|
1951
|
Members Trust
Tampa,
Florida
|
$214K
|
+$222K
|
+1,142
|
New
|
|
|
1952
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$212K
|
–
|
–
|
–
|
|
|
1953
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$212K
|
+$220K
|
+1,130
|
New
|
|
|
1954
|
Addison Advisors
Middlebury,
Vermont
|
$211K
|
-$52.4K
|
-269
|
-19%
|
|
|
1955
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$211K
|
-$16.9K
|
-87
|
-7%
|
|
|
1956
|
Telemus Capital
Southfield,
Michigan
|
$211K
|
+$218K
|
+1,121
|
New
|
|
|
1957
|
Bull Street Advisors
Savannah,
Georgia
|
$211K
|
+$219K
|
+1,123
|
New
|
|
|
1958
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$211K
|
+$219K
|
+1,124
|
New
|
|
|
1959
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$210K
|
+$390
|
+2
|
+0.2%
|
|
|
1960
|
First Western Trust Bank
Denver,
Colorado
|
$210K
|
+$217K
|
+1,116
|
New
|
|
|
1961
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$210K
|
+$217K
|
+1,116
|
New
|
|
|
1962
|
FirstPurpose Wealth
Orem,
Utah
|
$210K
|
+$218K
|
+1,117
|
New
|
|
|
1963
|
Lazard Frères Gestion
Paris,
France
|
$209K
|
-$53.4K
|
-274
|
-20%
|
|
|
1964
|
TFC Financial Management
Boston,
Massachusetts
|
$209K
|
–
|
–
|
–
|
|
|
1965
|
Lake Street Private Wealth
Chicago,
Illinois
|
$209K
|
+$217K
|
+1,115
|
New
|
|
|
1966
|
Private Asset Management
San Diego,
California
|
$208K
|
-$37.4K
|
-192
|
-15%
|
|
|
1967
|
Bristlecone Advisors
Bellevue,
Washington
|
$208K
|
+$216K
|
+1,110
|
New
|
|
|
1968
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$207K
|
+$18.9K
|
+97
|
+10%
|
|
|
1969
|
|
$207K
|
+$213K
|
+1,096
|
New
|
|
|
1970
|
Cannon Financial Strategists
Athens,
Georgia
|
$205K
|
+$213K
|
+1,092
|
New
|
|
|
1971
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$205K
|
+$213K
|
+1,092
|
New
|
|
|
1972
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$205K
|
+$213K
|
+1,093
|
New
|
|
|
1973
|
Keystone Wealth Services
Palm Desert,
California
|
$204K
|
+$211K
|
+1,084
|
New
|
|
|
1974
|
Virtue Capital Management
Brentwood,
Tennessee
|
$204K
|
+$211K
|
+1,084
|
New
|
|
|
1975
|
Townsend Asset Management
Raleigh,
North Carolina
|
$204K
|
+$211K
|
+1,085
|
New
|
|
