|
1951
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$133K
|
+$200
|
+2
|
+0.1%
|
|
|
1952
|
Icon Wealth Partners
Houston,
Texas
|
$129K
|
-$196K
|
-1,966
|
-59%
|
|
|
1953
|
Simplex Trading
Chicago,
Illinois
|
$128K
|
-$339K
|
-3,389
|
-71%
|
|
|
1954
|
West Branch Capital
Amherst,
Massachusetts
|
$128K
|
-$12K
|
-120
|
-8%
|
|
|
1955
|
CGC Financial Services
Lake Oswego,
Oregon
|
$127K
|
–
|
–
|
–
|
|
|
1956
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$122K
|
+$9.89K
|
+99
|
+8%
|
|
|
1957
|
Cutler Group
San Francisco,
California
|
$122K
|
+$130K
|
+1,300
|
New
|
|
|
1958
|
Legacy Bridge
West Des Moines,
Iowa
|
$122K
|
–
|
–
|
–
|
|
|
1959
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$121K
|
-$45.8K
|
-458
|
-26%
|
|
|
1960
|
Family Asset Management
Charleston,
South Carolina
|
$121K
|
+$1.5K
|
+15
|
+1%
|
|
|
1961
|
Granite Investment Partners
El Segundo,
California
|
$120K
|
–
|
–
|
–
|
|
|
1962
|
GeoWealth Management
Chicago,
Illinois
|
$118K
|
+$10.3K
|
+103
|
+9%
|
|
|
1963
|
Tower Research Capital (TRC)
New York
|
$113K
|
+$120K
|
+1,200
|
New
|
|
|
1964
|
Pin Oak Investment Advisors
Houston,
Texas
|
$111K
|
–
|
–
|
–
|
|
|
1965
|
Iron Horse Wealth Management
Johston,
Iowa
|
$109K
|
+$116K
|
+1,160
|
New
|
|
|
1966
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$106K
|
–
|
–
|
–
|
|
|
1967
|
Evensky & Katz
Coral Gables,
Florida
|
$105K
|
–
|
–
|
–
|
|
|
1968
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$104K
|
–
|
–
|
–
|
|
|
1969
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$103K
|
-$9.99K
|
-100
|
-8%
|
|
|
1970
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$103K
|
-$3.9K
|
-39
|
-3%
|
|
|
1971
|
Morling Financial Advisors
Fremont,
California
|
$103K
|
–
|
–
|
–
|
|
|
1972
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$100K
|
+$31.8K
|
+318
|
+43%
|
|
|
1973
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$99.2K
|
-$1.4K
|
-14
|
-1%
|
|
|
1974
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$99.2K
|
+$105K
|
+1,049
|
New
|
|
|
1975
|
Gradient Investments
Arden Hills,
Minnesota
|
$98K
|
-$20.5K
|
-205
|
-16%
|
|
