|
1951
|
Precedent Wealth Partners
Houston,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
1952
|
SG Americas Securities
New York
|
$326K
|
-$11.3M
|
-101,552
|
-97%
|
|
|
1953
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$326K
|
-$891
|
-8
|
-0.3%
|
|
|
1954
|
|
$325K
|
–
|
–
|
–
|
|
|
1955
|
Optivise Advisory Services
Franklin,
Tennessee
|
$325K
|
+$70.8K
|
+636
|
+30%
|
|
|
1956
|
IFS Advisors
Overland Park,
Kansas
|
$325K
|
-$19.2K
|
-172
|
-6%
|
|
|
1957
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$323K
|
-$13.4K
|
-120
|
-4%
|
|
|
1958
|
Affinity Wealth Management
Wilmington,
Delaware
|
$323K
|
–
|
–
|
–
|
|
|
1959
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$321K
|
+$15.6K
|
+140
|
+5%
|
|
|
1960
|
Williams Jones Wealth Management
New York
|
$321K
|
–
|
–
|
–
|
|
|
1961
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
$320K
|
+$3.56K
|
+32
|
+1%
|
|
|
1962
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$318K
|
+$51.7K
|
+464
|
+21%
|
|
|
1963
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$317K
|
–
|
–
|
–
|
|
|
1964
|
Trust Company
Manhattan,
Kansas
|
$316K
|
–
|
–
|
–
|
|
|
1965
|
Pacific Center for Financial Services
San Ramon,
California
|
$315K
|
–
|
–
|
–
|
|
|
1966
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$315K
|
+$300K
|
+2,692
|
New
|
|
|
1967
|
Robinswood Financial
Kirkland,
Washington
|
$315K
|
+$445
|
+4
|
+0.1%
|
|
|
1968
|
FF Advisors
Manhattan Beach,
California
|
$314K
|
–
|
–
|
–
|
|
|
1969
|
Shufro Rose & Co
New York
|
$312K
|
–
|
–
|
–
|
|
|
1970
|
Cetera Trust Company
St. Paul,
Minnesota
|
$312K
|
–
|
–
|
–
|
|
|
1971
|
Symmetry Partners
Glastonbury,
Connecticut
|
$312K
|
+$47.7K
|
+428
|
+19%
|
|
|
1972
|
Bowman & Company
Oshkosh,
Wisconsin
|
$311K
|
–
|
–
|
–
|
|
|
1973
|
Broadleaf Partners
Hudson,
Ohio
|
$309K
|
+$73.5K
|
+660
|
+33%
|
|
|
1974
|
Canopy Partners
Cincinnati,
Ohio
|
$308K
|
–
|
–
|
–
|
|
|
1975
|
Rossby Financial
Melbourne,
Florida
|
$306K
|
-$90.9K
|
-816
|
-24%
|
|
