|
1951
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$271K
|
+$2.58K
|
+5
|
+1%
|
|
|
1952
|
Wealthquest
Cincinnati,
Ohio
|
$271K
|
+$239K
|
+464
|
New
|
|
|
1953
|
Atlas Brown
Louisville,
Kentucky
|
$269K
|
–
|
–
|
–
|
|
|
1954
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$269K
|
–
|
–
|
–
|
|
|
1955
|
Searle & Co
Greenwich,
Connecticut
|
$268K
|
–
|
–
|
–
|
|
|
1956
|
Clarus Group
Houston,
Texas
|
$266K
|
-$62.4K
|
-121
|
-22%
|
|
|
1957
|
Vaughan David Investments
Peoria,
Illinois
|
$266K
|
-$5.16K
|
-10
|
-2%
|
|
|
1958
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$265K
|
–
|
–
|
–
|
|
|
1959
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$265K
|
+$233K
|
+452
|
New
|
|
|
1960
|
RGT Wealth Advisors
Dallas,
Texas
|
$264K
|
-$13.4K
|
-26
|
-5%
|
|
|
1961
|
Financial Network Wealth Management
Draper,
Utah
|
$264K
|
–
|
–
|
–
|
|
|
1962
|
Yorktown Management & Research Company
Forest,
Virginia
|
$264K
|
–
|
–
|
–
|
|
|
1963
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$263K
|
+$2.06K
|
+4
|
+0.9%
|
|
|
1964
|
Somerset Trust
Somerset,
Pennsylvania
|
$261K
|
+$229K
|
+445
|
New
|
|
|
1965
|
Arlington Financial Advisors
Santa Barbara,
California
|
$259K
|
–
|
–
|
–
|
|
|
1966
|
Osterweis Capital Management
San Francisco,
California
|
$259K
|
–
|
–
|
–
|
|
|
1967
|
Wellington Shields & Co
New York
|
$258K
|
–
|
–
|
–
|
|
|
1968
|
Concentric Wealth Management
Lafayette,
California
|
$257K
|
–
|
–
|
–
|
|
|
1969
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$255K
|
–
|
–
|
–
|
|
|
1970
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$254K
|
+$5.16K
|
+10
|
+2%
|
|
|
1971
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$253K
|
+$223K
|
+432
|
New
|
|
|
1972
|
WealthTrust Asset Management
Destin,
Florida
|
$253K
|
+$223K
|
+432
|
New
|
|
|
1973
|
Lipe & Dalton
Syracuse,
New York
|
$252K
|
–
|
–
|
–
|
|
|
1974
|
Patron Partners
Houston,
Texas
|
$252K
|
+$222K
|
+431
|
New
|
|
|
1975
|
FAS Wealth Partners
Leawood,
Kansas
|
$251K
|
-$2.58K
|
-5
|
-1%
|
|
