|
1951
|
Kelleher Financial Advisors
New York
|
$290K
|
–
|
–
|
–
|
|
|
1952
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$287K
|
–
|
–
|
–
|
|
|
1953
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
$287K
|
-$60.4K
|
-632
|
-19%
|
|
|
1954
|
Trust Company
Manhattan,
Kansas
|
$286K
|
-$382
|
-4
|
-0.1%
|
|
|
1955
|
Pacific Center for Financial Services
San Ramon,
California
|
$286K
|
–
|
–
|
–
|
|
|
1956
|
Robinswood Financial
Kirkland,
Washington
|
$285K
|
–
|
–
|
–
|
|
|
1957
|
FF Advisors
Manhattan Beach,
California
|
$284K
|
+$256K
|
+2,680
|
New
|
|
|
1958
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$283K
|
–
|
–
|
–
|
|
|
1959
|
Cetera Trust Company
St. Paul,
Minnesota
|
$283K
|
–
|
–
|
–
|
|
|
1960
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$282K
|
–
|
–
|
–
|
|
|
1961
|
Bowman & Company
Oshkosh,
Wisconsin
|
$281K
|
–
|
–
|
–
|
|
|
1962
|
Canopy Partners
Cincinnati,
Ohio
|
$279K
|
-$36.3K
|
-380
|
-13%
|
|
|
1963
|
Capital Research Global Investors
Los Angeles,
California
|
$277K
|
+$6.5K
|
+68
|
+3%
|
|
|
1964
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$277K
|
+$16.4K
|
+172
|
+7%
|
|
|
1965
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$277K
|
+$249K
|
+2,608
|
New
|
|
|
1966
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$277K
|
–
|
–
|
–
|
|
|
1967
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$276K
|
+$5.36K
|
+56
|
+2%
|
|
|
1968
|
Howard Financial Services
Dallas,
Texas
|
$276K
|
+$1.53K
|
+16
|
+0.6%
|
|
|
1969
|
Security Financial Services
Fort Wayne,
Indiana
|
$276K
|
–
|
–
|
–
|
|
|
1970
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$275K
|
-$27.5K
|
-288
|
-10%
|
|
|
1971
|
Harold Davidson & Associates
Los Angeles,
California
|
$275K
|
+$247K
|
+2,588
|
New
|
|
|
1972
|
M.E. Allison & Co
San Antonio,
Texas
|
$274K
|
–
|
–
|
–
|
|
|
1973
|
RVW Wealth
Los Angeles,
California
|
$274K
|
–
|
–
|
–
|
|
|
1974
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$274K
|
+$247K
|
+2,580
|
New
|
|
|
1975
|
Boston Research & Management
Manchester,
Massachusetts
|
$273K
|
-$30.2K
|
-316
|
-11%
|
|
