|
1951
|
Creative Financial Designs
Kokomo,
Indiana
|
$182K
|
+$18.5K
|
+174
|
+11%
|
|
|
1952
|
Atwood & Palmer
Kansas City,
Missouri
|
$181K
|
–
|
–
|
–
|
|
|
1953
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$179K
|
+$8.18K
|
+77
|
+5%
|
|
|
1954
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$177K
|
–
|
–
|
–
|
|
|
1955
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$177K
|
-$106K
|
-1,000
|
-36%
|
|
|
1956
|
KHP Capital
Tulsa,
Oklahoma
|
$176K
|
+$186K
|
+1,751
|
New
|
|
|
1957
|
Aristotle Capital Management
Los Angeles,
California
|
$171K
|
+$181K
|
+1,705
|
New
|
|
|
1958
|
Armbruster Capital Management
Pittsford,
New York
|
$166K
|
–
|
–
|
–
|
|
|
1959
|
LifePlan Financial Group
Dayton,
Ohio
|
$163K
|
+$173K
|
+1,626
|
New
|
|
|
1960
|
Gemmer Asset Management
Walnut Creek,
California
|
$162K
|
+$425
|
+4
|
+0.2%
|
|
|
1961
|
ArchPoint Investors
Coral Gables,
Florida
|
$158K
|
–
|
–
|
–
|
|
|
1962
|
Cordasco Financial Network
Naples,
Florida
|
$155K
|
+$1.27K
|
+12
|
+0.8%
|
|
|
1963
|
Signet Financial Management
Parsippany,
New Jersey
|
$154K
|
-$226K
|
-2,128
|
-58%
|
|
|
1964
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$153K
|
-$163K
|
-1,534
|
-50%
|
|
|
1965
|
Pin Oak Investment Advisors
Houston,
Texas
|
$151K
|
–
|
–
|
–
|
|
|
1966
|
Northstar Capital Management
New York
|
$150K
|
+$2.66K
|
+25
|
+2%
|
|
|
1967
|
Kaizen Advisory
Wheaton,
Illinois
|
$149K
|
-$1.09M
|
-10,231
|
-87%
|
|
|
1968
|
Bogart Wealth LLC
Mclean,
Virginia
|
$149K
|
+$33K
|
+311
|
+27%
|
|
|
1969
|
Tower Research Capital (TRC)
New York
|
$147K
|
-$4.64M
|
-43,624
|
-97%
|
|
|
1970
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$146K
|
–
|
–
|
–
|
|
|
1971
|
Highstreet Asset Management
London,
Ontario, Canada
|
$144K
|
-$1.08M
|
-10,147
|
-88%
|
|
|
1972
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$141K
|
+$149K
|
+1,400
|
New
|
|
|
1973
|
JOYN Advisors
Atlanta,
Georgia
|
$132K
|
-$146K
|
-1,371
|
-51%
|
|
|
1974
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$126K
|
–
|
–
|
–
|
|
|
1975
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$124K
|
+$10.6K
|
+100
|
+9%
|
|
