|
1951
|
Prudential plc
London, England,
United Kingdom
|
$1.42M
|
-$3.62M
|
-23,103
|
-73%
|
|
|
1952
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$1.42M
|
+$50.1K
|
+320
|
+4%
|
|
|
1953
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.41M
|
+$48.2K
|
+308
|
+4%
|
|
|
1954
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$1.41M
|
–
|
–
|
–
|
|
|
1955
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.41M
|
+$543K
|
+3,467
|
+70%
|
|
|
1956
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$1.41M
|
+$10.2K
|
+65
|
+0.8%
|
|
|
1957
|
Investment Partners
New Philadelphia,
Ohio
|
$1.41M
|
+$5.01K
|
+32
|
+0.4%
|
|
|
1958
|
Apeiron RIA
Dallas,
Texas
|
$1.41M
|
-$1.56K
|
-10
|
-0.1%
|
|
|
1959
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$1.41M
|
+$9.86K
|
+63
|
+0.8%
|
|
|
1960
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$1.41M
|
+$170K
|
+1,085
|
+15%
|
|
|
1961
|
Waterloo Capital
Austin,
Texas
|
$1.4M
|
+$238K
|
+1,522
|
+22%
|
|
|
1962
|
Core Wealth Partners
Santa Rosa,
California
|
$1.4M
|
-$81.7K
|
-522
|
-6%
|
|
|
1963
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.4M
|
-$66.4K
|
-424
|
-5%
|
|
|
1964
|
World Equity Group
Schaumburg,
Illinois
|
$1.4M
|
+$40.7K
|
+260
|
+3%
|
|
|
1965
|
Matrix Trust Company
Denver,
Colorado
|
$1.4M
|
-$12.7K
|
-81
|
-1%
|
|
|
1966
|
Two Sigma Investments
New York
|
$1.4M
|
-$4.2M
|
-26,804
|
-76%
|
|
|
1967
|
Childress Capital Advisors
Houston,
Texas
|
$1.4M
|
+$18.5K
|
+118
|
+1%
|
|
|
1968
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$1.39M
|
+$21.9K
|
+140
|
+2%
|
|
|
1969
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.39M
|
+$404K
|
+2,578
|
+45%
|
|
|
1970
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$1.39M
|
-$54.6K
|
-349
|
-4%
|
|
|
1971
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.39M
|
+$46.2K
|
+295
|
+4%
|
|
|
1972
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$1.39M
|
+$271K
|
+1,730
|
+26%
|
|
|
1973
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$1.39M
|
-$8.92K
|
-57
|
-0.7%
|
|
|
1974
|
Arrow Financial
Glens Falls,
New York
|
$1.38M
|
-$1.04M
|
-6,649
|
-45%
|
|
|
1975
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.38M
|
+$74.8K
|
+478
|
+6%
|
|
