|
1951
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$574K
|
-$4.64M
|
-95,038
|
-89%
|
|
|
1952
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$574K
|
+$563K
|
+11,525
|
New
|
|
|
1953
|
Bourne Lent Asset Management
Pawling,
New York
|
$572K
|
-$68.4K
|
-1,400
|
-11%
|
|
|
1954
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$571K
|
+$165K
|
+3,385
|
+42%
|
|
|
1955
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$570K
|
-$131K
|
-2,687
|
-19%
|
|
|
1956
|
CGN Advisors
Manhattan,
Kansas
|
$569K
|
+$558K
|
+11,431
|
New
|
|
|
1957
|
S.A. Mason
Holland,
Michigan
|
$568K
|
+$10.3K
|
+210
|
+2%
|
|
|
1958
|
Meridian Financial Partners
Warrenton,
Virginia
|
$567K
|
+$91.8K
|
+1,879
|
+24%
|
|
|
1959
|
Columbia Trust
Portland,
Oregon
|
$567K
|
+$557K
|
+11,402
|
New
|
|
|
1960
|
SignalPoint Asset Management
Springfield,
Missouri
|
$566K
|
-$92.5K
|
-1,894
|
-14%
|
|
|
1961
|
Ironwood Investment Management
Boston,
Massachusetts
|
$566K
|
–
|
–
|
–
|
|
|
1962
|
Eagle Global Advisors
Houston,
Texas
|
$564K
|
-$28.8K
|
-590
|
-5%
|
|
|
1963
|
Summit Securities Group
New York
|
$563K
|
-$156K
|
-3,200
|
-22%
|
|
|
1964
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$563K
|
-$8.16K
|
-167
|
-1%
|
|
|
1965
|
Hendley & Co
Zanesville,
Ohio
|
$562K
|
–
|
–
|
–
|
|
|
1966
|
Howe & Rusling
Rochester,
New York
|
$561K
|
-$8.77M
|
-179,477
|
-94%
|
|
|
1967
|
Marcum Wealth
Cleveland,
Ohio
|
$559K
|
+$271K
|
+5,543
|
+98%
|
|
|
1968
|
Krilogy Financial
St. Louis,
Missouri
|
$558K
|
-$82.1K
|
-1,681
|
-13%
|
|
|
1969
|
Jones Financial Companies
Des Peres,
Missouri
|
$557K
|
+$48.2K
|
+986
|
+10%
|
|
|
1970
|
TownSquare Capital
Provo,
Utah
|
$555K
|
+$27.1K
|
+554
|
+5%
|
|
|
1971
|
Investment Partners
New Philadelphia,
Ohio
|
$552K
|
+$25.2K
|
+516
|
+5%
|
|
|
1972
|
VisionPoint Advisory Group
Dallas,
Texas
|
$552K
|
+$121K
|
+2,471
|
+29%
|
|
|
1973
|
Van Strum & Towne
San Francisco,
California
|
$551K
|
-$64.5K
|
-1,320
|
-11%
|
|
|
1974
|
|
$551K
|
–
|
–
|
–
|
|
|
1975
|
Albion Financial Group
Salt Lake City,
Utah
|
$548K
|
-$3.16M
|
-64,782
|
-85%
|
|
