|
1951
|
James Investment Research
Alpha,
Ohio
|
$63K
|
+$2.72K
|
+42
|
+5%
|
|
|
1952
|
Edge Wealth Management
New York
|
$61K
|
+$5.44K
|
+84
|
+11%
|
|
|
1953
|
EARNEST Partners
Atlanta,
Georgia
|
$59K
|
–
|
–
|
–
|
|
|
1954
|
Activest Wealth Management
Aventure,
Florida
|
$59K
|
+$54.1K
|
+835
|
New
|
|
|
1955
|
Canton Hathaway
Providence,
Rhode Island
|
$56K
|
–
|
–
|
–
|
|
|
1956
|
Truehand Inc
Strafford,
New Hampshire
|
$56K
|
–
|
–
|
–
|
|
|
1957
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$56K
|
+$51.8K
|
+800
|
New
|
|
|
1958
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$55K
|
+$2.33K
|
+36
|
+5%
|
|
|
1959
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$55K
|
+$14.9K
|
+230
|
+42%
|
|
|
1960
|
Riverview Trust Company
Vancouver,
Washington
|
$54K
|
–
|
–
|
–
|
|
|
1961
|
Sterling Financial Planning
Sparta,
New Jersey
|
$52K
|
–
|
–
|
–
|
|
|
1962
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$52K
|
+$47.7K
|
+736
|
New
|
|
|
1963
|
Gables Capital Management
Miami,
Florida
|
$50K
|
–
|
–
|
–
|
|
|
1964
|
Atlas Private Wealth Management
Albany,
New York
|
$49K
|
–
|
–
|
–
|
|
|
1965
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$46K
|
-$18.4K
|
-284
|
-30%
|
|
|
1966
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$46K
|
–
|
–
|
–
|
|
|
1967
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$44.3K
|
+$25.9K
|
+400
|
+172%
|
|
|
1968
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$43K
|
–
|
–
|
–
|
|
|
1969
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$42K
|
-$350K
|
-5,400
|
-90%
|
|
|
1970
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$42K
|
-$1.55K
|
-24
|
-4%
|
|
|
1971
|
American Research & Management Company
Marion,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
1972
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$42K
|
–
|
–
|
–
|
|
|
1973
|
Investors Research Corp
Atlanta,
Georgia
|
$40K
|
–
|
–
|
–
|
|
|
1974
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$39K
|
+$5.05K
|
+78
|
+16%
|
|
|
1975
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$37K
|
+$24.1K
|
+372
|
+248%
|
|
