|
1951
|
Clear Point Advisors
Melville,
New York
|
$216K
|
+$203K
|
+12,865
|
New
|
|
|
1952
|
D'Orazio & Associates
Falls Church,
Virginia
|
$215K
|
-$6.52K
|
-413
|
-3%
|
|
|
1953
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$214K
|
-$1.12K
|
-71
|
-0.6%
|
|
|
1954
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$214K
|
-$325K
|
-20,600
|
-62%
|
|
|
1955
|
Mills Wealth Advisors
Southlake,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
1956
|
First United Bank & Trust
Oakland,
Maryland
|
$213K
|
+$16.4K
|
+1,040
|
+9%
|
|
|
1957
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$213K
|
+$2.13K
|
+135
|
+1%
|
|
|
1958
|
Saybrook Capital
Winston Salem,
North Carolina
|
$213K
|
-$11.5K
|
-728
|
-5%
|
|
|
1959
|
International Private Wealth Advisors
San Diego,
California
|
$213K
|
+$200K
|
+12,686
|
New
|
|
|
1960
|
Barrett & Company
Providence,
Rhode Island
|
$213K
|
-$38.3K
|
-2,425
|
-16%
|
|
|
1961
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$212K
|
+$3.98K
|
+252
|
+2%
|
|
|
1962
|
Asset Allocation Strategies
Farmington,
Michigan
|
$212K
|
+$3.81K
|
+241
|
+2%
|
|
|
1963
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$212K
|
+$199K
|
+12,634
|
New
|
|
|
1964
|
Seven Mile Advisory
Ewing,
New Jersey
|
$212K
|
+$30.5K
|
+1,931
|
+18%
|
|
|
1965
|
|
$211K
|
+$199K
|
+12,584
|
New
|
|
|
1966
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$211K
|
+$9.99K
|
+633
|
+5%
|
|
|
1967
|
Wealthstar Advisors
Plano,
Texas
|
$211K
|
+$11.1K
|
+700
|
+6%
|
|
|
1968
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$211K
|
+$198K
|
+12,548
|
New
|
|
|
1969
|
Bristlecone Advisors
Bellevue,
Washington
|
$210K
|
+$3.79K
|
+240
|
+2%
|
|
|
1970
|
Archer Investment Corporation
Carmel,
Indiana
|
$210K
|
+$6.6K
|
+418
|
+3%
|
|
|
1971
|
Sivia Capital Partners
Mill Valley,
California
|
$209K
|
+$197K
|
+12,475
|
New
|
|
|
1972
|
Allen Capital Group
Grand Island,
Nebraska
|
$209K
|
-$20.9K
|
-1,326
|
-10%
|
|
|
1973
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$208K
|
+$7.01K
|
+444
|
+4%
|
|
|
1974
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$208K
|
+$195K
|
+12,368
|
New
|
|
|
1975
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$207K
|
+$195K
|
+12,361
|
New
|
|
