|
1951
|
Janiczek Wealth Management
Denver,
Colorado
|
$60K
|
–
|
–
|
–
|
|
|
1952
|
Worth Asset Management
Dallas,
Texas
|
$60K
|
–
|
–
|
–
|
|
|
1953
|
SOA Wealth Advisors
New York
|
$59K
|
-$21.9K
|
-104
|
-24%
|
|
|
1954
|
O'Dell Group
Cincinnati,
Ohio
|
$56K
|
–
|
–
|
–
|
|
|
1955
|
|
$55K
|
–
|
–
|
–
|
|
|
1956
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$54K
|
-$632
|
-3
|
-1%
|
|
|
1957
|
Estate Counselors
Thiensville,
Wisconsin
|
$54K
|
–
|
–
|
–
|
|
|
1958
|
Estabrook Capital Management
New York
|
$53.6K
|
–
|
–
|
–
|
|
|
1959
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$53K
|
-$46.2K
|
-219
|
-43%
|
|
|
1960
|
Aspire Private Capital
Cornelius,
North Carolina
|
$52K
|
–
|
–
|
–
|
|
|
1961
|
EARNEST Partners
Atlanta,
Georgia
|
$51K
|
–
|
–
|
–
|
|
|
1962
|
Bell Investment Advisors
Oakland,
California
|
$50K
|
+$58.4K
|
+277
|
New
|
|
|
1963
|
GW&K Investment Management
Boston,
Massachusetts
|
$49K
|
+$8.22K
|
+39
|
+17%
|
|
|
1964
|
Surevest
Los Angeles,
California
|
$49K
|
+$15.6K
|
+74
|
+37%
|
|
|
1965
|
Milestone Wealth
Buffalo,
New York
|
$48K
|
–
|
–
|
–
|
|
|
1966
|
Avion Wealth
The Woodlands,
Texas
|
$48K
|
+$5.27K
|
+25
|
+10%
|
|
|
1967
|
TimeScale Financial
Danvers,
Massachusetts
|
$46K
|
-$10.7K
|
-51
|
-17%
|
|
|
1968
|
Professional Financial Advisors
North Platte,
Nebraska
|
$46K
|
–
|
–
|
–
|
|
|
1969
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
1970
|
Center for Financial Planning
Southfied,
Michigan
|
$45K
|
–
|
–
|
–
|
|
|
1971
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$44K
|
–
|
–
|
–
|
|
|
1972
|
Tacita Capital
Toronto,
Ontario, Canada
|
$44K
|
–
|
–
|
–
|
|
|
1973
|
Heritage Financial Services
Westwood,
Massachusetts
|
$44K
|
+$52.7K
|
+250
|
New
|
|
|
1974
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$43K
|
+$9.06K
|
+43
|
+22%
|
|
|
1975
|
Pin Oak Investment Advisors
Houston,
Texas
|
$41K
|
–
|
–
|
–
|
|
