|
1951
|
Bangor Savings Bank
Bangor,
Maine
|
$16K
|
–
|
–
|
–
|
|
|
1952
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$16K
|
–
|
–
|
–
|
|
|
1953
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$15.8K
|
+$15.5K
|
+168
|
New
|
|
|
1954
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$15.3K
|
–
|
–
|
–
|
|
|
1955
|
MTM Investment Management
Spartanburg,
South Carolina
|
$14.7K
|
–
|
–
|
–
|
|
|
1956
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$14K
|
–
|
–
|
–
|
|
|
1957
|
Elevated Capital Advisors
Sandy,
Utah
|
$14K
|
+$737
|
+8
|
+5%
|
|
|
1958
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$14K
|
+$2.95K
|
+32
|
+25%
|
|
|
1959
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$13.3K
|
+$14K
|
+152
|
New
|
|
|
1960
|
POM Investment Strategies
Raleigh,
North Carolina
|
$13.3K
|
+$14K
|
+152
|
New
|
|
|
1961
|
VanEck Associates
New York
|
$13K
|
+$737
|
+8
|
+6%
|
|
|
1962
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$12.6K
|
+$13.3K
|
+144
|
New
|
|
|
1963
|
Purpose Unlimited Inc
Toronto,
|
$12.5K
|
–
|
–
|
–
|
|
|
1964
|
Financial Network Wealth Advisors
Murray,
Utah
|
$11.9K
|
–
|
–
|
–
|
|
|
1965
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$11.1K
|
+$52.3K
|
+568
|
+209%
|
|
|
1966
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$10.5K
|
–
|
–
|
–
|
|
|
1967
|
Tompkins Financial
Ithaca,
New York
|
$10.5K
|
–
|
–
|
–
|
|
|
1968
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$10.5K
|
+$11K
|
+120
|
New
|
|
|
1969
|
Horizon Investments
Charlotte,
North Carolina
|
$9.94K
|
+$50.8K
|
+552
|
+153%
|
|
|
1970
|
Financial Avengers
Oakland,
California
|
$9.93K
|
–
|
–
|
–
|
|
|
1971
|
Chesapeake Asset Management
New York
|
$9.07K
|
–
|
–
|
–
|
|
|
1972
|
Ballast Advisors
Woodbury,
Minnesota
|
$9.07K
|
+$9.58K
|
+104
|
New
|
|
|
1973
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$8.9K
|
+$53.8K
|
+584
|
+730%
|
|
|
1974
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$7.67K
|
–
|
–
|
–
|
|
|
1975
|
Kerr Financial Planning
Fresno,
California
|
$7.25K
|
+$19.2K
|
+208
|
+27%
|
|
