|
1951
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$107K
|
+$85.3K
|
+617
|
New
|
|
|
1952
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$106K
|
+$13.8K
|
+100
|
+20%
|
|
|
1953
|
Regal Wealth Group
Seal Beach,
California
|
$103K
|
-$31.8K
|
-230
|
-28%
|
|
|
1954
|
Aspire Private Capital
Cornelius,
North Carolina
|
$102K
|
+$80.7K
|
+584
|
New
|
|
|
1955
|
EARNEST Partners
Atlanta,
Georgia
|
$101K
|
–
|
–
|
–
|
|
|
1956
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$101K
|
+$9.54K
|
+69
|
+13%
|
|
|
1957
|
John W. Brooker & Co
Oakland,
California
|
$91K
|
–
|
–
|
–
|
|
|
1958
|
Sonora Investment Management
Tucson,
Arizona
|
$89K
|
-$2.76K
|
-20
|
-4%
|
|
|
1959
|
HC Financial Advisors
Lafayette,
California
|
$89K
|
–
|
–
|
–
|
|
|
1960
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$88K
|
–
|
–
|
–
|
|
|
1961
|
Catalyst Capital Advisors
Huntington,
New York
|
$87K
|
+$41.5K
|
+300
|
+150%
|
|
|
1962
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$86K
|
+$68.3K
|
+494
|
New
|
|
|
1963
|
Retirement Group
San Diego,
California
|
$85K
|
+$67.6K
|
+489
|
New
|
|
|
1964
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$84K
|
–
|
–
|
–
|
|
|
1965
|
Pflug Koory
Omaha,
Nebraska
|
$82K
|
–
|
–
|
–
|
|
|
1966
|
Vectors Research Management
New York
|
$82K
|
–
|
–
|
–
|
|
|
1967
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$80K
|
–
|
–
|
–
|
|
|
1968
|
Versant Capital Management
Phoenix,
Arizona
|
$80K
|
+$5.8K
|
+42
|
+10%
|
|
|
1969
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$75K
|
+$59.4K
|
+430
|
New
|
|
|
1970
|
Cowen Prime Advisors
New York
|
$72K
|
–
|
–
|
–
|
|
|
1971
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$70K
|
+$7.05K
|
+51
|
+15%
|
|
|
1972
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$70K
|
+$55.3K
|
+400
|
New
|
|
|
1973
|
Delta Asset Management
Memphis,
Tennessee
|
$69K
|
-$3.46K
|
-25
|
-6%
|
|
|
1974
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$69K
|
+$276
|
+2
|
+0.5%
|
|
|
1975
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$69K
|
+$276
|
+2
|
+0.5%
|
|
