|
1951
|
Athena Investment Management
Orinda,
California
|
$437K
|
–
|
–
|
–
|
|
|
1952
|
Hilltop National Bank
Casper,
Wyoming
|
$437K
|
–
|
–
|
–
|
|
|
1953
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$436K
|
+$13.6K
|
+186
|
+3%
|
|
|
1954
|
Griffith & Werner
Canton,
Georgia
|
$436K
|
+$376K
|
+5,140
|
New
|
|
|
1955
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$436K
|
-$11.1K
|
-152
|
-3%
|
|
|
1956
|
SFMG Wealth Advisors
Plano,
Texas
|
$435K
|
+$20.2K
|
+277
|
+5%
|
|
|
1957
|
Gould Asset Management
Claremont,
California
|
$435K
|
–
|
–
|
–
|
|
|
1958
|
Opus Capital Group
Cincinnati,
Ohio
|
$434K
|
-$37.3K
|
-510
|
-8%
|
|
|
1959
|
Sound Stewardship
Overland Park,
Kansas
|
$434K
|
-$15.3K
|
-210
|
-4%
|
|
|
1960
|
|
$433K
|
+$46.8K
|
+640
|
+13%
|
|
|
1961
|
Professional Advisory Services
Vero Beach,
Florida
|
$432K
|
–
|
–
|
–
|
|
|
1962
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$431K
|
-$1.31K
|
-18
|
-0.3%
|
|
|
1963
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$431K
|
-$81.2K
|
-1,112
|
-16%
|
|
|
1964
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$431K
|
-$3.21K
|
-44
|
-0.8%
|
|
|
1965
|
Putney Financial Group
San Rafael,
California
|
$430K
|
+$24.1K
|
+330
|
+6%
|
|
|
1966
|
Revisor Wealth Management
Akron,
Ohio
|
$430K
|
-$109K
|
-1,490
|
-22%
|
|
|
1967
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$428K
|
–
|
–
|
–
|
|
|
1968
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$428K
|
+$21.7K
|
+297
|
+6%
|
|
|
1969
|
Bullock Wealth Management
Bloomington,
Indiana
|
$426K
|
-$511
|
-7
|
-0.1%
|
|
|
1970
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$426K
|
-$24.8K
|
-339
|
-6%
|
|
|
1971
|
Baron Wealth Management
Troy,
Michigan
|
$426K
|
-$11.3K
|
-154
|
-3%
|
|
|
1972
|
Rogco LP
Claremore,
Oklahoma
|
$426K
|
+$18.1K
|
+248
|
+5%
|
|
|
1973
|
Charter Research & Investment Group
Southport,
Connecticut
|
$425K
|
–
|
–
|
–
|
|
|
1974
|
Gemmer Asset Management
Walnut Creek,
California
|
$425K
|
+$13.6K
|
+186
|
+3%
|
|
|
1975
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$425K
|
+$411K
|
+5,625
|
New
|
|
