|
1951
|
Jones Financial Companies
Des Peres,
Missouri
|
$103K
|
–
|
–
|
–
|
|
|
1952
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$102K
|
+$41.6K
|
+113
|
+66%
|
|
|
1953
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$100K
|
–
|
–
|
–
|
|
|
1954
|
Highlander Capital Management
Short Hills,
New Jersey
|
$97K
|
–
|
–
|
–
|
|
|
1955
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$97K
|
–
|
–
|
–
|
|
|
1956
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$92K
|
–
|
–
|
–
|
|
|
1957
|
Tompkins Financial
Ithaca,
New York
|
$92K
|
+$94.3K
|
+256
|
New
|
|
|
1958
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$89K
|
-$6.63K
|
-18
|
-7%
|
|
|
1959
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$88.1K
|
–
|
–
|
–
|
|
|
1960
|
TFC Financial Management
Boston,
Massachusetts
|
$85K
|
+$368
|
+1
|
+0.4%
|
|
|
1961
|
Laurel Wealth Planning
Edina,
Minnesota
|
$84K
|
–
|
–
|
–
|
|
|
1962
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$82K
|
–
|
–
|
–
|
|
|
1963
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$78K
|
–
|
–
|
–
|
|
|
1964
|
Perkins Coie Trust Company
Seattle,
Washington
|
$76K
|
–
|
–
|
–
|
|
|
1965
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$73K
|
–
|
–
|
–
|
|
|
1966
|
|
$72K
|
-$388K
|
-1,053
|
-84%
|
|
|
1967
|
Enterprise Trust & Investment
Los Gatos,
California
|
$72K
|
-$44.2K
|
-120
|
-38%
|
|
|
1968
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$72K
|
+$73.7K
|
+200
|
New
|
|
|
1969
|
Montag & Associates
Atlanta,
Georgia
|
$67K
|
+$16.6K
|
+45
|
+31%
|
|
|
1970
|
Bray Capital Advisors
Naples,
Florida
|
$63K
|
-$7.37K
|
-20
|
-10%
|
|
|
1971
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$63K
|
–
|
–
|
–
|
|
|
1972
|
Tarbox Family Office
Newport Beach,
California
|
$63K
|
+$65.2K
|
+177
|
New
|
|
|
1973
|
Firestone Capital Management
Coral Gables,
Florida
|
$61K
|
–
|
–
|
–
|
|
|
1974
|
Barnett & Company
Chattanooga,
Tennessee
|
$60K
|
+$737
|
+2
|
+1%
|
|
|
1975
|
Manchester Capital Management
Manchester,
Vermont
|
$59K
|
-$4.42K
|
-12
|
-7%
|
|
