|
1951
|
Optima Capital
Beaverton,
Oregon
|
$1.89M
|
-$48K
|
-432
|
-3%
|
|
|
1952
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1.89M
|
+$104K
|
+937
|
+6%
|
|
|
1953
|
PKS Advisory Services
Albany,
New York
|
$1.89M
|
+$19.3K
|
+174
|
+1%
|
|
|
1954
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.89M
|
-$8.45K
|
-76
|
-0.5%
|
|
|
1955
|
Menard Financial Group
Houston,
Texas
|
$1.89M
|
-$629K
|
-5,660
|
-25%
|
|
|
1956
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$1.88M
|
+$5.22K
|
+47
|
+0.3%
|
|
|
1957
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.88M
|
+$619K
|
+5,567
|
+50%
|
|
|
1958
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.88M
|
+$3K
|
+27
|
+0.2%
|
|
|
1959
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.87M
|
+$469K
|
+4,222
|
+34%
|
|
|
1960
|
YANKCOM Partnership
Yankton,
South Dakota
|
$1.87M
|
+$174K
|
+1,569
|
+10%
|
|
|
1961
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.87M
|
+$57.9K
|
+521
|
+3%
|
|
|
1962
|
Crescent Sterling
Metairie,
Louisiana
|
$1.87M
|
-$106K
|
-958
|
-5%
|
|
|
1963
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.87M
|
-$33.4K
|
-300
|
-2%
|
|
|
1964
|
Kennondale Capital Management
Richmond,
Virginia
|
$1.86M
|
–
|
–
|
–
|
|
|
1965
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$1.86M
|
-$65.9K
|
-593
|
-3%
|
|
|
1966
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$1.86M
|
–
|
–
|
–
|
|
|
1967
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$1.86M
|
+$2.33K
|
+21
|
+0.1%
|
|
|
1968
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.86M
|
+$30K
|
+270
|
+2%
|
|
|
1969
|
Schonfeld Strategic Advisors
New York
|
$1.85M
|
-$1.61M
|
-14,518
|
-47%
|
|
|
1970
|
|
$1.85M
|
–
|
–
|
–
|
|
|
1971
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.84M
|
-$55.6K
|
-500
|
-3%
|
|
|
1972
|
E&G Advisors
Houston,
Texas
|
$1.84M
|
+$11.1K
|
+100
|
+0.6%
|
|
|
1973
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.84M
|
+$138K
|
+1,240
|
+8%
|
|
|
1974
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.84M
|
-$11.9K
|
-107
|
-0.7%
|
|
|
1975
|
Howard Capital Management Group
Los Angeles,
California
|
$1.84M
|
+$112K
|
+1,003
|
+7%
|
|
