|
1951
|
Centerpoint Advisors
Needham,
Massachusetts
|
$134K
|
–
|
–
|
–
|
|
|
1952
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$134K
|
+$3.16K
|
+26
|
+2%
|
|
|
1953
|
Concord Wealth Partners
Abingdon,
Virginia
|
$133K
|
+$137K
|
+1,130
|
New
|
|
|
1954
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$130K
|
-$12.3K
|
-101
|
-8%
|
|
|
1955
|
Accel Wealth Management
Waverly,
Iowa
|
$121K
|
+$13.2K
|
+109
|
+12%
|
|
|
1956
|
Zions Bancorporation
Salt Lake City,
Utah
|
$121K
|
-$45.8K
|
-377
|
-27%
|
|
|
1957
|
D.J. St. Germain
Springfield,
Massachusetts
|
$119K
|
+$57.1K
|
+470
|
+11%
|
|
|
1958
|
Gleason Group
Prospect,
Kentucky
|
$119K
|
+$2.07K
|
+17
|
+2%
|
|
|
1959
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$118K
|
–
|
–
|
–
|
|
|
1960
|
Webster Bank
Waterbury,
Connecticut
|
$118K
|
–
|
–
|
–
|
|
|
1961
|
Corrado Advisors
Ramsey,
New Jersey
|
$118K
|
+$122K
|
+1,000
|
New
|
|
|
1962
|
DecisionPoint Financial
Mesa,
Arizona
|
$118K
|
+$122K
|
+1,000
|
New
|
|
|
1963
|
MayTech Global Investments
New York
|
$118K
|
+$122K
|
+1,000
|
New
|
|
|
1964
|
Arax Advisory Partners
Denver,
Colorado
|
$117K
|
-$729
|
-6
|
-0.6%
|
|
|
1965
|
Highlander Capital Management
Short Hills,
New Jersey
|
$114K
|
–
|
–
|
–
|
|
|
1966
|
HBC Financial Services
Seattle,
Washington
|
$113K
|
+$122K
|
+1,000
|
New
|
|
|
1967
|
WFA of San Diego
San Diego,
California
|
$111K
|
+$115K
|
+942
|
New
|
|
|
1968
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$111K
|
+$114K
|
+940
|
New
|
|
|
1969
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$109K
|
+$35.4K
|
+291
|
+46%
|
|
|
1970
|
PFG Private Wealth Management
Lutz,
Florida
|
$109K
|
-$3.16K
|
-26
|
-3%
|
|
|
1971
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$108K
|
+$111K
|
+917
|
New
|
|
|
1972
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$106K
|
-$2.19K
|
-18
|
-2%
|
|
|
1973
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$106K
|
+$109K
|
+900
|
New
|
|
|
1974
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$106K
|
+$51.2K
|
+421
|
+70%
|
|
|
1975
|
Align Wealth Management
Oklahoma City,
Oklahoma
|
$106K
|
+$126K
|
+1,034
|
New
|
|
