|
1951
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$164K
|
-$70.9K
|
-194
|
-28%
|
|
|
1952
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$153K
|
-$4.04M
|
-11,060
|
-96%
|
|
|
1953
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$144K
|
-$14.2K
|
-39
|
-8%
|
|
|
1954
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$143K
|
+$730
|
+2
|
+0.5%
|
|
|
1955
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$133K
|
-$484K
|
-1,324
|
-77%
|
|
|
1956
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$131K
|
–
|
–
|
–
|
|
|
1957
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$131K
|
–
|
–
|
–
|
|
|
1958
|
Hantz Financial Services
Southfield,
Michigan
|
$127K
|
–
|
–
|
–
|
|
|
1959
|
TimeScale Financial
Danvers,
Massachusetts
|
$127K
|
+$58.4K
|
+160
|
+70%
|
|
|
1960
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$127K
|
+$141K
|
+387
|
New
|
|
|
1961
|
Colonial Trust
Spartanburg,
South Carolina
|
$126K
|
+$141K
|
+385
|
New
|
|
|
1962
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$124K
|
+$48.9K
|
+134
|
+55%
|
|
|
1963
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$118K
|
-$36.5K
|
-100
|
-22%
|
|
|
1964
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$115K
|
–
|
–
|
–
|
|
|
1965
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$114K
|
+$126K
|
+345
|
New
|
|
|
1966
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$112K
|
-$58.4K
|
-160
|
-32%
|
|
|
1967
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$112K
|
+$730
|
+2
|
+0.6%
|
|
|
1968
|
Hudock Inc
Williamsport,
Pennsylvania
|
$108K
|
–
|
–
|
–
|
|
|
1969
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$108K
|
+$120K
|
+329
|
New
|
|
|
1970
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$102K
|
–
|
–
|
–
|
|
|
1971
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$95K
|
–
|
–
|
–
|
|
|
1972
|
McIlrath & Eck
Arlington,
Washington
|
$94K
|
–
|
–
|
–
|
|
|
1973
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$92K
|
-$327K
|
-895
|
-76%
|
|
|
1974
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$91K
|
–
|
–
|
–
|
|
|
1975
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$89K
|
-$178K
|
-486
|
Closed
|
|
