|
1951
|
Planning Strategies
Lancaster,
Pennsylvania
|
$5.61K
|
+$5.33K
|
+118
|
New
|
|
|
1952
|
Aspect Partners
Fairfax,
Virginia
|
$5.42K
|
–
|
–
|
–
|
|
|
1953
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$5.28K
|
–
|
–
|
–
|
|
|
1954
|
IMG Wealth Management
Jacksonville,
Florida
|
$5.23K
|
+$90
|
+2
|
+2%
|
|
|
1955
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$5.04K
|
–
|
–
|
–
|
|
|
1956
|
Investors Portfolio Services
Puyallup,
Washington
|
$4.8K
|
–
|
–
|
–
|
|
|
1957
|
Nova Wealth Management
Bonita Springs,
Florida
|
$4.66K
|
+$4.42K
|
+98
|
New
|
|
|
1958
|
Winch Advisory Services
Appleton,
Wisconsin
|
$4K
|
+$3.79K
|
+84
|
New
|
|
|
1959
|
American Capital Advisory
Ketchum,
Idaho
|
$3.9K
|
+$1.4K
|
+31
|
+61%
|
|
|
1960
|
Addison Advisors
Middlebury,
Vermont
|
$3.62K
|
-$8.53K
|
-189
|
-71%
|
|
|
1961
|
Triumph Capital Management
Denver,
Colorado
|
$3.56K
|
-$3.48K
|
-77
|
-51%
|
|
|
1962
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$3.33K
|
–
|
–
|
–
|
|
|
1963
|
|
$3.21K
|
-$677
|
-15
|
-18%
|
|
|
1964
|
Buck Wealth Strategies
Denver,
Colorado
|
$3.19K
|
+$3.02K
|
+67
|
New
|
|
|
1965
|
Merrithew & Thorsten Inc
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
1966
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.87K
|
-$95K
|
-2,103
|
-97%
|
|
|
1967
|
|
$2.85K
|
-$274K
|
-6,064
|
-99%
|
|
|
1968
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$2.76K
|
+$135
|
+3
|
+5%
|
|
|
1969
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.76K
|
-$75.6K
|
-1,675
|
-97%
|
|
|
1970
|
Silicon Valley Capital Partners
San Jose,
California
|
$2.73K
|
-$90
|
-2
|
-3%
|
|
|
1971
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$2.66K
|
–
|
–
|
–
|
|
|
1972
|
POM Investment Strategies
Raleigh,
North Carolina
|
$2.28K
|
–
|
–
|
–
|
|
|
1973
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$2.28K
|
+$2.17K
|
+48
|
New
|
|
|
1974
|
Seneschal Advisors
Tacoma,
Washington
|
$2.09K
|
–
|
–
|
–
|
|
|
1975
|
PayPay Securities
Tokyo,
Japan
|
$2.09K
|
+$45
|
+1
|
+2%
|
|
