|
1951
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.42M
|
-$48K
|
-324
|
-3%
|
|
|
1952
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.42M
|
-$8.74K
|
-59
|
-0.6%
|
|
|
1953
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.42M
|
+$158K
|
+1,064
|
+12%
|
|
|
1954
|
Tilt Investment Management Holdings
New York
|
$1.42M
|
-$412K
|
-2,781
|
-22%
|
|
|
1955
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.42M
|
+$69.6K
|
+470
|
+5%
|
|
|
1956
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.42M
|
+$26.8K
|
+181
|
+2%
|
|
|
1957
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.41M
|
+$254K
|
+1,716
|
+22%
|
|
|
1958
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.41M
|
-$32.3K
|
-218
|
-2%
|
|
|
1959
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$1.41M
|
-$37.6K
|
-254
|
-3%
|
|
|
1960
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.41M
|
+$338K
|
+2,282
|
+31%
|
|
|
1961
|
Tucker Asset Management
Littleton,
Colorado
|
$1.41M
|
+$540K
|
+3,645
|
+61%
|
|
|
1962
|
CCLA Investment Management
London,
United Kingdom
|
$1.41M
|
–
|
–
|
–
|
|
|
1963
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.41M
|
-$27.1K
|
-183
|
-2%
|
|
|
1964
|
LSV Asset Management
Chicago,
Illinois
|
$1.41M
|
–
|
–
|
–
|
|
|
1965
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.41M
|
+$318K
|
+2,145
|
+29%
|
|
|
1966
|
GeoWealth Management
Chicago,
Illinois
|
$1.41M
|
+$1.2M
|
+8,085
|
+536%
|
|
|
1967
|
West Michigan Advisors
Holland,
Michigan
|
$1.4M
|
-$11.3K
|
-76
|
-0.8%
|
|
|
1968
|
|
$1.4M
|
+$1.42M
|
+9,573
|
New
|
|
|
1969
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.4M
|
-$1.57M
|
-10,604
|
-53%
|
|
|
1970
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.4M
|
+$1.44M
|
+9,704
|
New
|
|
|
1971
|
Oxbow Advisors
Austin,
Texas
|
$1.4M
|
+$6.52K
|
+44
|
+0.5%
|
|
|
1972
|
Investment House LLC
Redondo Beach,
California
|
$1.4M
|
+$54.7K
|
+369
|
+4%
|
|
|
1973
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.4M
|
+$163K
|
+1,098
|
+13%
|
|
|
1974
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$1.39M
|
+$249K
|
+1,684
|
+22%
|
|
|
1975
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.39M
|
–
|
–
|
–
|
|
