|
1951
|
SOL Capital Management
Rockville,
Maryland
|
$265K
|
–
|
–
|
–
|
|
|
1952
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$264K
|
-$10.9K
|
-10
|
-4%
|
|
|
1953
|
Schnieders Capital Management
Pasadena,
California
|
$264K
|
–
|
–
|
–
|
|
|
1954
|
Calton & Associates
Tampa,
Florida
|
$264K
|
+$21.9K
|
+20
|
+9%
|
|
|
1955
|
Secure Asset Management
Troy,
Michigan
|
$261K
|
+$267K
|
+244
|
New
|
|
|
1956
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$261K
|
+$1.09K
|
+1
|
+0.4%
|
|
|
1957
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$260K
|
–
|
–
|
–
|
|
|
1958
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$259K
|
+$265K
|
+242
|
New
|
|
|
1959
|
Charter Capital Management
Brookfield,
Wisconsin
|
$259K
|
–
|
–
|
–
|
|
|
1960
|
Clifford Group
Wayland,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
1961
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$258K
|
-$3.28K
|
-3
|
-1%
|
|
|
1962
|
VisionPoint Advisory Group
Dallas,
Texas
|
$258K
|
-$67.8K
|
-62
|
-20%
|
|
|
1963
|
High Net Worth Advisory Group
Naples,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
1964
|
Saxon Interests
Houston,
Texas
|
$257K
|
-$2.19K
|
-2
|
-0.8%
|
|
|
1965
|
REAP Financial Group
Austin,
Texas
|
$257K
|
+$20.8K
|
+19
|
+9%
|
|
|
1966
|
Golden State Wealth Management
Santa Ana,
California
|
$255K
|
+$8.75K
|
+8
|
+3%
|
|
|
1967
|
Tobias Financial Advisors
Plantation,
Florida
|
$255K
|
+$260K
|
+238
|
New
|
|
|
1968
|
Maryland Capital Advisors
Chester,
Maryland
|
$255K
|
–
|
–
|
–
|
|
|
1969
|
Realta Investment Advisors
Wilmington,
Delaware
|
$255K
|
–
|
–
|
–
|
|
|
1970
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$254K
|
-$9.84K
|
-9
|
-4%
|
|
|
1971
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$254K
|
–
|
–
|
–
|
|
|
1972
|
Code Waechter
Tampa,
Florida
|
$254K
|
+$1.09K
|
+1
|
+0.4%
|
|
|
1973
|
Perennial Advisors
New York
|
$253K
|
+$19.7K
|
+18
|
+8%
|
|
|
1974
|
Mill Capital Management
Concord,
North Carolina
|
$253K
|
+$10.9K
|
+10
|
+4%
|
|
|
1975
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$252K
|
+$257K
|
+235
|
New
|
|
