|
1951
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.7M
|
-$153K
|
-419
|
-8%
|
|
|
1952
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.7M
|
+$1.81M
|
+4,942
|
New
|
|
|
1953
|
Excalibur Management
Waltham,
Massachusetts
|
$1.7M
|
-$3.3K
|
-9
|
-0.2%
|
|
|
1954
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.7M
|
-$1.47K
|
-4
|
-0.1%
|
|
|
1955
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.69M
|
-$78.4K
|
-214
|
-4%
|
|
|
1956
|
Yeomans Consulting Group
Marietta,
Georgia
|
$1.69M
|
+$261K
|
+713
|
+17%
|
|
|
1957
|
Altman Advisors
Chicago,
Illinois
|
$1.68M
|
-$35.2K
|
-96
|
-2%
|
|
|
1958
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.68M
|
-$80.6K
|
-220
|
-4%
|
|
|
1959
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$1.68M
|
+$51.6K
|
+141
|
+3%
|
|
|
1960
|
Ironwood Financial
Tucson,
Arizona
|
$1.67M
|
-$13.2K
|
-36
|
-0.8%
|
|
|
1961
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.67M
|
-$144K
|
-392
|
-7%
|
|
|
1962
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.67M
|
+$82K
|
+224
|
+5%
|
|
|
1963
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.67M
|
-$256K
|
-699
|
-13%
|
|
|
1964
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.67M
|
+$106K
|
+289
|
+6%
|
|
|
1965
|
Potomac Fund Management
Miami,
Florida
|
$1.66M
|
-$23.1K
|
-63
|
-1%
|
|
|
1966
|
Kerusso Capital Management
Winston Salem,
North Carolina
|
$1.66M
|
-$1.15M
|
-3,136
|
-39%
|
|
|
1967
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.66M
|
+$6.96K
|
+19
|
+0.4%
|
|
|
1968
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$1.66M
|
-$1.47K
|
-4
|
-0.1%
|
|
|
1969
|
Rydar Equities
Weatherford,
Texas
|
$1.66M
|
+$63.7K
|
+174
|
+4%
|
|
|
1970
|
Institute for Wealth Management
Denver,
Colorado
|
$1.66M
|
-$95.6K
|
-261
|
-5%
|
|
|
1971
|
Sovran Advisors
San Diego,
California
|
$1.66M
|
-$86.4K
|
-236
|
-5%
|
|
|
1972
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.65M
|
-$251K
|
-685
|
-12%
|
|
|
1973
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.65M
|
-$466K
|
-1,272
|
-21%
|
|
|
1974
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.65M
|
+$29.7K
|
+81
|
+2%
|
|
|
1975
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$1.65M
|
+$73.3K
|
+200
|
+5%
|
|
