|
1951
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.84M
|
-$23.9K
|
-60
|
-1%
|
|
|
1952
|
Ethos Capital Management
Newtown,
Pennsylvania
|
$1.84M
|
+$1.74M
|
+4,364
|
New
|
|
|
1953
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$1.83M
|
+$40.2K
|
+101
|
+2%
|
|
|
1954
|
JB Capital
Wethersfield,
Connecticut
|
$1.83M
|
+$10.7K
|
+27
|
+0.6%
|
|
|
1955
|
YANKCOM Partnership
Yankton,
South Dakota
|
$1.83M
|
+$101K
|
+254
|
+6%
|
|
|
1956
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.82M
|
-$648K
|
-1,629
|
-23%
|
|
|
1957
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$1.82M
|
+$2.39K
|
+6
|
+0.1%
|
|
|
1958
|
Frederick Financial Consultants
Frederick,
Maryland
|
$1.81M
|
+$12.3K
|
+31
|
+0.7%
|
|
|
1959
|
Friday Financial
Dubuque,
Iowa
|
$1.81M
|
-$1.19K
|
-3
|
-0.1%
|
|
|
1960
|
Somerset Trust
Somerset,
Pennsylvania
|
$1.8M
|
+$6.76K
|
+17
|
+0.4%
|
|
|
1961
|
Meridian Financial Partners
Warrenton,
Virginia
|
$1.8M
|
+$25.1K
|
+63
|
+1%
|
|
|
1962
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.8M
|
+$353K
|
+888
|
+26%
|
|
|
1963
|
|
$1.8M
|
-$539K
|
-1,356
|
-24%
|
|
|
1964
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.79M
|
+$167K
|
+421
|
+11%
|
|
|
1965
|
North Berkeley Wealth Management
Berkeley,
California
|
$1.79M
|
–
|
–
|
–
|
|
|
1966
|
South Plains Financial
Lubbock,
Texas
|
$1.78M
|
-$34.6K
|
-87
|
-2%
|
|
|
1967
|
FORA Capital
Miami,
Florida
|
$1.78M
|
+$1.24M
|
+3,129
|
+283%
|
|
|
1968
|
Cadia Private Client
Parsippany,
New Jersey
|
$1.78M
|
+$2.78K
|
+7
|
+0.2%
|
|
|
1969
|
Winter & Associates
St. Paul,
Minnesota
|
$1.78M
|
–
|
–
|
–
|
|
|
1970
|
MW Advisory
Atlanta,
Georgia
|
$1.78M
|
+$1.68M
|
+4,223
|
New
|
|
|
1971
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$1.76M
|
-$225K
|
-566
|
-12%
|
|
|
1972
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.76M
|
-$27.8K
|
-70
|
-2%
|
|
|
1973
|
Joule Financial
Lexington,
Kentucky
|
$1.76M
|
-$7.95K
|
-20
|
-0.5%
|
|
|
1974
|
Unison Asset Management
North Miami Beach,
Florida
|
$1.76M
|
–
|
–
|
–
|
|
|
1975
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.76M
|
-$335K
|
-842
|
-17%
|
|
