|
1951
|
HC Advisors
Sandy Springs,
Georgia
|
$418K
|
-$21.9K
|
-100
|
-6%
|
|
|
1952
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$418K
|
+$356K
|
+1,623
|
New
|
|
|
1953
|
Peak Financial Management
Wellesley,
Massachusetts
|
$417K
|
-$54.9K
|
-250
|
-13%
|
|
|
1954
|
Brave Asset Management
Summit,
New Jersey
|
$417K
|
–
|
–
|
–
|
|
|
1955
|
|
$417K
|
+$356K
|
+1,621
|
New
|
|
|
1956
|
Capstone Investment Advisors
New York
|
$415K
|
+$354K
|
+1,614
|
New
|
|
|
1957
|
Financial Advisors
Andover,
Massachusetts
|
$415K
|
–
|
–
|
–
|
|
|
1958
|
Teachers Insurance & Annuity Association of America
New York
|
$415K
|
–
|
–
|
–
|
|
|
1959
|
LifeWealth Investments
Winter Garden,
Florida
|
$415K
|
+$81K
|
+369
|
+30%
|
|
|
1960
|
PGIM Custom Harvest
Newark,
New Jersey
|
$414K
|
-$37.1K
|
-169
|
-10%
|
|
|
1961
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$413K
|
–
|
–
|
–
|
|
|
1962
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$413K
|
+$98.3K
|
+448
|
+39%
|
|
|
1963
|
KPP Advisory Services
Louisville,
Kentucky
|
$412K
|
+$2.19K
|
+10
|
+0.6%
|
|
|
1964
|
Archvest Wealth Advisors
Concord,
California
|
$412K
|
+$658
|
+3
|
+0.2%
|
|
|
1965
|
Duncker Streett & Co
St. Louis,
Missouri
|
$411K
|
–
|
–
|
–
|
|
|
1966
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$411K
|
–
|
–
|
–
|
|
|
1967
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$410K
|
–
|
–
|
–
|
|
|
1968
|
RMR Wealth Builders
Montclair,
New Jersey
|
$410K
|
+$76.1K
|
+347
|
+28%
|
|
|
1969
|
Finivi Inc
Westborough,
Massachusetts
|
$410K
|
+$17.6K
|
+80
|
+5%
|
|
|
1970
|
TCFG Wealth Management
Laguna Niguel,
California
|
$407K
|
+$85.1K
|
+388
|
+32%
|
|
|
1971
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$407K
|
-$2.19K
|
-10
|
-0.6%
|
|
|
1972
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$406K
|
+$5.27K
|
+24
|
+2%
|
|
|
1973
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$406K
|
+$30.7K
|
+140
|
+10%
|
|
|
1974
|
Wolverine Trading
Chicago,
Illinois
|
$406K
|
+$350K
|
+1,596
|
New
|
|
|
1975
|
F/M Investments
Washington,
District of Columbia
|
$405K
|
–
|
–
|
–
|
|
