|
1951
|
Delek Group
Herzliya,
Israel
|
$16K
|
+$16.1K
|
+350
|
New
|
|
|
1952
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$15K
|
-$14.7K
|
-320
|
-50%
|
|
|
1953
|
Risk Paradigm Group
Austin,
Texas
|
$13.5K
|
–
|
–
|
–
|
|
|
1954
|
Fusion Family Wealth
Woodbury,
New York
|
$13K
|
–
|
–
|
–
|
|
|
1955
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$11K
|
+$460
|
+10
|
+4%
|
|
|
1956
|
CKW Financial Group
Honolulu,
Hawaii
|
$9K
|
–
|
–
|
–
|
|
|
1957
|
Ironwood Financial
Tucson,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
1958
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8K
|
-$34.8K
|
-758
|
-81%
|
|
|
1959
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
1960
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$8K
|
+$8.09K
|
+176
|
New
|
|
|
1961
|
Country Trust Bank
Bloomington,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
1962
|
Florence Capital Advisors
New York
|
$7K
|
–
|
–
|
–
|
|
|
1963
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7K
|
+$6.8K
|
+148
|
New
|
|
|
1964
|
TLP Group
Evanston,
Illinois
|
$6K
|
-$16.4K
|
-357
|
-73%
|
|
|
1965
|
|
$5.86K
|
+$2.21M
|
+48,009
|
+60%
|
|
|
1966
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$5K
|
-$9.65K
|
-210
|
-67%
|
|
|
1967
|
New Potomac Partners
Bethesda,
Maryland
|
$5K
|
+$4.92K
|
+107
|
New
|
|
|
1968
|
Oak Point Wealth Management
Portage,
Michigan
|
$5K
|
+$5.15K
|
+112
|
New
|
|
|
1969
|
Raffa Wealth Management
Washington,
District of Columbia
|
$4.59K
|
-$2.94K
|
-64
|
-39%
|
|
|
1970
|
Pathstone Family Office
Englewood,
New Jersey
|
$4K
|
-$16.2K
|
-353
|
-81%
|
|
|
1971
|
Private Capital Group
West Hartford,
Connecticut
|
$2.62K
|
+$2.63M
|
+57,133
|
New
|
|
|
1972
|
Thompson Davis & Co
Richmond,
Virginia
|
$1K
|
-$13.3K
|
-289
|
-96%
|
|
|
1973
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$1K
|
-$8.73K
|
-190
|
-91%
|
|
|
1974
|
One Wealth Advisors
San Francisco,
California
|
$1K
|
+$598
|
+13
|
New
|
|
|
1975
|
Financial Engines Advisors
Santa Clara,
California
|
$1K
|
+$873
|
+19
|
New
|
|
