|
1951
|
ProVise Management Group
Clearwater,
Florida
|
$261K
|
+$192
|
+4
|
+0.1%
|
|
|
1952
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$261K
|
+$232K
|
+4,830
|
New
|
|
|
1953
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$260K
|
+$722
|
+15
|
+0.3%
|
|
|
1954
|
Maridea Wealth Management
Brooklyn,
New York
|
$260K
|
-$402K
|
-8,352
|
-63%
|
|
|
1955
|
Evermay Wealth Management
Arlington,
Virginia
|
$260K
|
-$105K
|
-2,188
|
-31%
|
|
|
1956
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$259K
|
-$2.94K
|
-61
|
-1%
|
|
|
1957
|
Crews Bank & Trust
Wauchula,
Florida
|
$259K
|
-$21.7K
|
-452
|
-9%
|
|
|
1958
|
PCM Encore
Aspen,
Colorado
|
$259K
|
+$231K
|
+4,794
|
New
|
|
|
1959
|
Barrett & Company
Providence,
Rhode Island
|
$258K
|
-$72.3K
|
-1,503
|
-24%
|
|
|
1960
|
Oxford Financial Group
Carmel,
Indiana
|
$258K
|
-$2.69K
|
-56
|
-1%
|
|
|
1961
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$258K
|
-$10.1K
|
-209
|
-4%
|
|
|
1962
|
Elmwood Wealth Management
Berkeley,
California
|
$258K
|
+$230K
|
+4,776
|
New
|
|
|
1963
|
Genesee Capital Advisors
Auburn,
New York
|
$258K
|
-$4.43K
|
-92
|
-2%
|
|
|
1964
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
|
1965
|
|
$257K
|
+$11.2K
|
+232
|
+5%
|
|
|
1966
|
Mather Group
Chicago,
Illinois
|
$257K
|
+$81.3K
|
+1,689
|
+55%
|
|
|
1967
|
TCI Wealth Advisors
Tucson,
Arizona
|
$257K
|
+$2.12K
|
+44
|
+0.9%
|
|
|
1968
|
Gould Asset Management
Claremont,
California
|
$257K
|
–
|
–
|
–
|
|
|
1969
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$256K
|
-$21.9K
|
-455
|
-9%
|
|
|
1970
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$256K
|
–
|
–
|
–
|
|
|
1971
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$256K
|
+$16.4K
|
+341
|
+8%
|
|
|
1972
|
VeraBank
Henderson,
Texas
|
$256K
|
-$1.59K
|
-33
|
-0.7%
|
|
|
1973
|
First United Bank & Trust
Oakland,
Maryland
|
$256K
|
–
|
–
|
–
|
|
|
1974
|
FLC Capital Advisors
Palm Desert,
California
|
$255K
|
+$228K
|
+4,730
|
New
|
|
|
1975
|
SCS Capital Management
Boston,
Massachusetts
|
$255K
|
-$67.6K
|
-1,406
|
-23%
|
|
