|
1951
|
|
$108K
|
–
|
–
|
–
|
|
|
1952
|
REAP Financial Group
Austin,
Texas
|
$107K
|
+$26.9K
|
+281
|
+29%
|
|
|
1953
|
Country Trust Bank
Bloomington,
Illinois
|
$107K
|
+$12.8K
|
+134
|
+12%
|
|
|
1954
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$106K
|
+$118K
|
+1,228
|
New
|
|
|
1955
|
Wall Street Financial Group
Carlinville,
Illinois
|
$106K
|
+$117K
|
+1,222
|
New
|
|
|
1956
|
Oakworth Capital
Birmingham,
Alabama
|
$105K
|
-$14K
|
-146
|
-11%
|
|
|
1957
|
BankPlus Trust Department
Jackson,
Mississippi
|
$104K
|
+$94.6K
|
+988
|
+473%
|
|
|
1958
|
Clearstead Trust
Portland,
Maine
|
$103K
|
-$2.11K
|
-22
|
-2%
|
|
|
1959
|
First Command Advisory Services
Fort Worth,
Texas
|
$102K
|
+$8.14K
|
+85
|
+8%
|
|
|
1960
|
GW&K Investment Management
Boston,
Massachusetts
|
$102K
|
-$5.56K
|
-58
|
-5%
|
|
|
1961
|
Hills Bank & Trust
North Liberty,
Iowa
|
$101K
|
-$41.5K
|
-433
|
-27%
|
|
|
1962
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$101K
|
–
|
–
|
–
|
|
|
1963
|
Evermay Wealth Management
Arlington,
Virginia
|
$100K
|
-$16.5K
|
-172
|
-13%
|
|
|
1964
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$97.5K
|
+$5.75K
|
+60
|
+6%
|
|
|
1965
|
Matthew Hamilton Rosenberg
|
$96.2K
|
+$5.37K
|
+56
|
+5%
|
|
|
1966
|
Hoey Investments
Coatesville,
Pennsylvania
|
$95.7K
|
–
|
–
|
–
|
|
|
1967
|
Root Financial Partners
Encinitas,
California
|
$95.5K
|
-$575
|
-6
|
-0.5%
|
|
|
1968
|
PlanVest Financial
Gaithersburg,
Maryland
|
$94.5K
|
+$105K
|
+1,091
|
New
|
|
|
1969
|
Byrne Asset Management
Kingston,
New Jersey
|
$94.4K
|
-$1.44K
|
-15
|
-1%
|
|
|
1970
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$94K
|
-$163K
|
-1,700
|
-58%
|
|
|
1971
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$93.7K
|
+$192
|
+2
|
+0.2%
|
|
|
1972
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$93.7K
|
–
|
–
|
–
|
|
|
1973
|
Bayban
Bayport,
Minnesota
|
$92.2K
|
+$6.13K
|
+64
|
+6%
|
|
|
1974
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$90.6K
|
+$100K
|
+1,046
|
New
|
|
|
1975
|
Arlington Trust
Birmingham,
Alabama
|
$89.9K
|
–
|
–
|
–
|
|
