|
1951
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$85K
|
+$655
|
+6
|
+0.8%
|
|
|
1952
|
Private Ocean
San Rafael,
California
|
$81K
|
–
|
–
|
–
|
|
|
1953
|
Litman Gregory Wealth Management
Larkspur,
California
|
$79K
|
–
|
–
|
–
|
|
|
1954
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$78K
|
–
|
–
|
–
|
|
|
1955
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$74K
|
-$43.7K
|
-400
|
-39%
|
|
|
1956
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$67K
|
+$4.91K
|
+45
|
+9%
|
|
|
1957
|
Regal Wealth Group
Seal Beach,
California
|
$66K
|
-$35.5K
|
-325
|
-37%
|
|
|
1958
|
American Beacon Advisors
Irving,
Texas
|
$64K
|
–
|
–
|
–
|
|
|
1959
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$54K
|
–
|
–
|
–
|
|
|
1960
|
Fusion Family Wealth
Woodbury,
New York
|
$51K
|
-$71.7K
|
-657
|
-60%
|
|
|
1961
|
Cordasco Financial Network
Naples,
Florida
|
$49K
|
–
|
–
|
–
|
|
|
1962
|
Wealthcare Capital Management
Richmond,
Virginia
|
$49K
|
–
|
–
|
–
|
|
|
1963
|
Hefty Wealth Partners
Auburn,
Indiana
|
$48K
|
–
|
–
|
–
|
|
|
1964
|
Pathstone Family Office
Englewood,
New Jersey
|
$47K
|
-$40.4K
|
-370
|
-48%
|
|
|
1965
|
Ironwood Financial
Tucson,
Arizona
|
$43K
|
–
|
–
|
–
|
|
|
1966
|
Thompson Davis & Co
Richmond,
Virginia
|
$43K
|
+$5.35K
|
+49
|
+15%
|
|
|
1967
|
Wolverine Asset Management
Chicago,
Illinois
|
$43K
|
+$40.5K
|
+371
|
New
|
|
|
1968
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$41K
|
–
|
–
|
–
|
|
|
1969
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$38K
|
–
|
–
|
–
|
|
|
1970
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$37K
|
–
|
–
|
–
|
|
|
1971
|
WESPAC Advisors SoCal
Pasadena,
California
|
$34K
|
–
|
–
|
–
|
|
|
1972
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$30K
|
–
|
–
|
–
|
|
|
1973
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$28K
|
+$218
|
+2
|
+0.9%
|
|
|
1974
|
Capstone Investment Advisors
New York
|
$27K
|
-$4.69M
|
-42,939
|
-99%
|
|
|
1975
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$26K
|
–
|
–
|
–
|
|
