|
1951
|
|
$748K
|
-$22.9K
|
-300
|
-3%
|
|
|
1952
|
Price Wealth
Austin,
Texas
|
$747K
|
–
|
–
|
–
|
|
|
1953
|
Meridian Financial Partners
Warrenton,
Virginia
|
$746K
|
+$3.05K
|
+40
|
+0.4%
|
|
|
1954
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$744K
|
–
|
–
|
–
|
|
|
1955
|
SOL Capital Management
Rockville,
Maryland
|
$742K
|
-$42.7K
|
-560
|
-5%
|
|
|
1956
|
City Holding Co
Charleston,
West Virginia
|
$742K
|
–
|
–
|
–
|
|
|
1957
|
Strategic Blueprint
Atlanta,
Georgia
|
$742K
|
+$771K
|
+10,100
|
New
|
|
|
1958
|
Willow Creek Wealth Management
Sebastopol,
California
|
$741K
|
-$22.9K
|
-300
|
-3%
|
|
|
1959
|
BSW Wealth Partners
Boulder,
Colorado
|
$739K
|
-$285K
|
-3,740
|
-27%
|
|
|
1960
|
Tarbox Family Office
Newport Beach,
California
|
$739K
|
-$61K
|
-800
|
-7%
|
|
|
1961
|
Axiom Investment Management
New York
|
$739K
|
+$4.58K
|
+60
|
+0.6%
|
|
|
1962
|
Stelac Advisory Services
New York
|
$739K
|
+$262K
|
+3,440
|
+52%
|
|
|
1963
|
PEAK6 Investments
Chicago,
Illinois
|
$738K
|
+$450K
|
+5,900
|
+143%
|
|
|
1964
|
Berman Capital Advisors
Atlanta,
Georgia
|
$736K
|
-$491K
|
-6,440
|
-39%
|
|
|
1965
|
Springhouse Capital Management
Westport,
Connecticut
|
$735K
|
-$763K
|
-10,000
|
-50%
|
|
|
1966
|
Crestone Asset Management
Boulder,
Colorado
|
$735K
|
-$7.63K
|
-100
|
-1%
|
|
|
1967
|
Southport Management
Wilson,
Wyoming
|
$735K
|
-$381K
|
-5,000
|
-33%
|
|
|
1968
|
Sunflower Bank
Dallas,
Texas
|
$734K
|
-$41.2K
|
-540
|
-5%
|
|
|
1969
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$732K
|
-$22.9K
|
-300
|
-3%
|
|
|
1970
|
Financial Engines Advisors
Santa Clara,
California
|
$730K
|
+$519K
|
+6,800
|
+217%
|
|
|
1971
|
Financial Advisory Group
Houston,
Texas
|
$729K
|
+$24.4K
|
+320
|
+3%
|
|
|
1972
|
Davidson Trust Company
Seattle,
Washington
|
$726K
|
–
|
–
|
–
|
|
|
1973
|
Reston Wealth Management
Reston,
Virginia
|
$722K
|
-$183K
|
-2,400
|
-20%
|
|
|
1974
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$722K
|
-$25.9K
|
-340
|
-3%
|
|
|
1975
|
First National Corp
Rockland,
Massachusetts
|
$722K
|
+$9.15K
|
+120
|
+2%
|
|
