|
1951
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$101K
|
-$246K
|
-1,392
|
-70%
|
|
|
1952
|
Covestor
London,
United Kingdom
|
$98K
|
-$4.77K
|
-27
|
-4%
|
|
|
1953
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$97.5K
|
-$190K
|
-1,074
|
-65%
|
|
|
1954
|
Milestone Wealth
Buffalo,
New York
|
$97K
|
-$7.95K
|
-45
|
-7%
|
|
|
1955
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$93K
|
+$7.77K
|
+44
|
+8%
|
|
|
1956
|
MV Capital Management
Bethesda,
Maryland
|
$93K
|
+$16.8K
|
+95
|
+20%
|
|
|
1957
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$92K
|
–
|
–
|
–
|
|
|
1958
|
Kessler Investment Group
Columbus,
Indiana
|
$92K
|
–
|
–
|
–
|
|
|
1959
|
Financial Connections Group
Corte Madera,
California
|
$92K
|
+$25.6K
|
+145
|
+35%
|
|
|
1960
|
Vestor Capital
Chicago,
Illinois
|
$91K
|
-$707
|
-4
|
-0.7%
|
|
|
1961
|
Archer Investment Corporation
Carmel,
Indiana
|
$89.1K
|
–
|
–
|
–
|
|
|
1962
|
Heritage Financial Services
Westwood,
Massachusetts
|
$89K
|
+$96.1K
|
+544
|
New
|
|
|
1963
|
EARNEST Partners
Atlanta,
Georgia
|
$88K
|
+$17.7K
|
+100
|
+23%
|
|
|
1964
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$87K
|
+$7.77K
|
+44
|
+9%
|
|
|
1965
|
Operose Advisors
Milwaukee,
Wisconsin
|
$86K
|
–
|
–
|
–
|
|
|
1966
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$85K
|
+$23.3K
|
+132
|
+34%
|
|
|
1967
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$84K
|
–
|
–
|
–
|
|
|
1968
|
Hoertkorn Richard Charles
|
$83K
|
–
|
–
|
–
|
|
|
1969
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$81K
|
+$87.6K
|
+496
|
New
|
|
|
1970
|
Eagle Bay Advisors
New York
|
$78.1K
|
+$83.6K
|
+473
|
New
|
|
|
1971
|
Manchester Capital Management
Manchester,
Vermont
|
$78K
|
+$5.3K
|
+30
|
+7%
|
|
|
1972
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$77K
|
-$5.3K
|
-30
|
-6%
|
|
|
1973
|
Clean Yield Group
Norwich,
Vermont
|
$75K
|
+$10.8K
|
+61
|
+15%
|
|
|
1974
|
Antonetti Capital Management
Naples,
Florida
|
$74K
|
-$9.72K
|
-55
|
-11%
|
|
|
1975
|
Pin Oak Investment Advisors
Houston,
Texas
|
$73K
|
–
|
–
|
–
|
|
