|
1951
|
Pineridge Advisors
St. Charles,
Missouri
|
$43.2K
|
+$334
|
+3
|
+0.8%
|
|
|
1952
|
Acima Private Wealth
Richmond,
Virginia
|
$42.4K
|
–
|
–
|
–
|
|
|
1953
|
Tortoise Investment Management
White Plains,
New York
|
$41.7K
|
+$3.12K
|
+28
|
+8%
|
|
|
1954
|
New Age Alpha Advisors
Rye,
New York
|
$41.7K
|
+$40.3K
|
+362
|
New
|
|
|
1955
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$41.5K
|
+$18.1K
|
+163
|
+83%
|
|
|
1956
|
Pacifica Partners
Surrey,
Canada
|
$40.8K
|
–
|
–
|
–
|
|
|
1957
|
TFC Financial Management
Boston,
Massachusetts
|
$40.7K
|
–
|
–
|
–
|
|
|
1958
|
First Community Trust
Dubuque,
Iowa
|
$40.1K
|
–
|
–
|
–
|
|
|
1959
|
Lipe & Dalton
Syracuse,
New York
|
$40K
|
–
|
–
|
–
|
|
|
1960
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$40K
|
+$223
|
+2
|
+0.6%
|
|
|
1961
|
McIlrath & Eck
Arlington,
Washington
|
$39.3K
|
+$334
|
+3
|
+0.9%
|
|
|
1962
|
Catalyst Capital Advisors
Huntington,
New York
|
$38.5K
|
+$18.6K
|
+167
|
+100%
|
|
|
1963
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$38.4K
|
+$37.1K
|
+333
|
New
|
|
|
1964
|
Arlington Trust
Birmingham,
Alabama
|
$38.3K
|
–
|
–
|
–
|
|
|
1965
|
Reston Wealth Management
Reston,
Virginia
|
$37.7K
|
+$36.4K
|
+327
|
New
|
|
|
1966
|
Claris Advisors
St. Louis,
Missouri
|
$37.7K
|
+$36.4K
|
+327
|
New
|
|
|
1967
|
FWL Investment Management
Dallas,
Texas
|
$37.4K
|
+$19.4K
|
+174
|
+116%
|
|
|
1968
|
Pacific Capital Wealth Advisors
Corona,
California
|
$36.5K
|
-$10.1K
|
-91
|
-22%
|
|
|
1969
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$36.5K
|
–
|
–
|
–
|
|
|
1970
|
West Oak Capital
Westlake Village,
California
|
$36.1K
|
–
|
–
|
–
|
|
|
1971
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$35.9K
|
+$34.6K
|
+311
|
New
|
|
|
1972
|
Bell Investment Advisors
Oakland,
California
|
$34.7K
|
+$557
|
+5
|
+2%
|
|
|
1973
|
Viking Fund Management
Minot,
North Dakota
|
$34.6K
|
–
|
–
|
–
|
|
|
1974
|
Global Financial Private Client
Sarasota,
Florida
|
$33.7K
|
+$32.5K
|
+292
|
New
|
|
|
1975
|
Compass Wealth Management
Guilford,
Connecticut
|
$33.4K
|
–
|
–
|
–
|
|
