|
1951
|
|
$80.5K
|
–
|
–
|
–
|
|
|
1952
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$77.8K
|
–
|
–
|
–
|
|
|
1953
|
SOA Wealth Advisors
New York
|
$76.3K
|
+$18.9K
|
+105
|
+34%
|
|
|
1954
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$74.8K
|
–
|
–
|
–
|
|
|
1955
|
Janiczek Wealth Management
Denver,
Colorado
|
$74.7K
|
–
|
–
|
–
|
|
|
1956
|
M&R Capital Management
Summit,
New Jersey
|
$71.6K
|
–
|
–
|
–
|
|
|
1957
|
Fortitude Family Office
Scottsdale,
Arizona
|
$71.6K
|
–
|
–
|
–
|
|
|
1958
|
Winch Advisory Services
Appleton,
Wisconsin
|
$65K
|
–
|
–
|
–
|
|
|
1959
|
Register Financial Advisors
Atlanta,
Georgia
|
$64.7K
|
–
|
–
|
–
|
|
|
1960
|
Founders Capital Management (Texas)
Houston,
Texas
|
$63.9K
|
-$54K
|
-300
|
-46%
|
|
|
1961
|
Castleview Partners
Dallas,
Texas
|
$62.4K
|
+$61.6K
|
+342
|
New
|
|
|
1962
|
Allspring Global Investments
Charlotte,
North Carolina
|
$61.3K
|
+$27.7K
|
+154
|
+85%
|
|
|
1963
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$61.2K
|
–
|
–
|
–
|
|
|
1964
|
Eukles Asset Management
Cincinnati,
Ohio
|
$57.3K
|
–
|
–
|
–
|
|
|
1965
|
Highline Wealth Partners
Sherman Oaks,
California
|
$57.2K
|
–
|
–
|
–
|
|
|
1966
|
Gradient Investments
Arden Hills,
Minnesota
|
$54.8K
|
+$5.76K
|
+32
|
+12%
|
|
|
1967
|
Triad Wealth Partners
Lawrence,
Kansas
|
$54.6K
|
+$53.8K
|
+299
|
New
|
|
|
1968
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$54.2K
|
–
|
–
|
–
|
|
|
1969
|
JDM Financial Group
Austin,
Texas
|
$53.5K
|
+$23.2K
|
+129
|
+79%
|
|
|
1970
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$52.5K
|
-$1.98K
|
-11
|
-4%
|
|
|
1971
|
Silicon Valley Capital Partners
San Jose,
California
|
$52.1K
|
–
|
–
|
–
|
|
|
1972
|
Horrell Capital Management
Little Rock,
Arkansas
|
$50K
|
–
|
–
|
–
|
|
|
1973
|
Denver PWM
Denver,
Colorado
|
$48.6K
|
+$47.9K
|
+266
|
New
|
|
|
1974
|
VisionPoint Advisory Group
Dallas,
Texas
|
$48.4K
|
+$7.2K
|
+40
|
+18%
|
|
|
1975
|
American National Bank & Trust
Wichita Falls,
Texas
|
$48.2K
|
+$28.3K
|
+157
|
+147%
|
|
