|
1951
|
King Wealth Management Group
Naples,
Florida
|
$520K
|
-$75.6K
|
-2,155
|
-13%
|
|
|
1952
|
Spirit of America Management Corp
Syosset,
New York
|
$520K
|
–
|
–
|
–
|
|
|
1953
|
SignalPoint Asset Management
Springfield,
Missouri
|
$520K
|
+$23.9K
|
+683
|
+5%
|
|
|
1954
|
TFC Financial Management
Boston,
Massachusetts
|
$520K
|
+$524K
|
+14,932
|
New
|
|
|
1955
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$519K
|
+$4.8K
|
+137
|
+0.9%
|
|
|
1956
|
Simplex Trading
Chicago,
Illinois
|
$518K
|
-$15.2M
|
-433,397
|
-97%
|
|
|
1957
|
Winslow Asset Management
Beachwood,
Ohio
|
$518K
|
+$736
|
+21
|
+0.1%
|
|
|
1958
|
|
$518K
|
+$133K
|
+3,796
|
+34%
|
|
|
1959
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$517K
|
+$2.38K
|
+68
|
+0.5%
|
|
|
1960
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$517K
|
+$25.7K
|
+733
|
+5%
|
|
|
1961
|
Menard Financial Group
Houston,
Texas
|
$516K
|
-$34.5K
|
-984
|
-6%
|
|
|
1962
|
JSF Financial
Los Angeles,
California
|
$516K
|
+$79.3K
|
+2,261
|
+18%
|
|
|
1963
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$515K
|
+$47.9K
|
+1,366
|
+10%
|
|
|
1964
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$512K
|
-$44.8K
|
-1,279
|
-8%
|
|
|
1965
|
Ascent Wealth Partners
New Hartford,
New York
|
$512K
|
+$24.3K
|
+692
|
+5%
|
|
|
1966
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$512K
|
-$42.9K
|
-1,223
|
-8%
|
|
|
1967
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$510K
|
+$70.4K
|
+2,007
|
+16%
|
|
|
1968
|
Klingman & Associates
New York
|
$509K
|
+$66.8K
|
+1,906
|
+15%
|
|
|
1969
|
RDA Financial Network
Akron,
Iowa
|
$508K
|
+$39.7K
|
+1,132
|
+8%
|
|
|
1970
|
Single Point Partners
Boston,
Massachusetts
|
$507K
|
-$15.5K
|
-441
|
-3%
|
|
|
1971
|
Circle Wealth Management
Summit,
New Jersey
|
$507K
|
+$14.4K
|
+412
|
+3%
|
|
|
1972
|
Great Diamond Partners
Portland,
Maine
|
$506K
|
-$26K
|
-742
|
-5%
|
|
|
1973
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$504K
|
-$16.9K
|
-483
|
-3%
|
|
|
1974
|
Ferris Capital
Marlborough,
Massachusetts
|
$504K
|
+$12.8K
|
+364
|
+3%
|
|
|
1975
|
Forte Capital
Rochester,
New York
|
$503K
|
+$15.4K
|
+440
|
+3%
|
|
