|
1951
|
Clearstead Trust
Portland,
Maine
|
$286K
|
–
|
–
|
–
|
|
|
1952
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$286K
|
–
|
–
|
–
|
|
|
1953
|
Doheny Asset Management
Los Angeles,
California
|
$286K
|
–
|
–
|
–
|
|
|
1954
|
J.W. Burns & Co
Dewitt,
New York
|
$286K
|
–
|
–
|
–
|
|
|
1955
|
Mendel Capital Management
Little Rock,
Arkansas
|
$286K
|
–
|
–
|
–
|
|
|
1956
|
Montgomery Investment Management
Rockville,
Maryland
|
$286K
|
–
|
–
|
–
|
|
|
1957
|
PRW Wealth Management
Quincy,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
1958
|
Searle & Co
Greenwich,
Connecticut
|
$286K
|
–
|
–
|
–
|
|
|
1959
|
Todd Asset Management
Louisville,
Kentucky
|
$286K
|
–
|
–
|
–
|
|
|
1960
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$286K
|
+$55.1K
|
+214
|
+27%
|
|
|
1961
|
Sanford Advisory Services
Portage,
Michigan
|
$285K
|
–
|
–
|
–
|
|
|
1962
|
Summit Trail Advisors
New York
|
$285K
|
+$257
|
+1
|
+0.1%
|
|
|
1963
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$284K
|
-$6.43K
|
-25
|
-2%
|
|
|
1964
|
LVW Advisors
Pittsford,
New York
|
$281K
|
-$772
|
-3
|
-0.3%
|
|
|
1965
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$281K
|
–
|
–
|
–
|
|
|
1966
|
Hemington Wealth Management
Falls Church,
Virginia
|
$281K
|
+$252K
|
+980
|
New
|
|
|
1967
|
Gables Capital Management
Miami,
Florida
|
$280K
|
–
|
–
|
–
|
|
|
1968
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$279K
|
+$251K
|
+976
|
New
|
|
|
1969
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$278K
|
+$57.1K
|
+222
|
+30%
|
|
|
1970
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$277K
|
-$25.7K
|
-100
|
-9%
|
|
|
1971
|
Lee Financial
Dallas,
Texas
|
$277K
|
-$257
|
-1
|
-0.1%
|
|
|
1972
|
Financial Network Wealth Management
Draper,
Utah
|
$277K
|
–
|
–
|
–
|
|
|
1973
|
One Plus One Wealth Management
Jupiter,
Florida
|
$275K
|
–
|
–
|
–
|
|
|
1974
|
Stevard LLC
Chicago,
Illinois
|
$275K
|
–
|
–
|
–
|
|
|
1975
|
Darwin Wealth Management
Tampa,
Florida
|
$274K
|
–
|
–
|
–
|
|
