|
1951
|
Burleson & Co
Petaluma,
California
|
$52K
|
-$4.38K
|
-20
|
-8%
|
|
|
1952
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$52K
|
+$3.28K
|
+15
|
+8%
|
|
|
1953
|
Country Trust Bank
Bloomington,
Illinois
|
$51K
|
–
|
–
|
–
|
|
|
1954
|
Capstone Investment Advisors
New York
|
$51K
|
+$45.8K
|
+209
|
New
|
|
|
1955
|
Perkins Coie Trust Company
Seattle,
Washington
|
$50K
|
+$5.91K
|
+27
|
+15%
|
|
|
1956
|
Red Door Wealth Management
Memphis,
Tennessee
|
$50K
|
+$45.3K
|
+207
|
New
|
|
|
1957
|
WealthShield Partners
Cary,
North Carolina
|
$49K
|
+$44.4K
|
+203
|
New
|
|
|
1958
|
American Research & Management Company
Marion,
Massachusetts
|
$48K
|
–
|
–
|
–
|
|
|
1959
|
Bogart Wealth LLC
Mclean,
Virginia
|
$48K
|
–
|
–
|
–
|
|
|
1960
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$48K
|
–
|
–
|
–
|
|
|
1961
|
Iron Horse Wealth Management
Johston,
Iowa
|
$48K
|
–
|
–
|
–
|
|
|
1962
|
Rockbridge Investment Management
Syracuse,
New York
|
$48K
|
–
|
–
|
–
|
|
|
1963
|
Trust Company
Manhattan,
Kansas
|
$48K
|
–
|
–
|
–
|
|
|
1964
|
Maverick Capital
Dallas,
Texas
|
$47K
|
-$50.1K
|
-229
|
-54%
|
|
|
1965
|
MV Capital Management
Bethesda,
Maryland
|
$47K
|
+$30.2K
|
+138
|
+238%
|
|
|
1966
|
Versant Capital Management
Phoenix,
Arizona
|
$46K
|
-$876
|
-4
|
-2%
|
|
|
1967
|
Retirement Group
San Diego,
California
|
$42K
|
-$11.8K
|
-54
|
-24%
|
|
|
1968
|
First Financial Corp
Terre Haute,
Indiana
|
$41K
|
–
|
–
|
–
|
|
|
1969
|
Kelly Financial Services
Braintree,
Massachusetts
|
$40K
|
-$2.19K
|
-10
|
-6%
|
|
|
1970
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$40K
|
+$7.22K
|
+33
|
+25%
|
|
|
1971
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$38K
|
-$3.19M
|
-14,580
|
-99%
|
|
|
1972
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$38K
|
–
|
–
|
–
|
|
|
1973
|
Avion Wealth
The Woodlands,
Texas
|
$36K
|
+$32.8K
|
+150
|
New
|
|
|
1974
|
Resolute Advisors
San Francisco,
California
|
$35K
|
–
|
–
|
–
|
|
|
1975
|
Strategic Wealth Management
Kirkland,
Washington
|
$34K
|
–
|
–
|
–
|
|
