|
1951
|
LifeSteps Financial
Claremont,
California
|
$2.13M
|
+$180K
|
+1,248
|
+10%
|
|
|
1952
|
Clarity Wealth Advisors
San Jose,
California
|
$2.13M
|
-$100K
|
-698
|
-5%
|
|
|
1953
|
|
$2.13M
|
–
|
–
|
–
|
|
|
1954
|
Palumbo Wealth Management
Great Neck,
New York
|
$2.13M
|
+$677K
|
+4,705
|
+51%
|
|
|
1955
|
DFPG Investments
Sandy,
Utah
|
$2.13M
|
+$39.1K
|
+272
|
+2%
|
|
|
1956
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$2.13M
|
+$1.08M
|
+7,495
|
+116%
|
|
|
1957
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$2.12M
|
-$4.03K
|
-28
|
-0.2%
|
|
|
1958
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.12M
|
+$1.19M
|
+8,292
|
+147%
|
|
|
1959
|
Asio Capital
Lexington,
Kentucky
|
$2.12M
|
-$1.02M
|
-7,063
|
-34%
|
|
|
1960
|
Arrowstreet Capital
Boston,
Massachusetts
|
$2.12M
|
+$2M
|
+13,900
|
New
|
|
|
1961
|
BigSur Wealth Management
Miami,
Florida
|
$2.12M
|
+$16.4K
|
+114
|
+0.8%
|
|
|
1962
|
Accredited Investors
Edina,
Minnesota
|
$2.11M
|
-$56.4K
|
-392
|
-3%
|
|
|
1963
|
Midwest Wealth Management
Indianapolis,
Indiana
|
$2.11M
|
+$127K
|
+886
|
+7%
|
|
|
1964
|
Corrado Advisors
Ramsey,
New Jersey
|
$2.11M
|
-$103K
|
-713
|
-5%
|
|
|
1965
|
White Pine Capital
Bloomington,
Minnesota
|
$2.1M
|
+$43.2K
|
+300
|
+2%
|
|
|
1966
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$2.1M
|
-$260K
|
-1,808
|
-12%
|
|
|
1967
|
High Pointe Capital Management
Chicago,
Illinois
|
$2.1M
|
–
|
–
|
–
|
|
|
1968
|
Summit Trail Advisors
New York
|
$2.09M
|
+$96.5K
|
+671
|
+5%
|
|
|
1969
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2.09M
|
+$530K
|
+3,684
|
+37%
|
|
|
1970
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$2.09M
|
-$240K
|
-1,665
|
-11%
|
|
|
1971
|
Credential Qtrade Securities
Vancouver,
|
$2.09M
|
-$10.5K
|
-73
|
-0.5%
|
|
|
1972
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$2.08M
|
-$52.4K
|
-364
|
-3%
|
|
|
1973
|
|
$2.08M
|
+$105K
|
+730
|
+6%
|
|
|
1974
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$2.07M
|
+$1.02M
|
+7,100
|
+109%
|
|
|
1975
|
True North Advisors
Dallas,
Texas
|
$2.07M
|
–
|
–
|
–
|
|
