|
1951
|
O'Rourke & Company
Boston,
Massachusetts
|
$237K
|
+$7.55K
|
+80
|
+3%
|
|
|
1952
|
Hodges Capital Management
Dallas,
Texas
|
$236K
|
-$331K
|
-3,511
|
-58%
|
|
|
1953
|
CWA Asset Management Group
Naples,
Florida
|
$236K
|
-$39.1K
|
-414
|
-14%
|
|
|
1954
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$236K
|
-$30.9K
|
-327
|
-11%
|
|
|
1955
|
Baystate Wealth Management
Boston,
Massachusetts
|
$236K
|
-$20.5K
|
-217
|
-8%
|
|
|
1956
|
Brookmont Capital Management
Dallas,
Texas
|
$236K
|
+$189
|
+2
|
+0.1%
|
|
|
1957
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$235K
|
-$1.42K
|
-15
|
-0.6%
|
|
|
1958
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$235K
|
–
|
–
|
–
|
|
|
1959
|
Peak Asset Management
Louisville,
Colorado
|
$235K
|
–
|
–
|
–
|
|
|
1960
|
Credential Qtrade Securities
Vancouver,
|
$235K
|
+$75.2K
|
+797
|
+45%
|
|
|
1961
|
Southland Equity Partners
Wildwood,
Missouri
|
$234K
|
-$64K
|
-678
|
-21%
|
|
|
1962
|
Cedar Wealth Management
Walnut Creek,
California
|
$233K
|
-$350K
|
-3,714
|
-59%
|
|
|
1963
|
Coyle Financial Counsel
Glenview,
Illinois
|
$233K
|
-$22.8K
|
-242
|
-9%
|
|
|
1964
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$233K
|
+$188K
|
+1,996
|
New
|
|
|
1965
|
Allen Capital Group
Grand Island,
Nebraska
|
$232K
|
-$2.27K
|
-24
|
-0.9%
|
|
|
1966
|
Leo H. Evart Inc
Redwood City,
California
|
$231K
|
-$6.04K
|
-64
|
-2%
|
|
|
1967
|
Rice Hall James & Associates
San Diego,
California
|
$231K
|
-$2.17K
|
-23
|
-0.9%
|
|
|
1968
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$231K
|
+$94
|
+1
|
+0%
|
|
|
1969
|
Lesa Sroufe & Co
Seattle,
Washington
|
$230K
|
–
|
–
|
–
|
|
|
1970
|
TimeScale Financial
Danvers,
Massachusetts
|
$230K
|
–
|
–
|
–
|
|
|
1971
|
Horizon Wealth Management
La Grange,
Illinois
|
$230K
|
+$2.83K
|
+30
|
+1%
|
|
|
1972
|
Paladin Advisory Group
Clive,
Iowa
|
$230K
|
+$238K
|
+2,522
|
New
|
|
|
1973
|
Frisch Financial Group
Melville,
New York
|
$229K
|
-$7.46K
|
-79
|
-3%
|
|
|
1974
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$228K
|
-$139K
|
-1,472
|
-37%
|
|
|
1975
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$228K
|
-$9.91K
|
-105
|
-4%
|
|
