|
1951
|
Boston Common Asset Management
Boston,
Massachusetts
|
$577K
|
+$517K
|
+5,382
|
New
|
|
|
1952
|
Bison Wealth
Atlanta,
Georgia
|
$576K
|
-$16.6K
|
-173
|
-3%
|
|
|
1953
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$576K
|
-$4.13K
|
-43
|
-0.8%
|
|
|
1954
|
Circle Wealth Management
Summit,
New Jersey
|
$574K
|
+$1.44K
|
+15
|
+0.3%
|
|
|
1955
|
Ferris Capital
Marlborough,
Massachusetts
|
$574K
|
+$84.2K
|
+876
|
+20%
|
|
|
1956
|
Childress Capital Advisors
Houston,
Texas
|
$574K
|
+$513K
|
+5,336
|
New
|
|
|
1957
|
Close Asset Management
London,
United Kingdom
|
$573K
|
–
|
–
|
–
|
|
|
1958
|
Perritt Capital Management
Chicago,
Illinois
|
$572K
|
-$28.8K
|
-300
|
-5%
|
|
|
1959
|
Cooper/Haims Advisors
Victor,
New York
|
$572K
|
–
|
–
|
–
|
|
|
1960
|
Landaas & Company
Milwaukee,
Wisconsin
|
$571K
|
–
|
–
|
–
|
|
|
1961
|
Stewart & Patten Company
Lafayette,
California
|
$570K
|
-$57.7K
|
-600
|
-10%
|
|
|
1962
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$569K
|
+$510K
|
+5,312
|
New
|
|
|
1963
|
Oxford Financial Group
Carmel,
Indiana
|
$566K
|
+$14.7K
|
+153
|
+3%
|
|
|
1964
|
Lindbrook Capital
Calabasas,
California
|
$565K
|
+$62.8K
|
+653
|
+14%
|
|
|
1965
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$563K
|
+$514K
|
+5,350
|
New
|
|
|
1966
|
Blue Edge Capital
Richmond,
Virginia
|
$560K
|
–
|
–
|
–
|
|
|
1967
|
Bray Capital Advisors
Naples,
Florida
|
$559K
|
–
|
–
|
–
|
|
|
1968
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$559K
|
–
|
–
|
–
|
|
|
1969
|
Altavista Wealth Management
Asheville,
North Carolina
|
$558K
|
–
|
–
|
–
|
|
|
1970
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$557K
|
+$2.98K
|
+31
|
+0.6%
|
|
|
1971
|
Virtue Capital Management
Brentwood,
Tennessee
|
$556K
|
-$227K
|
-2,367
|
-31%
|
|
|
1972
|
MCF Advisors
Covington,
Kentucky
|
$556K
|
–
|
–
|
–
|
|
|
1973
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$556K
|
+$131K
|
+1,360
|
+36%
|
|
|
1974
|
King Wealth Management Group
Naples,
Florida
|
$555K
|
-$30.6K
|
-318
|
-6%
|
|
|
1975
|
IRON Financial
Northbrook,
Illinois
|
$554K
|
-$87.1K
|
-906
|
-15%
|
|
