|
1951
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$211K
|
–
|
–
|
–
|
|
|
1952
|
Byrne Asset Management
Kingston,
New Jersey
|
$211K
|
+$9.73K
|
+24
|
+5%
|
|
|
1953
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$211K
|
+$193K
|
+477
|
New
|
|
|
1954
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$211K
|
+$193K
|
+477
|
New
|
|
|
1955
|
E Fund Management
Guangzhou,
China
|
$211K
|
+$194K
|
+479
|
New
|
|
|
1956
|
WMS Partners
Towson,
Maryland
|
$211K
|
+$194K
|
+479
|
New
|
|
|
1957
|
Lee Financial
Dallas,
Texas
|
$210K
|
+$152K
|
+375
|
+368%
|
|
|
1958
|
AJ Wealth Strategies
New York
|
$208K
|
+$191K
|
+471
|
New
|
|
|
1959
|
Plancorp LLC
Saint Louis,
Missouri
|
$208K
|
+$191K
|
+471
|
New
|
|
|
1960
|
SlateStone Wealth
Jupiter,
Florida
|
$208K
|
+$191K
|
+472
|
New
|
|
|
1961
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$207K
|
-$120K
|
-297
|
-39%
|
|
|
1962
|
Center for Financial Planning
Southfied,
Michigan
|
$207K
|
–
|
–
|
–
|
|
|
1963
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$207K
|
+$191K
|
+470
|
New
|
|
|
1964
|
Comerica Securities
Detroit,
Michigan
|
$206K
|
+$189K
|
+466
|
New
|
|
|
1965
|
Delphia (USA)
Toronto,
Ontario, Canada
|
$206K
|
+$189K
|
+467
|
New
|
|
|
1966
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$205K
|
+$189K
|
+465
|
New
|
|
|
1967
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$205K
|
+$189K
|
+466
|
New
|
|
|
1968
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$204K
|
–
|
–
|
–
|
|
|
1969
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$204K
|
+$187K
|
+462
|
New
|
|
|
1970
|
Matrix Trust Company
Denver,
Colorado
|
$204K
|
+$188K
|
+463
|
New
|
|
|
1971
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$204K
|
+$192K
|
+474
|
New
|
|
|
1972
|
TrueWealth Advisors
Birmingham,
Alabama
|
$203K
|
–
|
–
|
–
|
|
|
1973
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$203K
|
+$187K
|
+461
|
New
|
|
|
1974
|
McLean Asset Management
Tysons,
Virginia
|
$202K
|
+$186K
|
+458
|
New
|
|
|
1975
|
Round Table Services
Westfield,
New Jersey
|
$202K
|
+$186K
|
+458
|
New
|
|
