|
1951
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$2.71M
|
-$99.3K
|
-223
|
-4%
|
|
|
1952
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$2.71M
|
-$3.75M
|
-8,415
|
-60%
|
|
|
1953
|
North Star Asset Management
Neenah,
Wisconsin
|
$2.71M
|
-$89.5K
|
-201
|
-3%
|
|
|
1954
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$2.71M
|
-$6.68K
|
-15
|
-0.3%
|
|
|
1955
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.69M
|
+$27.6K
|
+62
|
+1%
|
|
|
1956
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.69M
|
-$635K
|
-1,426
|
-20%
|
|
|
1957
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.69M
|
+$145K
|
+326
|
+6%
|
|
|
1958
|
Middleton & Co
Boston,
Massachusetts
|
$2.68M
|
-$59.7K
|
-134
|
-2%
|
|
|
1959
|
Gilbert & Cook
West Des Moines,
Iowa
|
$2.68M
|
-$31.6K
|
-71
|
-1%
|
|
|
1960
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$2.67M
|
+$343K
|
+769
|
+16%
|
|
|
1961
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$2.67M
|
-$111K
|
-249
|
-4%
|
|
|
1962
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$2.67M
|
–
|
–
|
–
|
|
|
1963
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$2.67M
|
+$1.85M
|
+4,160
|
+286%
|
|
|
1964
|
Tactive Advisors
Jacksonville,
Florida
|
$2.67M
|
-$2.13M
|
-4,782
|
-46%
|
|
|
1965
|
Wealth Management Partners
Tucson,
Arizona
|
$2.66M
|
+$17.4K
|
+39
|
+0.7%
|
|
|
1966
|
Towerpoint Wealth
Sacramento,
California
|
$2.66M
|
+$8.91K
|
+20
|
+0.4%
|
|
|
1967
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$2.65M
|
-$418K
|
-938
|
-14%
|
|
|
1968
|
|
$2.65M
|
+$93.1K
|
+209
|
+4%
|
|
|
1969
|
Madrona Financial Services
Everett,
Washington
|
$2.64M
|
-$1.11M
|
-2,496
|
-31%
|
|
|
1970
|
City Holding Co
Charleston,
West Virginia
|
$2.63M
|
-$25.4K
|
-57
|
-1%
|
|
|
1971
|
Sittner & Nelson
Eugene,
Oregon
|
$2.63M
|
–
|
–
|
–
|
|
|
1972
|
Duncker Streett & Co
St. Louis,
Missouri
|
$2.63M
|
+$222K
|
+498
|
+10%
|
|
|
1973
|
WNY Asset Management
Williamsville,
New York
|
$2.63M
|
+$19.6K
|
+44
|
+0.8%
|
|
|
1974
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$2.63M
|
–
|
–
|
–
|
|
|
1975
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$2.62M
|
+$407K
|
+913
|
+20%
|
|
