|
1951
|
GDS Wealth Management
Flower Mound,
Texas
|
$244K
|
–
|
–
|
–
|
|
|
1952
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$244K
|
+$231K
|
+2,319
|
New
|
|
|
1953
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$242K
|
+$22.8K
|
+229
|
+11%
|
|
|
1954
|
Challenger Wealth Management
Aliso Viejo,
California
|
$242K
|
+$230K
|
+2,302
|
New
|
|
|
1955
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$241K
|
+$229K
|
+2,295
|
New
|
|
|
1956
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$241K
|
+$15.4K
|
+154
|
+7%
|
|
|
1957
|
Lifestyle Asset Management
Friendswood,
Texas
|
$241K
|
-$654K
|
-6,554
|
-74%
|
|
|
1958
|
Optivise Advisory Services
Franklin,
Tennessee
|
$241K
|
-$24.9K
|
-250
|
-10%
|
|
|
1959
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$240K
|
+$228K
|
+2,287
|
New
|
|
|
1960
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$240K
|
+$19.9K
|
+200
|
+10%
|
|
|
1961
|
South Plains Financial
Lubbock,
Texas
|
$239K
|
+$95.6K
|
+959
|
+73%
|
|
|
1962
|
Calamos Wealth Management
Naperville,
Illinois
|
$239K
|
+$21.7K
|
+218
|
+11%
|
|
|
1963
|
Strategic Financial Services
Utica,
New York
|
$238K
|
–
|
–
|
–
|
|
|
1964
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$237K
|
–
|
–
|
–
|
|
|
1965
|
Holistic Planning
Nacogdoches,
Texas
|
$236K
|
+$5.09K
|
+51
|
+2%
|
|
|
1966
|
Tradewinds Capital Management
Bellingham,
Washington
|
$235K
|
+$100
|
+1
|
+0%
|
|
|
1967
|
Revisor Wealth Management
Akron,
Ohio
|
$235K
|
+$223K
|
+2,238
|
New
|
|
|
1968
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$234K
|
–
|
–
|
–
|
|
|
1969
|
TruWealth Advisors
Metairie,
Louisiana
|
$234K
|
-$11K
|
-110
|
-5%
|
|
|
1970
|
|
$234K
|
+$9.37K
|
+94
|
+4%
|
|
|
1971
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$233K
|
-$44.8K
|
-449
|
-17%
|
|
|
1972
|
Clear Creek Financial Management
Silverdale,
Washington
|
$232K
|
+$220K
|
+2,210
|
New
|
|
|
1973
|
Wimmer Associates 1
Pasadena,
California
|
$232K
|
-$15K
|
-150
|
-6%
|
|
|
1974
|
denkapparat Operations
Berlin,
Germany
|
$232K
|
-$53.7K
|
-538
|
-20%
|
|
|
1975
|
First City Capital Management
Savannah,
Georgia
|
$231K
|
-$29.8K
|
-299
|
-12%
|
|
