|
1951
|
Milestone Wealth
Buffalo,
New York
|
$48K
|
+$54.2K
|
+468
|
New
|
|
|
1952
|
Antonetti Capital Management
Naples,
Florida
|
$47K
|
–
|
–
|
–
|
|
|
1953
|
McCarthy Asset Management
Redwood Shores,
California
|
$47K
|
–
|
–
|
–
|
|
|
1954
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$47K
|
+$52.3K
|
+452
|
New
|
|
|
1955
|
Disciplined Investments
Tulsa,
Oklahoma
|
$45K
|
–
|
–
|
–
|
|
|
1956
|
Tradewinds Capital Management
Bellingham,
Washington
|
$45K
|
–
|
–
|
–
|
|
|
1957
|
Aspire Private Capital
Cornelius,
North Carolina
|
$44K
|
+$10.5K
|
+91
|
+28%
|
|
|
1958
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$44K
|
+$25.7K
|
+222
|
+111%
|
|
|
1959
|
SRH Advisors
Salina,
Kansas
|
$41K
|
–
|
–
|
–
|
|
|
1960
|
First Bank & Trust
Brookings,
South Dakota
|
$41K
|
+$1.16K
|
+10
|
+3%
|
|
|
1961
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$41K
|
+$46.3K
|
+400
|
New
|
|
|
1962
|
Raffa Wealth Management
Washington,
District of Columbia
|
$40.4K
|
-$23.4K
|
-202
|
-34%
|
|
|
1963
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$40K
|
+$45.3K
|
+391
|
New
|
|
|
1964
|
Column Capital Advisors
Indianapolis,
Indiana
|
$39K
|
–
|
–
|
–
|
|
|
1965
|
Knuff & Co
Foster City,
California
|
$39K
|
+$3.47K
|
+30
|
+9%
|
|
|
1966
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$39K
|
+$44K
|
+380
|
New
|
|
|
1967
|
Reilly Financial Advisors
La Mesa,
California
|
$38K
|
+$5.79K
|
+50
|
+16%
|
|
|
1968
|
Stephens Consulting
Flint,
Michigan
|
$37K
|
+$41.5K
|
+358
|
New
|
|
|
1969
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$37K
|
-$17.7K
|
-153
|
-30%
|
|
|
1970
|
Destiny Wealth Partners
Tavares,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
1971
|
Gables Capital Management
Miami,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
1972
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$36K
|
-$1.5K
|
-13
|
-4%
|
|
|
1973
|
Clearview Wealth Advisors
Salem,
Oregon
|
$34K
|
-$116
|
-1
|
-0.3%
|
|
|
1974
|
Byrne Asset Management
Kingston,
New Jersey
|
$34K
|
+$37.6K
|
+325
|
New
|
|
|
1975
|
Versant Capital Management
Phoenix,
Arizona
|
$31K
|
-$232
|
-2
|
-0.7%
|
|
