|
1951
|
Optimum Investment Advisors
Chicago,
Illinois
|
$158K
|
–
|
–
|
–
|
|
|
1952
|
Activest Wealth Management
Aventure,
Florida
|
$154K
|
+$161K
|
+1,610
|
New
|
|
|
1953
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$154K
|
+$600
|
+6
|
+0.4%
|
|
|
1954
|
Addison Advisors
Middlebury,
Vermont
|
$150K
|
–
|
–
|
–
|
|
|
1955
|
First Financial Corp
Terre Haute,
Indiana
|
$144K
|
-$4.5K
|
-45
|
-3%
|
|
|
1956
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$143K
|
–
|
–
|
–
|
|
|
1957
|
West Branch Capital
Amherst,
Massachusetts
|
$142K
|
-$28.9K
|
-289
|
-16%
|
|
|
1958
|
Versant Capital Management
Phoenix,
Arizona
|
$137K
|
+$122K
|
+1,225
|
+645%
|
|
|
1959
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$136K
|
+$47K
|
+470
|
+50%
|
|
|
1960
|
Family Asset Management
Charleston,
South Carolina
|
$134K
|
+$10.2K
|
+102
|
+8%
|
|
|
1961
|
Morling Financial Advisors
Fremont,
California
|
$134K
|
+$70.9K
|
+709
|
+105%
|
|
|
1962
|
Front Row Advisors
Tiburon,
California
|
$134K
|
–
|
–
|
–
|
|
|
1963
|
Legacy Bridge
West Des Moines,
Iowa
|
$125K
|
–
|
–
|
–
|
|
|
1964
|
Granite Investment Partners
El Segundo,
California
|
$123K
|
–
|
–
|
–
|
|
|
1965
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$120K
|
+$12.7K
|
+127
|
+11%
|
|
|
1966
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$120K
|
+$124K
|
+1,237
|
New
|
|
|
1967
|
S.A. Mason
Holland,
Michigan
|
$114K
|
-$200K
|
-2,000
|
-63%
|
|
|
1968
|
Pin Oak Investment Advisors
Houston,
Texas
|
$114K
|
–
|
–
|
–
|
|
|
1969
|
Manchester Capital Management
Manchester,
Vermont
|
$114K
|
–
|
–
|
–
|
|
|
1970
|
Global Financial Private Client
Sarasota,
Florida
|
$112K
|
-$800
|
-8
|
-0.7%
|
|
|
1971
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$111K
|
–
|
–
|
–
|
|
|
1972
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$110K
|
+$67K
|
+670
|
+142%
|
|
|
1973
|
Endurance Wealth Management
Providence,
Rhode Island
|
$110K
|
–
|
–
|
–
|
|
|
1974
|
Evensky & Katz
Coral Gables,
Florida
|
$107K
|
-$6.3K
|
-63
|
-5%
|
|
|
1975
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$107K
|
+$9.1K
|
+91
|
+9%
|
|
