|
1951
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$33K
|
–
|
–
|
–
|
|
|
1952
|
American Capital Advisory
Ketchum,
Idaho
|
$32K
|
–
|
–
|
–
|
|
|
1953
|
Dorato Capital Management
Denver,
Colorado
|
$30.4K
|
–
|
–
|
–
|
|
|
1954
|
West Financial Advisors
Des Moines,
Iowa
|
$29.6K
|
-$34.1K
|
-227
|
-53%
|
|
|
1955
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$29.6K
|
–
|
–
|
–
|
|
|
1956
|
Barclays
London,
United Kingdom
|
$29.6K
|
+$30.1K
|
+200
|
New
|
|
|
1957
|
Burk Holdings
Tulsa,
Oklahoma
|
$29.3K
|
+$29.8K
|
+198
|
New
|
|
|
1958
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$29K
|
+$150
|
+1
|
+0.5%
|
|
|
1959
|
Horrell Capital Management
Little Rock,
Arkansas
|
$27.4K
|
–
|
–
|
–
|
|
|
1960
|
PayPay Securities
Tokyo,
Japan
|
$26.8K
|
+$11.3K
|
+75
|
+76%
|
|
|
1961
|
Chilton Capital Management
Houston,
Texas
|
$26.2K
|
–
|
–
|
–
|
|
|
1962
|
Protective Life
Birmingham,
Alabama
|
$25.3K
|
+$25.7K
|
+171
|
New
|
|
|
1963
|
ORG Wealth Partners
Dallas,
Texas
|
$25.3K
|
–
|
–
|
–
|
|
|
1964
|
Sunrise Financial Services
Burien,
Washington
|
$24.6K
|
-$32.5K
|
-216
|
-57%
|
|
|
1965
|
Clearstead Trust
Portland,
Maine
|
$23.3K
|
–
|
–
|
–
|
|
|
1966
|
Aventus Investment Advisors
Naples,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
1967
|
Centennial Bank
Conway,
Arkansas
|
$22.7K
|
–
|
–
|
–
|
|
|
1968
|
McIlrath & Eck
Arlington,
Washington
|
$22.2K
|
–
|
–
|
–
|
|
|
1969
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$21.8K
|
–
|
–
|
–
|
|
|
1970
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$21.4K
|
–
|
–
|
–
|
|
|
1971
|
Kerr Financial Planning
Fresno,
California
|
$20.9K
|
-$391K
|
-2,603
|
-91%
|
|
|
1972
|
Gilpin Wealth Management
Denver,
Colorado
|
$20.7K
|
–
|
–
|
–
|
|
|
1973
|
Kelleher Financial Advisors
New York
|
$20K
|
–
|
–
|
–
|
|
|
1974
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$20K
|
+$20.3K
|
+135
|
New
|
|
|
1975
|
10Elms LLP
Tulsa,
Oklahoma
|
$18.7K
|
+$18.9K
|
+126
|
New
|
|
