|
1951
|
Bank & Trust Company
Litchfield,
Illinois
|
$61.8K
|
–
|
–
|
–
|
|
|
1952
|
Trust Company
Manhattan,
Kansas
|
$61.3K
|
-$14.1K
|
-117
|
-18%
|
|
|
1953
|
ORG Wealth Partners
Dallas,
Texas
|
$60.7K
|
+$37.7K
|
+314
|
+155%
|
|
|
1954
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$60.2K
|
–
|
–
|
–
|
|
|
1955
|
Bruce G. Allen Investments
Denver,
Colorado
|
$59.8K
|
+$11.5K
|
+96
|
+23%
|
|
|
1956
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$58.8K
|
–
|
–
|
–
|
|
|
1957
|
Millstone Evans Group
Boulder,
Colorado
|
$57.9K
|
–
|
–
|
–
|
|
|
1958
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$57.1K
|
+$9.85K
|
+82
|
+20%
|
|
|
1959
|
PFS Partners
Mine Hill,
New Jersey
|
$56.6K
|
+$240
|
+2
|
+0.4%
|
|
|
1960
|
Wolff Wiese Magana
Carslbad,
California
|
$56.2K
|
-$7.57K
|
-63
|
-12%
|
|
|
1961
|
GW&K Investment Management
Boston,
Massachusetts
|
$55K
|
+$3.48K
|
+29
|
+7%
|
|
|
1962
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$54.9K
|
+$9.61K
|
+80
|
+21%
|
|
|
1963
|
SJS Investment Consulting
Sylvania,
Ohio
|
$54.2K
|
-$30K
|
-250
|
-35%
|
|
|
1964
|
Navigoe Wealth Management
Redondo Beach,
California
|
$53K
|
+$55K
|
+458
|
New
|
|
|
1965
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$52.7K
|
-$12.4K
|
-103
|
-19%
|
|
|
1966
|
BFSG LLC
Irvine,
California
|
$52.5K
|
–
|
–
|
–
|
|
|
1967
|
True Wealth Design
Akron,
Ohio
|
$52.4K
|
+$29.1K
|
+242
|
+119%
|
|
|
1968
|
Godfrey Financial Associates
Glenmont,
New York
|
$52.4K
|
-$4.81K
|
-40
|
-8%
|
|
|
1969
|
BOK Financial Private Wealth
Denver,
Colorado
|
$52.1K
|
+$5.17K
|
+43
|
+11%
|
|
|
1970
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$50.6K
|
-$339K
|
-2,822
|
-87%
|
|
|
1971
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$49.2K
|
+$50.2K
|
+418
|
New
|
|
|
1972
|
Matthew Hamilton Rosenberg
|
$49.2K
|
-$4.69K
|
-39
|
-9%
|
|
|
1973
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$48.9K
|
+$360
|
+3
|
+0.7%
|
|
|
1974
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$46.9K
|
-$24.6K
|
-205
|
-34%
|
|
|
1975
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$46.4K
|
+$3.36K
|
+28
|
+8%
|
|
