|
1951
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$962K
|
–
|
–
|
–
|
|
|
1952
|
Advisory Alpha
Holland,
Michigan
|
$961K
|
+$13.8K
|
+90
|
+1%
|
|
|
1953
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$961K
|
+$16.5K
|
+108
|
+2%
|
|
|
1954
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$960K
|
-$74.1K
|
-485
|
-7%
|
|
|
1955
|
Sand Hill Global Advisors
Palo Alto,
California
|
$958K
|
+$195K
|
+1,276
|
+26%
|
|
|
1956
|
Penbrook Management
New York
|
$957K
|
-$155K
|
-1,012
|
-14%
|
|
|
1957
|
Wayfinding Financial
Lynnwood,
Washington
|
$957K
|
+$458
|
+3
|
+0%
|
|
|
1958
|
Greytown Advisors
Miami,
Florida
|
$953K
|
-$139K
|
-907
|
-13%
|
|
|
1959
|
Wealth Advisors
Rancho Santa Fe,
California
|
$952K
|
+$12.2K
|
+80
|
+1%
|
|
|
1960
|
Hollencrest Capital Management
Newport Beach,
California
|
$950K
|
–
|
–
|
–
|
|
|
1961
|
Roberts Capital Advisors
Denver,
Colorado
|
$941K
|
–
|
–
|
–
|
|
|
1962
|
First Command Bank
Fort Worth,
Texas
|
$938K
|
+$30.6K
|
+200
|
+3%
|
|
|
1963
|
First Command Financial Services
Fort Worth,
Texas
|
$938K
|
+$30.6K
|
+200
|
+3%
|
|
|
1964
|
Stiles Financial Services
Edina,
Minnesota
|
$935K
|
+$54.2K
|
+355
|
+6%
|
|
|
1965
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$935K
|
+$933K
|
+6,104
|
New
|
|
|
1966
|
Meitav Investment House
Bene-Beraq,
Israel
|
$934K
|
-$556K
|
-3,640
|
-37%
|
|
|
1967
|
RVW Wealth
Los Angeles,
California
|
$934K
|
-$3.06K
|
-20
|
-0.3%
|
|
|
1968
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$933K
|
-$424K
|
-2,775
|
-31%
|
|
|
1969
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$932K
|
-$18.3K
|
-120
|
-2%
|
|
|
1970
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$932K
|
+$58.1K
|
+380
|
+7%
|
|
|
1971
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$931K
|
-$3.69M
|
-24,171
|
-80%
|
|
|
1972
|
Boston Common Asset Management
Boston,
Massachusetts
|
$931K
|
+$81.6K
|
+534
|
+10%
|
|
|
1973
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$929K
|
-$74.3K
|
-486
|
-7%
|
|
|
1974
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$924K
|
-$213K
|
-1,391
|
-19%
|
|
|
1975
|
Charter Research & Investment Group
Southport,
Connecticut
|
$924K
|
–
|
–
|
–
|
|
