|
1951
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$757K
|
+$293K
|
+640
|
+64%
|
|
|
1952
|
Watchman Group
Plano,
Texas
|
$754K
|
-$14.2K
|
-31
|
-2%
|
|
|
1953
|
Richard P. Slaughter Associates
Austin,
Texas
|
$754K
|
–
|
–
|
–
|
|
|
1954
|
Dimension Capital Management
Coral Gables,
Florida
|
$752K
|
–
|
–
|
–
|
|
|
1955
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$752K
|
+$47.6K
|
+104
|
+7%
|
|
|
1956
|
Washington Capital Management
Seattle,
Washington
|
$749K
|
+$714K
|
+1,559
|
New
|
|
|
1957
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$749K
|
–
|
–
|
–
|
|
|
1958
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$749K
|
-$8.24K
|
-18
|
-1%
|
|
|
1959
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$748K
|
+$2.29K
|
+5
|
+0.3%
|
|
|
1960
|
Ashford Advisors
Pittsford,
New York
|
$746K
|
–
|
–
|
–
|
|
|
1961
|
Intelligence Driven Advisers
Carlsbad,
California
|
$745K
|
-$131K
|
-287
|
-16%
|
|
|
1962
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$745K
|
+$2.29K
|
+5
|
+0.3%
|
|
|
1963
|
Advance Capital Management
Southfield,
Michigan
|
$744K
|
+$7.78K
|
+17
|
+1%
|
|
|
1964
|
Wealth Architects
Mountain View,
California
|
$743K
|
–
|
–
|
–
|
|
|
1965
|
First Wilshire Securities Management
Pasadena,
California
|
$737K
|
–
|
–
|
–
|
|
|
1966
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$735K
|
-$1.16M
|
-2,540
|
-61%
|
|
|
1967
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$734K
|
–
|
–
|
–
|
|
|
1968
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$733K
|
+$503K
|
+1,100
|
+259%
|
|
|
1969
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$728K
|
+$11.4K
|
+25
|
+2%
|
|
|
1970
|
Walker Asset Management
Verona,
Missouri
|
$727K
|
+$290K
|
+633
|
+72%
|
|
|
1971
|
VOYA Investment Management
Atlanta,
Georgia
|
$725K
|
–
|
–
|
–
|
|
|
1972
|
City State Bank
Norwalk,
Iowa
|
$725K
|
+$134K
|
+292
|
+24%
|
|
|
1973
|
Hoey Investments
Coatesville,
Pennsylvania
|
$723K
|
-$701K
|
-1,532
|
-50%
|
|
|
1974
|
Vise Technologies
New York
|
$721K
|
+$687K
|
+1,500
|
New
|
|
|
1975
|
Congress Asset Management
Boston,
Massachusetts
|
$721K
|
–
|
–
|
–
|
|
