|
1951
|
Sunflower Bank
Dallas,
Texas
|
$857K
|
+$17.5K
|
+34
|
+2%
|
|
|
1952
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$856K
|
–
|
–
|
–
|
|
|
1953
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$855K
|
+$321K
|
+622
|
+64%
|
|
|
1954
|
Pacific Sage Partners
Edmonds,
Washington
|
$855K
|
–
|
–
|
–
|
|
|
1955
|
Foster Group
West Des Moines,
Iowa
|
$854K
|
+$72.7K
|
+141
|
+10%
|
|
|
1956
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$854K
|
-$22.7K
|
-44
|
-3%
|
|
|
1957
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$854K
|
+$4.64K
|
+9
|
+0.6%
|
|
|
1958
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$852K
|
-$122K
|
-236
|
-13%
|
|
|
1959
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$851K
|
+$10.3K
|
+20
|
+1%
|
|
|
1960
|
First Western Trust Bank
Denver,
Colorado
|
$847K
|
-$114K
|
-222
|
-12%
|
|
|
1961
|
Cox Capital Management
Andover,
Massachusetts
|
$846K
|
-$12.9K
|
-25
|
-2%
|
|
|
1962
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$845K
|
+$99.5K
|
+193
|
+14%
|
|
|
1963
|
WealthPLAN Partners
Omaha,
Nebraska
|
$845K
|
+$113K
|
+219
|
+16%
|
|
|
1964
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$844K
|
–
|
–
|
–
|
|
|
1965
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$844K
|
-$13.9K
|
-27
|
-2%
|
|
|
1966
|
XML Financial
Bethesda,
Maryland
|
$841K
|
-$51.5K
|
-100
|
-6%
|
|
|
1967
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$841K
|
+$166K
|
+322
|
+26%
|
|
|
1968
|
Court Place Advisors
Ellicott City,
Maryland
|
$840K
|
–
|
–
|
–
|
|
|
1969
|
CSM Advisors
Warrendale,
Pennsylvania
|
$838K
|
-$438K
|
-850
|
-35%
|
|
|
1970
|
Aviance Capital Partners
Naples,
Florida
|
$838K
|
+$174K
|
+338
|
+28%
|
|
|
1971
|
Corundum Group
Colorado Springs,
Colorado
|
$837K
|
-$238K
|
-462
|
-23%
|
|
|
1972
|
Wolff Wiese Magana
Carslbad,
California
|
$835K
|
+$720K
|
+1,398
|
+890%
|
|
|
1973
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$835K
|
-$54.6K
|
-106
|
-6%
|
|
|
1974
|
BHK Investment Advisors
Birmingham,
Alabama
|
$835K
|
–
|
–
|
–
|
|
|
1975
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$834K
|
–
|
–
|
–
|
|
