|
1951
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$177K
|
–
|
–
|
–
|
|
|
1952
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$175K
|
–
|
–
|
–
|
|
|
1953
|
Canton Hathaway
Providence,
Rhode Island
|
$174K
|
–
|
–
|
–
|
|
|
1954
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$174K
|
–
|
–
|
–
|
|
|
1955
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$172K
|
–
|
–
|
–
|
|
|
1956
|
Creative Financial Designs
Kokomo,
Indiana
|
$172K
|
+$17.1K
|
+41
|
+10%
|
|
|
1957
|
QVR
San Francisco,
California
|
$170K
|
+$184K
|
+441
|
New
|
|
|
1958
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$168K
|
+$418
|
+1
|
+0.2%
|
|
|
1959
|
Centerpoint Advisors
Needham,
Massachusetts
|
$168K
|
+$170K
|
+406
|
+1,450%
|
|
|
1960
|
Financial Enhancement Group
Anderson,
Indiana
|
$164K
|
–
|
–
|
–
|
|
|
1961
|
Destiny Wealth Partners
Tavares,
Florida
|
$162K
|
+$418
|
+1
|
+0.2%
|
|
|
1962
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$162K
|
+$11.3K
|
+27
|
+7%
|
|
|
1963
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$160K
|
–
|
–
|
–
|
|
|
1964
|
Center for Financial Planning
Southfied,
Michigan
|
$158K
|
-$10.4K
|
-25
|
-6%
|
|
|
1965
|
Evermay Wealth Management
Arlington,
Virginia
|
$158K
|
+$20.9K
|
+50
|
+14%
|
|
|
1966
|
Cowen Prime Advisors
New York
|
$155K
|
–
|
–
|
–
|
|
|
1967
|
Bray Capital Advisors
Naples,
Florida
|
$153K
|
–
|
–
|
–
|
|
|
1968
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$151K
|
–
|
–
|
–
|
|
|
1969
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$147K
|
-$8.35K
|
-20
|
-5%
|
|
|
1970
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$146K
|
-$32.2K
|
-77
|
-17%
|
|
|
1971
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$145K
|
+$24.6K
|
+59
|
+19%
|
|
|
1972
|
First National Advisers
Omaha,
Nebraska
|
$144K
|
+$156K
|
+374
|
New
|
|
|
1973
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$143K
|
–
|
–
|
–
|
|
|
1974
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$142K
|
-$12.9K
|
-31
|
-8%
|
|
|
1975
|
Sittner & Nelson
Eugene,
Oregon
|
$142K
|
-$11.7K
|
-28
|
-7%
|
|
