|
1951
|
Bridgeworth
Birmingham,
Alabama
|
$772K
|
-$48.3K
|
-236
|
-6%
|
|
|
1952
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$772K
|
–
|
–
|
–
|
|
|
1953
|
Maven Securities
St Helier,
Jersey
|
$771K
|
+$743K
|
+3,631
|
New
|
|
|
1954
|
Camden National Bank
Camden,
Maine
|
$770K
|
-$14.1K
|
-69
|
-2%
|
|
|
1955
|
Chesley Taft & Associates
Chicago,
Illinois
|
$769K
|
+$488K
|
+2,385
|
+195%
|
|
|
1956
|
Weather Gauge Advisory
Williamsburg,
Virginia
|
$767K
|
–
|
–
|
–
|
|
|
1957
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$767K
|
+$737K
|
+3,602
|
New
|
|
|
1958
|
Cornerstone Capital
Palo Alto,
California
|
$766K
|
-$9.82K
|
-48
|
-1%
|
|
|
1959
|
LifeSteps Financial
Claremont,
California
|
$766K
|
+$26.6K
|
+130
|
+4%
|
|
|
1960
|
McCollum Christoferson Group
Amherst,
New York
|
$766K
|
+$736K
|
+3,597
|
New
|
|
|
1961
|
Lantz Financial
Naperville,
Illinois
|
$764K
|
–
|
–
|
–
|
|
|
1962
|
Windsor Creek Advisors
Bethel,
Vermont
|
$763K
|
+$3.68K
|
+18
|
+0.5%
|
|
|
1963
|
AllSquare Wealth Management
Albany,
New York
|
$758K
|
–
|
–
|
–
|
|
|
1964
|
Pacific Center for Financial Services
San Ramon,
California
|
$758K
|
–
|
–
|
–
|
|
|
1965
|
RMR Wealth Builders
Montclair,
New Jersey
|
$758K
|
+$650K
|
+3,177
|
+825%
|
|
|
1966
|
Winfield Associates
Cleveland,
Ohio
|
$757K
|
-$20.5K
|
-100
|
-3%
|
|
|
1967
|
Aristotle Capital Management
Los Angeles,
California
|
$756K
|
-$37K
|
-181
|
-5%
|
|
|
1968
|
Affinity Capital Advisors
Berkeley,
California
|
$756K
|
+$435K
|
+2,126
|
+149%
|
|
|
1969
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$748K
|
+$9.21K
|
+45
|
+1%
|
|
|
1970
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$747K
|
-$66.7K
|
-326
|
-8%
|
|
|
1971
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$745K
|
-$309K
|
-1,513
|
-30%
|
|
|
1972
|
PFG Advisors
Phoenix,
Arizona
|
$745K
|
+$22.1K
|
+108
|
+3%
|
|
|
1973
|
Game Creek Capital
Boston,
Massachusetts
|
$745K
|
+$716K
|
+3,500
|
New
|
|
|
1974
|
|
$744K
|
-$16.4K
|
-80
|
-2%
|
|
|
1975
|
Charles Schwab Trust
Henderson,
Nevada
|
$744K
|
+$32.9K
|
+161
|
+5%
|
|
