|
1951
|
FAS Wealth Partners
Leawood,
Kansas
|
$226K
|
-$1.16K
|
-10
|
-0.5%
|
|
|
1952
|
Smith Anglin Financial
Dallas,
Texas
|
$226K
|
+$1.62K
|
+14
|
+0.7%
|
|
|
1953
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$225K
|
+$2.55K
|
+22
|
+1%
|
|
|
1954
|
Engineers Gate Manager
New York
|
$225K
|
-$479K
|
-4,128
|
-67%
|
|
|
1955
|
Accredited Investors
Edina,
Minnesota
|
$224K
|
-$5.8K
|
-50
|
-2%
|
|
|
1956
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$224K
|
-$32.5K
|
-280
|
-12%
|
|
|
1957
|
Cooper/Haims Advisors
Victor,
New York
|
$222K
|
–
|
–
|
–
|
|
|
1958
|
Riverview Trust Company
Vancouver,
Washington
|
$222K
|
+$18.3K
|
+158
|
+9%
|
|
|
1959
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$222K
|
–
|
–
|
–
|
|
|
1960
|
Tompkins Financial
Ithaca,
New York
|
$222K
|
-$2.9K
|
-25
|
-1%
|
|
|
1961
|
Birinyi Associates
Westport,
Connecticut
|
$222K
|
+$232K
|
+2,000
|
New
|
|
|
1962
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$222K
|
–
|
–
|
–
|
|
|
1963
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$221K
|
+$14.4K
|
+124
|
+7%
|
|
|
1964
|
Members Trust
Tampa,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
1965
|
Davidson Investment Advisors
Great Falls,
Montana
|
$220K
|
+$230K
|
+1,985
|
New
|
|
|
1966
|
Apexium Financial
Dallas,
Texas
|
$220K
|
-$11.9K
|
-103
|
-5%
|
|
|
1967
|
Financial Perspectives
Minneapolis,
Minnesota
|
$219K
|
–
|
–
|
–
|
|
|
1968
|
Wedgewood Investors
Erie,
Pennsylvania
|
$219K
|
-$3.48K
|
-30
|
-1%
|
|
|
1969
|
Allen Investment Management
New York
|
$219K
|
+$11K
|
+95
|
+5%
|
|
|
1970
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$219K
|
+$14.3K
|
+123
|
+7%
|
|
|
1971
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$219K
|
+$229K
|
+1,970
|
New
|
|
|
1972
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$219K
|
-$37.4K
|
-322
|
-14%
|
|
|
1973
|
Callan Family Office
Radnor,
Pennsylvania
|
$219K
|
-$27.3K
|
-235
|
-11%
|
|
|
1974
|
KPP Advisory Services
Louisville,
Kentucky
|
$218K
|
+$228K
|
+1,967
|
New
|
|
|
1975
|
LexAurum Advisors
Overland Park,
Kansas
|
$218K
|
-$40K
|
-345
|
-15%
|
|
