|
1951
|
Chapman Financial Group
Kailua,
Hawaii
|
$78.1K
|
+$24K
|
+83
|
+85%
|
|
|
1952
|
Elevation Wealth Partners
Santa Rosa,
California
|
$77.7K
|
+$51.2K
|
+177
|
+5,900%
|
|
|
1953
|
Wellington Group
Indianapolis,
Indiana
|
$73.9K
|
–
|
–
|
–
|
|
|
1954
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$73K
|
–
|
–
|
–
|
|
|
1955
|
Thompson Investment Management
Madison,
Wisconsin
|
$72.9K
|
–
|
–
|
–
|
|
|
1956
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$72.1K
|
+$19.7K
|
+68
|
+69%
|
|
|
1957
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$71.6K
|
+$6.36K
|
+22
|
+15%
|
|
|
1958
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$70K
|
-$24.9K
|
-86
|
-35%
|
|
|
1959
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$69.5K
|
–
|
–
|
–
|
|
|
1960
|
Downshift Financial
Boulder,
Colorado
|
$66.9K
|
+$44.8K
|
+155
|
New
|
|
|
1961
|
Rossby Financial
Melbourne,
Florida
|
$66.4K
|
-$56.1K
|
-194
|
-56%
|
|
|
1962
|
Salomon & Ludwin
Richmond,
Virginia
|
$65.5K
|
+$6.36K
|
+22
|
+17%
|
|
|
1963
|
Close Asset Management
London,
United Kingdom
|
$65K
|
-$17.4K
|
-60
|
-29%
|
|
|
1964
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$65K
|
–
|
–
|
–
|
|
|
1965
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$64.7K
|
–
|
–
|
–
|
|
|
1966
|
Continuum Advisory
Eagle,
Idaho
|
$64K
|
+$42.8K
|
+148
|
New
|
|
|
1967
|
Allied Private Wealth
Boca Raton,
Florida
|
$62.8K
|
+$41.9K
|
+145
|
New
|
|
|
1968
|
Richardson Financial Services
Medway,
Massachusetts
|
$61.3K
|
+$41.1K
|
+142
|
New
|
|
|
1969
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$60.4K
|
+$4.34K
|
+15
|
+12%
|
|
|
1970
|
Country Trust Bank
Bloomington,
Illinois
|
$59.5K
|
–
|
–
|
–
|
|
|
1971
|
Clean Yield Group
Norwich,
Vermont
|
$55.7K
|
–
|
–
|
–
|
|
|
1972
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$55.5K
|
+$868
|
+3
|
+2%
|
|
|
1973
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$55.2K
|
+$23.4K
|
+81
|
+172%
|
|
|
1974
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$53.1K
|
–
|
–
|
–
|
|
|
1975
|
Grove Bank & Trust
Miami,
Florida
|
$52.6K
|
+$3.18K
|
+11
|
+10%
|
|
