|
1951
|
Appleton Partners
Boston,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
1952
|
Headlands Technologies
Chicago,
Illinois
|
$223K
|
+$222K
|
+1,282
|
New
|
|
|
1953
|
Horizon Family Wealth
Chicago,
Illinois
|
$222K
|
+$5.71K
|
+33
|
+3%
|
|
|
1954
|
Tucker Asset Management
Littleton,
Colorado
|
$222K
|
+$44K
|
+254
|
+25%
|
|
|
1955
|
Crewe Advisors
Salt Lake City,
Utah
|
$219K
|
+$120K
|
+691
|
+122%
|
|
|
1956
|
Madison Wealth Partners
Madison,
Wisconsin
|
$219K
|
+$1.39K
|
+8
|
+0.6%
|
|
|
1957
|
Derbend Asset Management
Peachtree City,
Georgia
|
$218K
|
–
|
–
|
–
|
|
|
1958
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$218K
|
+$217K
|
+1,255
|
New
|
|
|
1959
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$217K
|
+$216K
|
+1,250
|
New
|
|
|
1960
|
Abacus Planning Group
Columbia,
South Carolina
|
$217K
|
-$73.7K
|
-426
|
-25%
|
|
|
1961
|
Trust Company
Manhattan,
Kansas
|
$217K
|
+$3.81K
|
+22
|
+2%
|
|
|
1962
|
Keystone Wealth Services
Palm Desert,
California
|
$216K
|
+$1.04K
|
+6
|
+0.5%
|
|
|
1963
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$216K
|
-$5.19K
|
-30
|
-2%
|
|
|
1964
|
Hamilton Wealth
Encino,
California
|
$215K
|
+$214K
|
+1,238
|
New
|
|
|
1965
|
Indie Asset Partners
Carmel,
Indiana
|
$215K
|
+$214K
|
+1,237
|
New
|
|
|
1966
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$215K
|
+$110K
|
+638
|
+106%
|
|
|
1967
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$215K
|
–
|
–
|
–
|
|
|
1968
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$215K
|
+$214K
|
+1,236
|
New
|
|
|
1969
|
Everhart Financial Group
Dublin,
Ohio
|
$214K
|
-$32.4K
|
-187
|
-13%
|
|
|
1970
|
Nadler Financial Group
Deerfield,
Illinois
|
$213K
|
+$212K
|
+1,226
|
New
|
|
|
1971
|
CGN Advisors
Manhattan,
Kansas
|
$213K
|
-$25.8K
|
-149
|
-11%
|
|
|
1972
|
Edge Capital Group
Atlanta,
Georgia
|
$213K
|
-$27.7K
|
-160
|
-12%
|
|
|
1973
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$212K
|
-$20.6K
|
-119
|
-9%
|
|
|
1974
|
Avior Wealth Management
Omaha,
Nebraska
|
$211K
|
-$2.08K
|
-12
|
-1%
|
|
|
1975
|
Stephens Investment Management Group
Houston,
Texas
|
$211K
|
+$57.8K
|
+334
|
+38%
|
|
