Trust Company
Manhattan,
Kansas
|
$5K
|
–
|
–
|
–
|
|
|
1972
|
Your Advocates Ltd
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
1973
|
Strategic Asset Management
Rochester,
Minnesota
|
$5K
|
+$561
|
+10
|
+11%
|
|
|
1974
|
Avion Wealth
The Woodlands,
Texas
|
$5K
|
+$2.81K
|
+50
|
+83%
|
|
|
1975
|
Tevis Investment Management
Plano,
Texas
|
$5K
|
+$5.61K
|
+100
|
New
|
|
