|
1951
|
|
$446K
|
-$714
|
-7
|
-0.2%
|
|
|
1952
|
PAX Financial Group
San Antonio,
Texas
|
$445K
|
-$8.87K
|
-87
|
-2%
|
|
|
1953
|
Edgewood Management
Greenwich,
Connecticut
|
$443K
|
–
|
–
|
–
|
|
|
1954
|
Harvey Investment Company
Louisville,
Kentucky
|
$443K
|
–
|
–
|
–
|
|
|
1955
|
|
$442K
|
–
|
–
|
–
|
|
|
1956
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$442K
|
+$34.9K
|
+342
|
+8%
|
|
|
1957
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$442K
|
+$29K
|
+284
|
+7%
|
|
|
1958
|
High Net Worth Advisory Group
Naples,
Florida
|
$441K
|
–
|
–
|
–
|
|
|
1959
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$441K
|
-$78.1K
|
-766
|
-14%
|
|
|
1960
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$441K
|
-$8.46K
|
-83
|
-2%
|
|
|
1961
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$440K
|
-$10.8K
|
-106
|
-2%
|
|
|
1962
|
Archford Capital Strategies
Swansea,
Illinois
|
$440K
|
-$24.4K
|
-239
|
-5%
|
|
|
1963
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$439K
|
–
|
–
|
–
|
|
|
1964
|
Hall Capital Management
Barrington,
Rhode Island
|
$438K
|
–
|
–
|
–
|
|
|
1965
|
Goldstein Advisors
Madison,
Wisconsin
|
$438K
|
+$152K
|
+1,495
|
+49%
|
|
|
1966
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$437K
|
-$1.12K
|
-11
|
-0.2%
|
|
|
1967
|
COFG Advisors
Oak Brook,
Illinois
|
$436K
|
+$24.6K
|
+241
|
+6%
|
|
|
1968
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$435K
|
-$120K
|
-1,176
|
-21%
|
|
|
1969
|
Calton & Associates
Tampa,
Florida
|
$435K
|
-$26.1K
|
-256
|
-5%
|
|
|
1970
|
Shum Financial Group
Alameda,
California
|
$433K
|
-$149K
|
-1,458
|
-24%
|
|
|
1971
|
Sendero Wealth Management
San Antonio,
Texas
|
$433K
|
-$918
|
-9
|
-0.2%
|
|
|
1972
|
National Wealth Management Group
Cincinnati,
Ohio
|
$433K
|
-$78.2K
|
-767
|
-15%
|
|
|
1973
|
Pacific Sage Partners
Edmonds,
Washington
|
$431K
|
-$37K
|
-363
|
-8%
|
|
|
1974
|
Hollencrest Capital Management
Newport Beach,
California
|
$431K
|
-$29.4K
|
-288
|
-6%
|
|
|
1975
|
Camden National Bank
Camden,
Maine
|
$431K
|
+$52.1K
|
+511
|
+13%
|
|
