|
1951
|
Elevate Wealth Advisory
Athens,
Georgia
|
$44K
|
+$41.4K
|
+294
|
New
|
|
|
1952
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$41.9K
|
–
|
–
|
–
|
|
|
1953
|
Nemes Rush Group
Novi,
Michigan
|
$41.7K
|
–
|
–
|
–
|
|
|
1954
|
Castleview Partners
Dallas,
Texas
|
$41.2K
|
+$23.2K
|
+165
|
+149%
|
|
|
1955
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$41K
|
-$4.22K
|
-30
|
-10%
|
|
|
1956
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$39.6K
|
+$985
|
+7
|
+3%
|
|
|
1957
|
Compass Wealth Management
Guilford,
Connecticut
|
$38.9K
|
–
|
–
|
–
|
|
|
1958
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$37.1K
|
–
|
–
|
–
|
|
|
1959
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$36.9K
|
+$34.8K
|
+247
|
New
|
|
|
1960
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$36.3K
|
–
|
–
|
–
|
|
|
1961
|
Legacy Bridge
West Des Moines,
Iowa
|
$35.1K
|
–
|
–
|
–
|
|
|
1962
|
Tradewinds Capital Management
Bellingham,
Washington
|
$34.7K
|
–
|
–
|
–
|
|
|
1963
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$34.1K
|
-$17.9K
|
-127
|
-36%
|
|
|
1964
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$33.9K
|
+$703
|
+5
|
+2%
|
|
|
1965
|
Avion Wealth
The Woodlands,
Texas
|
$33K
|
+$10.3K
|
+73
|
+48%
|
|
|
1966
|
M&R Capital Management
Summit,
New Jersey
|
$31.5K
|
–
|
–
|
–
|
|
|
1967
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$31.1K
|
+$10.1K
|
+72
|
+53%
|
|
|
1968
|
Aspect Partners
Fairfax,
Virginia
|
$30.9K
|
+$29.1K
|
+207
|
New
|
|
|
1969
|
Rice Partnership
Honolulu,
Hawaii
|
$30.8K
|
+$24.1K
|
+171
|
+489%
|
|
|
1970
|
Clarkston Capital Partners
Rochester,
Michigan
|
$30.3K
|
+$28.6K
|
+203
|
New
|
|
|
1971
|
|
$30.3K
|
+$28.6K
|
+203
|
New
|
|
|
1972
|
EMC Capital Management
Houston,
Texas
|
$30K
|
-$117K
|
-829
|
-81%
|
|
|
1973
|
DB Wealth Management Group
San Diego,
California
|
$29.3K
|
-$16.9K
|
-120
|
-38%
|
|
|
1974
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$26.9K
|
+$23.2K
|
+165
|
New
|
|
|
1975
|
Byrne Asset Management
Kingston,
New Jersey
|
$26.2K
|
-$2.67K
|
-19
|
-10%
|
|
