|
1951
|
Grove Bank & Trust
Miami,
Florida
|
$405K
|
-$512K
|
-6,785
|
-55%
|
|
|
1952
|
Morningstar Investment Management
Chicago,
Illinois
|
$403K
|
+$422K
|
+5,602
|
New
|
|
|
1953
|
|
$402K
|
+$421K
|
+5,581
|
New
|
|
|
1954
|
Summit Trail Advisors
New York
|
$401K
|
-$44K
|
-583
|
-9%
|
|
|
1955
|
Parcion Private Wealth
Bellevue,
Washington
|
$401K
|
–
|
–
|
–
|
|
|
1956
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$400K
|
+$419K
|
+5,560
|
New
|
|
|
1957
|
OneAscent Financial Services
Birmingham,
Alabama
|
$400K
|
-$112K
|
-1,480
|
-21%
|
|
|
1958
|
RBA Wealth Management
Newport Beach,
California
|
$400K
|
-$4.07M
|
-54,015
|
-91%
|
|
|
1959
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$399K
|
+$4.15K
|
+55
|
+1%
|
|
|
1960
|
First International Bank & Trust
Watford City,
North Dakota
|
$399K
|
+$4.3K
|
+57
|
+1%
|
|
|
1961
|
Lavaca Capital
Houston,
Texas
|
$398K
|
-$9.58K
|
-127
|
-2%
|
|
|
1962
|
|
$398K
|
-$10.9K
|
-145
|
-3%
|
|
|
1963
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$398K
|
+$417K
|
+5,527
|
New
|
|
|
1964
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$396K
|
+$94.7K
|
+1,256
|
+30%
|
|
|
1965
|
Alta Advisers
London,
United Kingdom
|
$396K
|
–
|
–
|
–
|
|
|
1966
|
Mattern Wealth Management
Lawrence,
Kansas
|
$396K
|
–
|
–
|
–
|
|
|
1967
|
Adams Asset Advisors
Dallas,
Texas
|
$396K
|
-$754
|
-10
|
-0.2%
|
|
|
1968
|
E Fund Management
Guangzhou,
China
|
$393K
|
-$54.1K
|
-717
|
-12%
|
|
|
1969
|
Leuthold Group
Minneapolis,
Minnesota
|
$393K
|
-$6.03K
|
-80
|
-1%
|
|
|
1970
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$390K
|
-$110K
|
-1,463
|
-21%
|
|
|
1971
|
MBA Advisors
Hermitage,
Pennsylvania
|
$390K
|
–
|
–
|
–
|
|
|
1972
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$389K
|
+$56.8K
|
+753
|
+16%
|
|
|
1973
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$389K
|
–
|
–
|
–
|
|
|
1974
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$388K
|
+$406K
|
+5,391
|
New
|
|
|
1975
|
S.A. Mason
Holland,
Michigan
|
$388K
|
-$13.9K
|
-185
|
-3%
|
|
