|
1951
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$296K
|
+$300K
|
+1,222
|
New
|
|
|
1952
|
Slagle Financial
Edwardsville,
Illinois
|
$296K
|
-$6.39K
|
-26
|
-2%
|
|
|
1953
|
MN Wealth Advisors
Overland Park,
Kansas
|
$296K
|
+$52.8K
|
+215
|
+21%
|
|
|
1954
|
Team Hewins
Redwood City,
California
|
$295K
|
-$140K
|
-569
|
-32%
|
|
|
1955
|
Crew Capital Management
Cincinnati,
Ohio
|
$294K
|
+$49.1K
|
+200
|
+20%
|
|
|
1956
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$294K
|
-$9.83K
|
-40
|
-3%
|
|
|
1957
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$293K
|
–
|
–
|
–
|
|
|
1958
|
Webster Bank
Waterbury,
Connecticut
|
$293K
|
–
|
–
|
–
|
|
|
1959
|
Sabal Trust
St. Petersburg,
Florida
|
$293K
|
+$24.6K
|
+100
|
+9%
|
|
|
1960
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$293K
|
+$270K
|
+1,100
|
New
|
|
|
1961
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$292K
|
-$8.6K
|
-35
|
-3%
|
|
|
1962
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$291K
|
+$73.7K
|
+300
|
+33%
|
|
|
1963
|
Buckhead Capital Management
Atlanta,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
1964
|
Lantz Financial
Naperville,
Illinois
|
$290K
|
+$25.6K
|
+104
|
+10%
|
|
|
1965
|
First Merchants Corp
Muncie,
Indiana
|
$290K
|
+$294K
|
+1,197
|
New
|
|
|
1966
|
Belfer Management
New York
|
$289K
|
–
|
–
|
–
|
|
|
1967
|
WBH Advisory
Baltimore,
Maryland
|
$289K
|
-$33.7K
|
-137
|
-10%
|
|
|
1968
|
Peninsula Asset Management
Bradenton,
Florida
|
$289K
|
–
|
–
|
–
|
|
|
1969
|
Ironwood Financial
Tucson,
Arizona
|
$288K
|
+$22.9K
|
+93
|
+8%
|
|
|
1970
|
Global Wealth Management
Kingston,
New Jersey
|
$288K
|
–
|
–
|
–
|
|
|
1971
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$287K
|
-$30K
|
-122
|
-9%
|
|
|
1972
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$287K
|
–
|
–
|
–
|
|
|
1973
|
IMA Advisory Services
Denver,
Colorado
|
$287K
|
+$150K
|
+610
|
+106%
|
|
|
1974
|
Provident Investment Management
Novi,
Michigan
|
$287K
|
-$18.4K
|
-75
|
-6%
|
|
|
1975
|
United Capital Management of KS
Salina,
Kansas
|
$283K
|
-$515K
|
-2,095
|
-64%
|
|
