|
1951
|
Winch Advisory Services
Appleton,
Wisconsin
|
$7K
|
–
|
–
|
–
|
|
|
1952
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$6K
|
-$9.87K
|
-50
|
-62%
|
|
|
1953
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
1954
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6K
|
+$2.37K
|
+12
|
+55%
|
|
|
1955
|
O'Dell Group
Cincinnati,
Ohio
|
$6K
|
+$6.12K
|
+31
|
New
|
|
|
1956
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$6K
|
+$6.91K
|
+35
|
New
|
|
|
1957
|
Eukles Asset Management
Cincinnati,
Ohio
|
$5K
|
-$124K
|
-626
|
-95%
|
|
|
1958
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
1959
|
Tortoise Investment Management
White Plains,
New York
|
$5K
|
–
|
–
|
–
|
|
|
1960
|
Barnett & Company
Chattanooga,
Tennessee
|
$5K
|
+$5.53K
|
+28
|
New
|
|
|
1961
|
Optiver Holding
Amsterdam,
Netherlands
|
$5K
|
+$5.53K
|
+28
|
New
|
|
|
1962
|
Newton One Investments
Newark,
Delaware
|
$5K
|
+$5.72K
|
+29
|
New
|
|
|
1963
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$4K
|
-$9.28K
|
-47
|
-67%
|
|
|
1964
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
1965
|
Hoese & Co
Glencoe,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
1966
|
Red Cedar Capital
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
1967
|
Globeflex Capital
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
1968
|
Pacifica Partners
Surrey,
Canada
|
$3K
|
–
|
–
|
–
|
|
|
1969
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$2.19K
|
–
|
–
|
–
|
|
|
1970
|
Endurance Wealth Management
Providence,
Rhode Island
|
$2K
|
-$7.9K
|
-40
|
-80%
|
|
|
1971
|
Ironwood Financial
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
1972
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$2K
|
+$1.97K
|
+10
|
New
|
|
|
1973
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1K
|
-$3.36K
|
-17
|
-71%
|
|
|
1974
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1975
|
Cordant Inc
Portland,
Oregon
|
$1K
|
+$987
|
+5
|
New
|
|
