|
1951
|
Renasant Bank
Tupelo,
Mississippi
|
$239K
|
-$4.8K
|
-112
|
-2%
|
|
|
1952
|
HeadInvest LLC
Portland,
Maine
|
$239K
|
–
|
–
|
–
|
|
|
1953
|
Monument Capital Management
Alexandria,
Virginia
|
$239K
|
+$262K
|
+6,103
|
New
|
|
|
1954
|
Wolff Wiese Magana
Carslbad,
California
|
$237K
|
-$27.1K
|
-632
|
-9%
|
|
|
1955
|
Campion Asset Management
Falls Church,
Virginia
|
$237K
|
–
|
–
|
–
|
|
|
1956
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
1957
|
Calton & Associates
Tampa,
Florida
|
$234K
|
-$44.8K
|
-1,044
|
-15%
|
|
|
1958
|
FSC Wealth Advisors
Fishkill,
New York
|
$233K
|
–
|
–
|
–
|
|
|
1959
|
Pacific Global Investment Management
Glendale,
California
|
$232K
|
-$5.06K
|
-118
|
-2%
|
|
|
1960
|
Soltis Investment Advisors
St. George,
Utah
|
$232K
|
+$257
|
+6
|
+0.1%
|
|
|
1961
|
MJP Associates
Farmington,
Connecticut
|
$231K
|
-$69.8K
|
-1,627
|
-22%
|
|
|
1962
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$231K
|
-$386
|
-9
|
-0.2%
|
|
|
1963
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$231K
|
+$10.1K
|
+235
|
+4%
|
|
|
1964
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$230K
|
-$98.5K
|
-2,298
|
-28%
|
|
|
1965
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$230K
|
+$3.52K
|
+82
|
+1%
|
|
|
1966
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$230K
|
+$29.9K
|
+697
|
+13%
|
|
|
1967
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$230K
|
+$251K
|
+5,858
|
New
|
|
|
1968
|
Trustco Bank (New York)
Albany,
New York
|
$229K
|
-$4.25K
|
-99
|
-2%
|
|
|
1969
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
1970
|
Lipe & Dalton
Syracuse,
New York
|
$229K
|
+$4.29K
|
+100
|
+2%
|
|
|
1971
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$229K
|
+$8.79K
|
+205
|
+4%
|
|
|
1972
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$229K
|
+$34.7K
|
+810
|
+16%
|
|
|
1973
|
Wealthquest
Cincinnati,
Ohio
|
$228K
|
-$17K
|
-396
|
-6%
|
|
|
1974
|
Shikiar Asset Management
New York
|
$228K
|
–
|
–
|
–
|
|
|
1975
|
Financial Engines Advisors
Santa Clara,
California
|
$227K
|
-$264K
|
-6,163
|
-52%
|
|
