|
1951
|
Perennial Investment Advisors
Los Angeles,
California
|
$341K
|
+$27.6K
|
+49
|
+9%
|
|
|
1952
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$341K
|
-$11.3K
|
-20
|
-3%
|
|
|
1953
|
Cortland Associates
St Louis,
Missouri
|
$341K
|
–
|
–
|
–
|
|
|
1954
|
|
$341K
|
-$1.44M
|
-2,558
|
-81%
|
|
|
1955
|
REDW Wealth
Albuquerque,
New Mexico
|
$341K
|
+$1.69K
|
+3
|
+0.5%
|
|
|
1956
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$340K
|
+$341K
|
+604
|
New
|
|
|
1957
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$340K
|
+$14.1K
|
+25
|
+4%
|
|
|
1958
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$340K
|
-$23.1K
|
-41
|
-6%
|
|
|
1959
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$339K
|
-$5.08K
|
-9
|
-2%
|
|
|
1960
|
First Nebraska Trust
Lincoln,
Nebraska
|
$339K
|
–
|
–
|
–
|
|
|
1961
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$339K
|
+$340K
|
+602
|
New
|
|
|
1962
|
First Growth Capital
Pikesville,
Maryland
|
$339K
|
-$18.6K
|
-33
|
-5%
|
|
|
1963
|
F/M Investments
Washington,
District of Columbia
|
$338K
|
-$582K
|
-1,032
|
-63%
|
|
|
1964
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$338K
|
–
|
–
|
–
|
|
|
1965
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$338K
|
–
|
–
|
–
|
|
|
1966
|
McLaughlin Asset Management
Danville,
Illinois
|
$338K
|
+$338K
|
+600
|
New
|
|
|
1967
|
United Bank (Virginia)
Vienna,
Virginia
|
$337K
|
–
|
–
|
–
|
|
|
1968
|
Invested Advisors
State College,
Pennsylvania
|
$336K
|
+$564
|
+1
|
+0.2%
|
|
|
1969
|
Armis Advisers
Atlanta,
Georgia
|
$335K
|
+$326K
|
+577
|
New
|
|
|
1970
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$335K
|
+$7.9K
|
+14
|
+2%
|
|
|
1971
|
Southland Equity Partners
Wildwood,
Missouri
|
$335K
|
+$28.8K
|
+51
|
+9%
|
|
|
1972
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$334K
|
–
|
–
|
–
|
|
|
1973
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$334K
|
+$334K
|
+592
|
New
|
|
|
1974
|
|
$333K
|
-$139K
|
-247
|
-30%
|
|
|
1975
|
Park Place Capital
Homewood,
Alabama
|
$332K
|
-$1.69K
|
-3
|
-0.5%
|
|
