|
1951
|
RF&L Wealth Management
Acton,
Massachusetts
|
$2.13M
|
-$53.8K
|
-250
|
-3%
|
|
|
1952
|
Crews Bank & Trust
Wauchula,
Florida
|
$2.13M
|
-$4.73K
|
-22
|
-0.3%
|
|
|
1953
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.13M
|
-$176K
|
-819
|
-9%
|
|
|
1954
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$2.12M
|
+$103K
|
+479
|
+6%
|
|
|
1955
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2.12M
|
+$25.2K
|
+117
|
+1%
|
|
|
1956
|
Cannon Financial Strategists
Athens,
Georgia
|
$2.11M
|
+$904K
|
+4,201
|
+101%
|
|
|
1957
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$2.1M
|
+$407K
|
+1,892
|
+29%
|
|
|
1958
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$2.1M
|
+$215
|
+1
|
+0%
|
|
|
1959
|
Trust Company of the South
Greensboro,
North Carolina
|
$2.09M
|
–
|
–
|
–
|
|
|
1960
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$2.09M
|
+$277K
|
+1,289
|
+18%
|
|
|
1961
|
Eagle Bay Advisors
New York
|
$2.09M
|
+$17.4K
|
+81
|
+1%
|
|
|
1962
|
BDF Gestion
Paris,
France
|
$2.09M
|
-$968K
|
-4,498
|
-10%
|
|
|
1963
|
Fulcrum Asset Management
London,
United Kingdom
|
$2.08M
|
+$1.76M
|
+8,198
|
New
|
|
|
1964
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$2.08M
|
-$564K
|
-2,623
|
-24%
|
|
|
1965
|
|
$2.08M
|
-$7.3M
|
-33,950
|
-80%
|
|
|
1966
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$2.08M
|
-$219K
|
-1,018
|
-11%
|
|
|
1967
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$2.08M
|
+$31.6K
|
+147
|
+2%
|
|
|
1968
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$2.08M
|
+$57.7K
|
+268
|
+3%
|
|
|
1969
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$2.07M
|
+$16.8K
|
+78
|
+1%
|
|
|
1970
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$2.07M
|
–
|
–
|
–
|
|
|
1971
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$2.07M
|
+$1.77M
|
+8,217
|
New
|
|
|
1972
|
Lantz Financial
Naperville,
Illinois
|
$2.06M
|
+$119K
|
+555
|
+7%
|
|
|
1973
|
Wealth Intelligence
Columbus,
Georgia
|
$2.06M
|
+$42K
|
+195
|
+2%
|
|
|
1974
|
Sentry LLC
Memphis,
Tennessee
|
$2.06M
|
–
|
–
|
–
|
|
|
1975
|
MJP Associates
Farmington,
Connecticut
|
$2.05M
|
+$34.2K
|
+159
|
+2%
|
|
