|
1951
|
Tacita Capital
Toronto,
Ontario, Canada
|
$51K
|
–
|
–
|
–
|
|
|
1952
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$51K
|
+$306
|
+3
|
+0.6%
|
|
|
1953
|
American National Bank & Trust
Wichita Falls,
Texas
|
$51K
|
+$612
|
+6
|
+1%
|
|
|
1954
|
Kelly Financial Services
Braintree,
Massachusetts
|
$47.2K
|
–
|
–
|
–
|
|
|
1955
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$47K
|
–
|
–
|
–
|
|
|
1956
|
Tortoise Investment Management
White Plains,
New York
|
$45.9K
|
–
|
–
|
–
|
|
|
1957
|
First Financial Corp
Terre Haute,
Indiana
|
$43.3K
|
–
|
–
|
–
|
|
|
1958
|
Maryland Capital Advisors
Chester,
Maryland
|
$42K
|
–
|
–
|
–
|
|
|
1959
|
Rebalance
Palo Alto,
California
|
$41.7K
|
+$42.4K
|
+416
|
New
|
|
|
1960
|
Aspire Private Capital
Cornelius,
North Carolina
|
$40.6K
|
-$1.02K
|
-10
|
-2%
|
|
|
1961
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$40.4K
|
+$204
|
+2
|
+0.5%
|
|
|
1962
|
Macroview Investment Management
Bethesda,
Maryland
|
$39.9K
|
–
|
–
|
–
|
|
|
1963
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$39.8K
|
+$40.5K
|
+397
|
New
|
|
|
1964
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$39.6K
|
+$40.3K
|
+395
|
New
|
|
|
1965
|
Abound Wealth Management
Franklin,
Tennessee
|
$37.6K
|
+$3.47K
|
+34
|
+10%
|
|
|
1966
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$37.5K
|
–
|
–
|
–
|
|
|
1967
|
Iron Horse Wealth Management
Johston,
Iowa
|
$34K
|
+$4.18K
|
+41
|
+14%
|
|
|
1968
|
Raffa Wealth Management
Washington,
District of Columbia
|
$33.7K
|
+$2.55K
|
+25
|
+8%
|
|
|
1969
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$33K
|
+$102
|
+1
|
+0.3%
|
|
|
1970
|
NVWM LLC
Yardley,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
1971
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$32K
|
–
|
–
|
–
|
|
|
1972
|
Creative Capital Management Investments
San Diego,
California
|
$32K
|
+$32.9K
|
+323
|
New
|
|
|
1973
|
EARNEST Partners
Atlanta,
Georgia
|
$31.2K
|
–
|
–
|
–
|
|
|
1974
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$31K
|
+$102
|
+1
|
+0.3%
|
|
|
1975
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$30.6K
|
+$11.2K
|
+110
|
+56%
|
|
