|
1951
|
Stephenson & Company
San Clemente,
California
|
$4.2M
|
+$1.28K
|
+2
|
+0%
|
|
|
1952
|
First United Bank & Trust
Oakland,
Maryland
|
$4.2M
|
-$19.2K
|
-30
|
-0.5%
|
|
|
1953
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.2M
|
-$226K
|
-352
|
-5%
|
|
|
1954
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$4.17M
|
+$113K
|
+177
|
+3%
|
|
|
1955
|
Tillman Hartley LLC
Denver,
Colorado
|
$4.17M
|
+$333K
|
+520
|
+9%
|
|
|
1956
|
BCM Advisors
Lafayette,
Louisiana
|
$4.17M
|
–
|
–
|
–
|
|
|
1957
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$4.17M
|
-$106K
|
-166
|
-3%
|
|
|
1958
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$4.16M
|
–
|
–
|
–
|
|
|
1959
|
Farmers National Bank
Danville,
Kentucky
|
$4.16M
|
-$37.8K
|
-59
|
-0.9%
|
|
|
1960
|
Park National Corp
Newark,
Ohio
|
$4.16M
|
-$160K
|
-250
|
-4%
|
|
|
1961
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$4.16M
|
+$17.3K
|
+27
|
+0.4%
|
|
|
1962
|
Colonial Trust
Spartanburg,
South Carolina
|
$4.16M
|
-$12.8K
|
-20
|
-0.3%
|
|
|
1963
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$4.15M
|
-$1.2M
|
-1,874
|
-23%
|
|
|
1964
|
Forza Wealth Management
Sarasota,
Florida
|
$4.15M
|
+$39.1K
|
+61
|
+1%
|
|
|
1965
|
Dunhill Financial
London,
United Kingdom
|
$4.15M
|
-$1.16M
|
-1,809
|
-23%
|
|
|
1966
|
Willis Johnson & Associates
Houston,
Texas
|
$4.14M
|
+$298K
|
+465
|
+8%
|
|
|
1967
|
D. Scott Neal
Lexington,
Kentucky
|
$4.14M
|
-$455K
|
-710
|
-10%
|
|
|
1968
|
Pullen Investment Management
Bradenton,
Florida
|
$4.11M
|
–
|
–
|
–
|
|
|
1969
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.08M
|
+$433K
|
+675
|
+12%
|
|
|
1970
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$4.08M
|
+$488K
|
+762
|
+14%
|
|
|
1971
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.08M
|
-$35.9K
|
-56
|
-0.9%
|
|
|
1972
|
F&V Capital Management
Boca Raton,
Florida
|
$4.07M
|
+$66K
|
+103
|
+2%
|
|
|
1973
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$4.07M
|
+$838K
|
+1,307
|
+27%
|
|
|
1974
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$4.07M
|
+$38.5K
|
+60
|
+1%
|
|
|
1975
|
Univest Financial
Souderton,
Pennsylvania
|
$4.07M
|
+$85.9K
|
+134
|
+2%
|
|
