|
1951
|
Patten Group
Chattanooga,
Tennessee
|
$440K
|
+$15.7K
|
+64
|
+4%
|
|
|
1952
|
CM Wealth Advisors
Beachwood,
Ohio
|
$439K
|
-$21.3K
|
-87
|
-5%
|
|
|
1953
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$438K
|
–
|
–
|
–
|
|
|
1954
|
Certuity
North Palm Beach,
Florida
|
$437K
|
-$71.3K
|
-291
|
-14%
|
|
|
1955
|
Arvest Investments
Lowell,
Arkansas
|
$437K
|
-$1.12M
|
-4,586
|
-72%
|
|
|
1956
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$436K
|
-$6.61K
|
-27
|
-1%
|
|
|
1957
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$436K
|
-$181K
|
-740
|
-29%
|
|
|
1958
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$433K
|
+$131K
|
+535
|
+43%
|
|
|
1959
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$433K
|
–
|
–
|
–
|
|
|
1960
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$433K
|
+$14.2K
|
+58
|
+3%
|
|
|
1961
|
Spirepoint Private Client
Vero Beach,
Florida
|
$433K
|
-$72.7K
|
-297
|
-14%
|
|
|
1962
|
Income Insurance Ltd
Singapore,
|
$433K
|
–
|
–
|
–
|
|
|
1963
|
Montis Financial
Waltham,
Massachusetts
|
$429K
|
–
|
–
|
–
|
|
|
1964
|
Mason & Associates (California)
Los Angeles,
California
|
$428K
|
–
|
–
|
–
|
|
|
1965
|
Banque Transatlantique
Paris,
France
|
$428K
|
+$416K
|
+1,700
|
+2,615%
|
|
|
1966
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$428K
|
–
|
–
|
–
|
|
|
1967
|
Cromwell Holdings
Jackson,
Wyoming
|
$428K
|
–
|
–
|
–
|
|
|
1968
|
VELA Investment Management
New Albany,
Ohio
|
$427K
|
+$21.1K
|
+86
|
+5%
|
|
|
1969
|
River Street Advisors
Aurora,
Illinois
|
$427K
|
+$431K
|
+1,761
|
New
|
|
|
1970
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$427K
|
-$52.9K
|
-216
|
-11%
|
|
|
1971
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$426K
|
-$4.41K
|
-18
|
-1%
|
|
|
1972
|
Successful Portfolios
Clearwater,
Florida
|
$425K
|
-$352K
|
-1,438
|
-45%
|
|
|
1973
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$425K
|
+$12.2K
|
+50
|
+3%
|
|
|
1974
|
Aristotle Capital Management
Los Angeles,
California
|
$423K
|
–
|
–
|
–
|
|
|
1975
|
M. Kraus & Co
Shelburne,
Vermont
|
$423K
|
–
|
–
|
–
|
|
