|
1951
|
Alterna Wealth Management
Houston,
Texas
|
$390K
|
+$114K
|
+431
|
+47%
|
|
|
1952
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$389K
|
+$23.8K
|
+90
|
+7%
|
|
|
1953
|
Sterneck Capital Management
Kansas City,
Missouri
|
$389K
|
–
|
–
|
–
|
|
|
1954
|
Corient IA
Miami,
Florida
|
$389K
|
+$357K
|
+1,350
|
New
|
|
|
1955
|
Cypress Wealth Services
Palm Desert,
California
|
$388K
|
-$51.8K
|
-196
|
-13%
|
|
|
1956
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$388K
|
-$793
|
-3
|
-0.2%
|
|
|
1957
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$387K
|
–
|
–
|
–
|
|
|
1958
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$387K
|
+$15.1K
|
+57
|
+4%
|
|
|
1959
|
Liberty Capital Management
Birmingham,
Michigan
|
$386K
|
+$354K
|
+1,340
|
New
|
|
|
1960
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$385K
|
-$23K
|
-87
|
-6%
|
|
|
1961
|
Knuff & Co
Foster City,
California
|
$385K
|
–
|
–
|
–
|
|
|
1962
|
Keynote Financial Services
Vernon,
Connecticut
|
$384K
|
-$62.7K
|
-237
|
-15%
|
|
|
1963
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$384K
|
–
|
–
|
–
|
|
|
1964
|
Global Wealth Management
Kingston,
New Jersey
|
$381K
|
+$34.9K
|
+132
|
+11%
|
|
|
1965
|
Leisure Capital Management
Costa Mesa,
California
|
$379K
|
+$348K
|
+1,316
|
New
|
|
|
1966
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$379K
|
+$52.6K
|
+199
|
+18%
|
|
|
1967
|
Holistic Planning
Nacogdoches,
Texas
|
$378K
|
+$22.2K
|
+84
|
+7%
|
|
|
1968
|
Curio Wealth
Annapolis,
Maryland
|
$378K
|
-$411K
|
-1,555
|
-100%
|
|
|
1969
|
Bard Associates
Chicago,
Illinois
|
$378K
|
+$6.88K
|
+26
|
+2%
|
|
|
1970
|
Aviso Financial
Toronto,
Ontario, Canada
|
$376K
|
+$187K
|
+708
|
+119%
|
|
|
1971
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$375K
|
–
|
–
|
–
|
|
|
1972
|
Harvey Capital Management
Palm Beach,
Florida
|
$375K
|
–
|
–
|
–
|
|
|
1973
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$374K
|
–
|
–
|
–
|
|
|
1974
|
Caxton Corporation
Princeton,
New Jersey
|
$374K
|
+$34.1K
|
+129
|
+11%
|
|
|
1975
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$374K
|
–
|
–
|
–
|
|
