|
1951
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$488K
|
–
|
–
|
–
|
|
|
1952
|
Lake Street Private Wealth
Chicago,
Illinois
|
$488K
|
+$23.8K
|
+1,077
|
+5%
|
|
|
1953
|
Berger Financial Group
Plymouth,
Minnesota
|
$488K
|
+$136K
|
+6,150
|
+40%
|
|
|
1954
|
Old Mission Investment Co
Traverse City,
Michigan
|
$487K
|
+$37.5K
|
+1,696
|
+9%
|
|
|
1955
|
&Partners
Nashville,
Tennessee
|
$486K
|
-$146K
|
-6,606
|
-24%
|
|
|
1956
|
Liberty Capital Management
Birmingham,
Michigan
|
$486K
|
–
|
–
|
–
|
|
|
1957
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$486K
|
+$44
|
+2
|
+0%
|
|
|
1958
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$486K
|
+$160K
|
+7,256
|
+52%
|
|
|
1959
|
Meridian Wealth Advisors
Austin,
Texas
|
$483K
|
-$1.37K
|
-62
|
-0.3%
|
|
|
1960
|
Lafayette Investments
Ashton,
Maryland
|
$482K
|
+$8.78K
|
+397
|
+2%
|
|
|
1961
|
Whitney & Co
Rochester,
New York
|
$481K
|
-$3.25K
|
-147
|
-0.7%
|
|
|
1962
|
Pacific Global Investment Management
Glendale,
California
|
$480K
|
-$49.2K
|
-2,224
|
-10%
|
|
|
1963
|
Winfield Associates
Cleveland,
Ohio
|
$480K
|
+$30.4K
|
+1,376
|
+7%
|
|
|
1964
|
Sather Financial Group
Victoria,
Texas
|
$479K
|
-$102K
|
-4,634
|
-18%
|
|
|
1965
|
SlateStone Wealth
Jupiter,
Florida
|
$478K
|
-$36.3K
|
-1,643
|
-7%
|
|
|
1966
|
Saybrook Capital
Winston Salem,
North Carolina
|
$476K
|
–
|
–
|
–
|
|
|
1967
|
Clearview Wealth Advisors
Salem,
Oregon
|
$473K
|
+$33.1K
|
+1,499
|
+8%
|
|
|
1968
|
Baystate Wealth Management
Boston,
Massachusetts
|
$469K
|
+$140K
|
+6,330
|
+45%
|
|
|
1969
|
Harvey Capital Management
Palm Beach,
Florida
|
$467K
|
-$4.01M
|
-181,339
|
-90%
|
|
|
1970
|
St. Johns Investment Management
Jacksonville,
Florida
|
$467K
|
+$13.2K
|
+599
|
+3%
|
|
|
1971
|
BOK Financial Private Wealth
Denver,
Colorado
|
$466K
|
+$109K
|
+4,922
|
+32%
|
|
|
1972
|
Aspire Private Capital
Cornelius,
North Carolina
|
$462K
|
-$300K
|
-13,558
|
-40%
|
|
|
1973
|
Standard Family Office
Sioux Falls,
South Dakota
|
$461K
|
–
|
–
|
–
|
|
|
1974
|
Column Capital Advisors
Indianapolis,
Indiana
|
$460K
|
+$130K
|
+5,873
|
+41%
|
|
|
1975
|
|
$460K
|
+$139K
|
+6,306
|
+46%
|
|
