|
1951
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$884K
|
+$205K
|
+510
|
+33%
|
|
|
1952
|
Renasant Bank
Tupelo,
Mississippi
|
$883K
|
-$179K
|
-445
|
-18%
|
|
|
1953
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$883K
|
+$832K
|
+2,070
|
New
|
|
|
1954
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$882K
|
-$463K
|
-1,153
|
-36%
|
|
|
1955
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$881K
|
+$179K
|
+446
|
+28%
|
|
|
1956
|
Cahill Wealth Management
Portage,
Michigan
|
$879K
|
–
|
–
|
–
|
|
|
1957
|
Rakuten Investment Management
Tokyo,
Japan
|
$877K
|
+$826K
|
+2,057
|
New
|
|
|
1958
|
Waterfront Wealth
Overland Park,
Kansas
|
$876K
|
–
|
–
|
–
|
|
|
1959
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$876K
|
+$825K
|
+2,053
|
New
|
|
|
1960
|
Alpha Family Trust
Los Angeles,
California
|
$874K
|
–
|
–
|
–
|
|
|
1961
|
Silver Oak Securities
Jackson,
Tennessee
|
$874K
|
+$427K
|
+1,062
|
+108%
|
|
|
1962
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$870K
|
–
|
–
|
–
|
|
|
1963
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$870K
|
-$164K
|
-409
|
-17%
|
|
|
1964
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$868K
|
+$26.1K
|
+65
|
+3%
|
|
|
1965
|
Monument Capital Management
Alexandria,
Virginia
|
$868K
|
+$12.5K
|
+31
|
+2%
|
|
|
1966
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$867K
|
–
|
–
|
–
|
|
|
1967
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$860K
|
+$7.63K
|
+19
|
+1%
|
|
|
1968
|
Letson Investment Management
Atlanta,
Georgia
|
$860K
|
+$810K
|
+2,016
|
New
|
|
|
1969
|
Atwater Malick
Lancaster,
Pennsylvania
|
$857K
|
–
|
–
|
–
|
|
|
1970
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$857K
|
–
|
–
|
–
|
|
|
1971
|
Graham Capital Management
Rowayton,
Connecticut
|
$853K
|
-$29.4M
|
-73,090
|
-97%
|
|
|
1972
|
Van Strum & Towne
San Francisco,
California
|
$853K
|
–
|
–
|
–
|
|
|
1973
|
Aprio Wealth Management
Atlanta,
Georgia
|
$853K
|
-$7.23K
|
-18
|
-0.9%
|
|
|
1974
|
Demars Financial Group
Spokane Valley,
Washington
|
$852K
|
-$73.9K
|
-184
|
-8%
|
|
|
1975
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$851K
|
+$9.64K
|
+24
|
+1%
|
|
