|
1951
|
Eastern Bank
Boston,
Massachusetts
|
$546K
|
+$3.06K
|
+20
|
+0.5%
|
|
|
1952
|
Principal Street Partners
Memphis,
Tennessee
|
$546K
|
-$51.1K
|
-334
|
-8%
|
|
|
1953
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$545K
|
+$238K
|
+1,556
|
+72%
|
|
|
1954
|
Simon Quick Advisors
Morristown,
New Jersey
|
$545K
|
-$124K
|
-813
|
-18%
|
|
|
1955
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$543K
|
-$1.07K
|
-7
|
-0.2%
|
|
|
1956
|
First Bank & Trust
Brookings,
South Dakota
|
$543K
|
+$568K
|
+3,714
|
New
|
|
|
1957
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$543K
|
+$2.45K
|
+16
|
+0.4%
|
|
|
1958
|
CCG Wealth Management
San Diego,
California
|
$543K
|
+$26.8K
|
+175
|
+5%
|
|
|
1959
|
Adams Wealth Management
Logan,
Utah
|
$542K
|
–
|
–
|
–
|
|
|
1960
|
CacheTech Inc
Logan,
Utah
|
$542K
|
–
|
–
|
–
|
|
|
1961
|
Whelan Financial
Fresno,
California
|
$541K
|
-$5.66K
|
-37
|
-1%
|
|
|
1962
|
Sanders Morris Harris
Houston,
Texas
|
$541K
|
+$566K
|
+3,700
|
New
|
|
|
1963
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$539K
|
-$192K
|
-1,253
|
-25%
|
|
|
1964
|
Integral Investment Advisors
Turlock,
California
|
$539K
|
+$349K
|
+2,283
|
+163%
|
|
|
1965
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$538K
|
-$155K
|
-1,017
|
-22%
|
|
|
1966
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
$538K
|
+$262K
|
+1,715
|
New
|
|
|
1967
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$538K
|
+$212K
|
+1,389
|
+61%
|
|
|
1968
|
Investment Advisory Group
Hanover,
Massachusetts
|
$538K
|
+$38.7K
|
+253
|
+7%
|
|
|
1969
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$538K
|
+$562K
|
+3,676
|
New
|
|
|
1970
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$537K
|
+$15.9K
|
+104
|
+3%
|
|
|
1971
|
SOA Wealth Advisors
New York
|
$537K
|
+$26.3K
|
+172
|
+5%
|
|
|
1972
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$537K
|
-$41K
|
-268
|
-7%
|
|
|
1973
|
Cohen Capital Management
Corte Madera,
California
|
$537K
|
–
|
–
|
–
|
|
|
1974
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$536K
|
-$9.17K
|
-60
|
-2%
|
|
|
1975
|
LongView Wealth Management
Atlanta,
Georgia
|
$536K
|
+$229K
|
+1,500
|
+61%
|
|
