|
1951
|
|
$75K
|
–
|
–
|
–
|
|
|
1952
|
Field & Main Bank
Henderson,
Kentucky
|
$75K
|
–
|
–
|
–
|
|
|
1953
|
Westside Investment Management
Santa Monica,
California
|
$74.9K
|
–
|
–
|
–
|
|
|
1954
|
Gleason Group
Prospect,
Kentucky
|
$74K
|
+$181
|
+1
|
+0.3%
|
|
|
1955
|
Lee Financial
Dallas,
Texas
|
$72K
|
+$3.25K
|
+18
|
+5%
|
|
|
1956
|
Castleview Partners
Dallas,
Texas
|
$71K
|
+$69K
|
+382
|
New
|
|
|
1957
|
Creative Financial Designs
Kokomo,
Indiana
|
$70K
|
–
|
–
|
–
|
|
|
1958
|
Highlander Capital Management
Short Hills,
New Jersey
|
$70K
|
–
|
–
|
–
|
|
|
1959
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$70K
|
–
|
–
|
–
|
|
|
1960
|
Tacita Capital
Toronto,
Ontario, Canada
|
$67K
|
–
|
–
|
–
|
|
|
1961
|
Tarbox Family Office
Newport Beach,
California
|
$64K
|
-$38.8K
|
-215
|
-39%
|
|
|
1962
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$64K
|
–
|
–
|
–
|
|
|
1963
|
Financial Advantage
Columbia,
Maryland
|
$63K
|
–
|
–
|
–
|
|
|
1964
|
Financial Connections Group
Corte Madera,
California
|
$62K
|
–
|
–
|
–
|
|
|
1965
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$61K
|
–
|
–
|
–
|
|
|
1966
|
Larson Financial Group
St Louis,
Missouri
|
$59K
|
–
|
–
|
–
|
|
|
1967
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$59K
|
+$57.1K
|
+316
|
New
|
|
|
1968
|
Professional Financial Advisors
North Platte,
Nebraska
|
$56K
|
–
|
–
|
–
|
|
|
1969
|
West Bancorporation
West Des Moines,
Iowa
|
$56K
|
–
|
–
|
–
|
|
|
1970
|
AllSquare Wealth Management
Albany,
New York
|
$56K
|
+$23.7K
|
+131
|
+78%
|
|
|
1971
|
EARNEST Partners
Atlanta,
Georgia
|
$55K
|
–
|
–
|
–
|
|
|
1972
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$54K
|
+$52K
|
+288
|
New
|
|
|
1973
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$53K
|
+$50.9K
|
+282
|
New
|
|
|
1974
|
Hoese & Co
Glencoe,
Minnesota
|
$52K
|
–
|
–
|
–
|
|
|
1975
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$51K
|
-$1.99K
|
-11
|
-4%
|
|
