|
1951
|
One Wealth Advisors
San Francisco,
California
|
$796K
|
+$1.85K
|
+44
|
+0.3%
|
|
|
1952
|
Gilbert & Cook
West Des Moines,
Iowa
|
$795K
|
+$39.2K
|
+932
|
+6%
|
|
|
1953
|
Sittner & Nelson
Eugene,
Oregon
|
$794K
|
+$39.4K
|
+937
|
+6%
|
|
|
1954
|
PAR Capital Management
Boston,
Massachusetts
|
$790K
|
+$58.9K
|
+1,400
|
+9%
|
|
|
1955
|
Crews Bank & Trust
Wauchula,
Florida
|
$784K
|
-$631
|
-15
|
-0.1%
|
|
|
1956
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$781K
|
–
|
–
|
–
|
|
|
1957
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$781K
|
+$14.9K
|
+354
|
+2%
|
|
|
1958
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$781K
|
–
|
–
|
–
|
|
|
1959
|
CKW Financial Group
Honolulu,
Hawaii
|
$779K
|
+$168
|
+4
|
+0%
|
|
|
1960
|
Cannell & Spears
New York
|
$779K
|
-$67.8K
|
-1,611
|
-9%
|
|
|
1961
|
|
$778K
|
+$691K
|
+16,432
|
New
|
|
|
1962
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$777K
|
+$30.6K
|
+727
|
+5%
|
|
|
1963
|
Delta Asset Management
Memphis,
Tennessee
|
$775K
|
-$421
|
-10
|
-0.1%
|
|
|
1964
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$774K
|
+$132K
|
+3,131
|
+24%
|
|
|
1965
|
ASB Consultores
Aventura,
Florida
|
$774K
|
+$180K
|
+4,270
|
+35%
|
|
|
1966
|
|
$773K
|
–
|
–
|
–
|
|
|
1967
|
Silvia McColl Wealth Management
San Diego,
California
|
$772K
|
-$2.31K
|
-55
|
-0.3%
|
|
|
1968
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$772K
|
+$190K
|
+4,518
|
+38%
|
|
|
1969
|
McIlrath & Eck
Arlington,
Washington
|
$770K
|
-$199K
|
-4,732
|
-23%
|
|
|
1970
|
Forza Wealth Management
Sarasota,
Florida
|
$769K
|
–
|
–
|
–
|
|
|
1971
|
First Citizens Financial Corp
Mason City,
Iowa
|
$766K
|
-$7.91K
|
-188
|
-1%
|
|
|
1972
|
Bay Colony Advisors
Concord,
Massachusetts
|
$766K
|
-$1.14K
|
-27
|
-0.2%
|
|
|
1973
|
Old Port Advisors
Portland,
Maine
|
$765K
|
-$37.2K
|
-885
|
-5%
|
|
|
1974
|
Maia Wealth
Denver,
Colorado
|
$764K
|
-$49.6K
|
-1,178
|
-7%
|
|
|
1975
|
Accel Wealth Management
Waverly,
Iowa
|
$764K
|
-$5.93K
|
-141
|
-0.9%
|
|
