|
1951
|
Bangor Savings Bank
Bangor,
Maine
|
$2.19M
|
-$51.1K
|
-144
|
-2%
|
|
|
1952
|
Lyell Wealth Management
Menlo Park,
California
|
$2.19M
|
–
|
–
|
–
|
|
|
1953
|
Jupiter Wealth Management
Glendale,
Colorado
|
$2.19M
|
+$461K
|
+1,300
|
+26%
|
|
|
1954
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$2.19M
|
+$4.61K
|
+13
|
+0.2%
|
|
|
1955
|
Adero Partners
Pleasanton,
California
|
$2.18M
|
+$53.9K
|
+152
|
+3%
|
|
|
1956
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.18M
|
+$2.21M
|
+6,224
|
New
|
|
|
1957
|
|
$2.18M
|
+$2.21M
|
+6,224
|
New
|
|
|
1958
|
Gilbert & Cook
West Des Moines,
Iowa
|
$2.18M
|
-$10.6K
|
-30
|
-0.5%
|
|
|
1959
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$2.18M
|
+$12.4K
|
+35
|
+0.6%
|
|
|
1960
|
Meridian Investment Counsel
Lafayette,
California
|
$2.17M
|
-$60.3K
|
-170
|
-3%
|
|
|
1961
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$2.17M
|
+$12.1K
|
+34
|
+0.6%
|
|
|
1962
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$2.17M
|
–
|
–
|
–
|
|
|
1963
|
RMR Wealth Builders
Montclair,
New Jersey
|
$2.16M
|
+$621K
|
+1,751
|
+40%
|
|
|
1964
|
Benin Management Corp
Wilton,
Connecticut
|
$2.15M
|
–
|
–
|
–
|
|
|
1965
|
Hodges Capital Management
Dallas,
Texas
|
$2.15M
|
-$367K
|
-1,034
|
-14%
|
|
|
1966
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$2.15M
|
-$729K
|
-2,056
|
-25%
|
|
|
1967
|
TruWealth Advisors
Metairie,
Louisiana
|
$2.14M
|
-$106K
|
-298
|
-5%
|
|
|
1968
|
Winmill & Co
Walpole,
New Hampshire
|
$2.14M
|
–
|
–
|
–
|
|
|
1969
|
BIP Wealth
Atlanta,
Georgia
|
$2.14M
|
+$161K
|
+454
|
+8%
|
|
|
1970
|
Elmwood Wealth Management
Berkeley,
California
|
$2.14M
|
-$5.32K
|
-15
|
-0.2%
|
|
|
1971
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.13M
|
-$24.5K
|
-69
|
-1%
|
|
|
1972
|
Guidance Capital
Lousville,
Kentucky
|
$2.12M
|
+$47.2K
|
+133
|
+2%
|
|
|
1973
|
CMC Financial Group
Atlanta,
Georgia
|
$2.12M
|
-$355
|
-1
|
-0%
|
|
|
1974
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$2.12M
|
–
|
–
|
–
|
|
|
1975
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$2.11M
|
-$33.3K
|
-94
|
-2%
|
|
