|
1951
|
Field & Main Bank
Henderson,
Kentucky
|
$185K
|
-$109K
|
-1,295
|
-37%
|
|
|
1952
|
Elyxium Wealth
San Mateo,
California
|
$182K
|
+$182K
|
+2,160
|
New
|
|
|
1953
|
CNB Bank
Clearfield,
Pennsylvania
|
$182K
|
-$83K
|
-984
|
-31%
|
|
|
1954
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$181K
|
-$63.3K
|
-750
|
-26%
|
|
|
1955
|
Sherman Asset Management
Ventura,
California
|
$181K
|
–
|
–
|
–
|
|
|
1956
|
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
|
$179K
|
+$180K
|
+2,128
|
New
|
|
|
1957
|
CKW Financial Group
Honolulu,
Hawaii
|
$175K
|
–
|
–
|
–
|
|
|
1958
|
Oslo Pensjonsforsikring
Oslo,
|
$172K
|
–
|
–
|
–
|
|
|
1959
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$172K
|
-$72K
|
-853
|
-29%
|
|
|
1960
|
Archer Investment Corporation
Carmel,
Indiana
|
$162K
|
-$10.5K
|
-125
|
-6%
|
|
|
1961
|
Bruce G. Allen Investments
Denver,
Colorado
|
$159K
|
-$14.3K
|
-170
|
-8%
|
|
|
1962
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$157K
|
–
|
–
|
–
|
|
|
1963
|
Bell Investment Advisors
Oakland,
California
|
$156K
|
-$15.7K
|
-186
|
-9%
|
|
|
1964
|
Union Savings Bank
Litchfield,
Connecticut
|
$154K
|
+$154K
|
+1,827
|
New
|
|
|
1965
|
Litman Gregory Wealth Management
Larkspur,
California
|
$153K
|
+$154K
|
+1,822
|
New
|
|
|
1966
|
Bullock Wealth Management
Bloomington,
Indiana
|
$153K
|
+$928
|
+11
|
+0.6%
|
|
|
1967
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$152K
|
+$152K
|
+1,803
|
New
|
|
|
1968
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$149K
|
+$11K
|
+130
|
+8%
|
|
|
1969
|
SouthState Corp
Winter Haven,
Florida
|
$148K
|
+$5.74K
|
+68
|
+4%
|
|
|
1970
|
MASECO Private Wealth
London,
|
$148K
|
+$148K
|
+1,758
|
New
|
|
|
1971
|
Pflug Koory
Omaha,
Nebraska
|
$147K
|
-$37.5K
|
-445
|
-20%
|
|
|
1972
|
ORG Partners
Roanoke,
Indiana
|
$146K
|
-$1.18K
|
-14
|
-0.8%
|
|
|
1973
|
Lavaca Capital
Houston,
Texas
|
$146K
|
-$253K
|
-3,000
|
-63%
|
|
|
1974
|
Front Row Advisors
Tiburon,
California
|
$145K
|
-$14.8K
|
-175
|
-9%
|
|
|
1975
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$144K
|
+$145K
|
+1,713
|
New
|
|
