|
1951
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$54K
|
+$86
|
+1
|
+0.2%
|
|
|
1952
|
Sierra Capital
Miami,
Florida
|
$53K
|
–
|
–
|
–
|
|
|
1953
|
Lake Point Wealth Management
Rockwall,
Texas
|
$52K
|
–
|
–
|
–
|
|
|
1954
|
USA Financial Formulas
Ada,
Michigan
|
$52K
|
+$1.2K
|
+14
|
+2%
|
|
|
1955
|
AssetMark Inc
Concord,
California
|
$51K
|
-$398K
|
-4,650
|
-89%
|
|
|
1956
|
ADE LLC
Baltimore,
Maryland
|
$50K
|
–
|
–
|
–
|
|
|
1957
|
Credential Qtrade Securities
Vancouver,
|
$49.9K
|
–
|
–
|
–
|
|
|
1958
|
Selective Wealth Management
Forest,
Virginia
|
$49K
|
-$12.6K
|
-147
|
-21%
|
|
|
1959
|
Centerpoint Advisors
Needham,
Massachusetts
|
$49K
|
–
|
–
|
–
|
|
|
1960
|
Central Bank & Trust
Lexington,
Kentucky
|
$49K
|
–
|
–
|
–
|
|
|
1961
|
Sawyer & Company
Boston,
Massachusetts
|
$47K
|
+$25.7K
|
+300
|
+122%
|
|
|
1962
|
Front Row Advisors
Tiburon,
California
|
$46K
|
–
|
–
|
–
|
|
|
1963
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
1964
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$45K
|
+$171
|
+2
|
+0.4%
|
|
|
1965
|
Country Trust Bank
Bloomington,
Illinois
|
$45K
|
+$2.14K
|
+25
|
+5%
|
|
|
1966
|
|
$44K
|
+$42.8K
|
+500
|
New
|
|
|
1967
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$43.2K
|
–
|
–
|
–
|
|
|
1968
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$43K
|
+$86
|
+1
|
+0.2%
|
|
|
1969
|
Janiczek Wealth Management
Denver,
Colorado
|
$43K
|
+$1.71K
|
+20
|
+4%
|
|
|
1970
|
Private Ocean
San Rafael,
California
|
$43K
|
+$6.33K
|
+74
|
+17%
|
|
|
1971
|
Bell Investment Advisors
Oakland,
California
|
$43K
|
+$42.3K
|
+495
|
New
|
|
|
1972
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$41.5K
|
–
|
–
|
–
|
|
|
1973
|
SOA Wealth Advisors
New York
|
$41K
|
+$2.22K
|
+26
|
+6%
|
|
|
1974
|
Bellwether Advisors
Lincoln,
Nebraska
|
$40K
|
+$16.7K
|
+195
|
+72%
|
|
|
1975
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$40K
|
+$39.4K
|
+461
|
New
|
|
