|
1951
|
Lafayette Investments
Ashton,
Maryland
|
$674K
|
+$13.7K
|
+353
|
+2%
|
|
|
1952
|
Verition Fund Management
Greenwich,
Connecticut
|
$671K
|
+$667K
|
+17,140
|
New
|
|
|
1953
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$670K
|
-$11.3K
|
-291
|
-2%
|
|
|
1954
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$670K
|
+$34K
|
+875
|
+5%
|
|
|
1955
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$667K
|
+$105K
|
+2,688
|
+19%
|
|
|
1956
|
Garner Asset Management Corp
Plano,
Texas
|
$666K
|
-$2.53K
|
-65
|
-0.4%
|
|
|
1957
|
Lenox Wealth Advisors
New York
|
$666K
|
+$145K
|
+3,737
|
+28%
|
|
|
1958
|
Allen Investment Management
New York
|
$665K
|
–
|
–
|
–
|
|
|
1959
|
White Pine Capital
Bloomington,
Minnesota
|
$661K
|
+$151K
|
+3,884
|
+34%
|
|
|
1960
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$659K
|
+$7.78K
|
+200
|
+1%
|
|
|
1961
|
Waverly Advisors
Birmingham,
Alabama
|
$658K
|
-$22.9K
|
-589
|
-4%
|
|
|
1962
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$658K
|
+$23.4K
|
+602
|
+4%
|
|
|
1963
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$657K
|
–
|
–
|
–
|
|
|
1964
|
Center for Financial Planning
Southfied,
Michigan
|
$656K
|
+$35K
|
+900
|
+6%
|
|
|
1965
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$653K
|
-$27.2K
|
-700
|
-4%
|
|
|
1966
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$653K
|
+$19.9K
|
+513
|
+3%
|
|
|
1967
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$653K
|
+$47.7K
|
+1,226
|
+8%
|
|
|
1968
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$650K
|
-$2.27M
|
-58,452
|
-78%
|
|
|
1969
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$650K
|
+$3.07K
|
+79
|
+0.5%
|
|
|
1970
|
HBW Advisory Services
Simi Valley,
California
|
$650K
|
+$230K
|
+5,918
|
+55%
|
|
|
1971
|
Alpine Woods Capital Investors
Purchase,
New York
|
$648K
|
–
|
–
|
–
|
|
|
1972
|
First Quadrant
Glendale,
California
|
$647K
|
-$141K
|
-3,638
|
-18%
|
|
|
1973
|
Forte Capital
Rochester,
New York
|
$647K
|
+$87.1K
|
+2,241
|
+16%
|
|
|
1974
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$644K
|
–
|
–
|
–
|
|
|
1975
|
Warther Private Wealth
Akron,
Ohio
|
$641K
|
+$630K
|
+16,206
|
New
|
|
