|
1951
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$672K
|
-$417K
|
-8,991
|
-40%
|
|
|
1952
|
Mainsail Financial Group
Bellevue,
Washington
|
$671K
|
-$562K
|
-12,135
|
-48%
|
|
|
1953
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$670K
|
-$80.9K
|
-1,746
|
-12%
|
|
|
1954
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$670K
|
–
|
–
|
–
|
|
|
1955
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$668K
|
-$85.8K
|
-1,851
|
-12%
|
|
|
1956
|
Davis Investment Partners
Charlotte,
North Carolina
|
$668K
|
+$88.6K
|
+1,912
|
+17%
|
|
|
1957
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$667K
|
-$88.2K
|
-1,902
|
-13%
|
|
|
1958
|
Richmond Investment Services
Mequon,
Wisconsin
|
$667K
|
+$39.3K
|
+847
|
+7%
|
|
|
1959
|
Insight 2811 Inc
Chicago,
Illinois
|
$666K
|
+$8.67K
|
+187
|
+1%
|
|
|
1960
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$664K
|
-$1.99K
|
-43
|
-0.3%
|
|
|
1961
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$662K
|
-$13.9K
|
-300
|
-2%
|
|
|
1962
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$661K
|
-$3.8K
|
-82
|
-0.6%
|
|
|
1963
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$660K
|
+$45.4K
|
+980
|
+8%
|
|
|
1964
|
Sovereign Financial Group
Stamford,
Connecticut
|
$659K
|
+$52.3K
|
+1,128
|
+9%
|
|
|
1965
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$658K
|
-$130K
|
-2,810
|
-18%
|
|
|
1966
|
Essex Savings Bank
Essex,
Connecticut
|
$655K
|
-$12.9K
|
-279
|
-2%
|
|
|
1967
|
|
$653K
|
-$237K
|
-5,121
|
-28%
|
|
|
1968
|
Nikulski Financial
Bettendorf,
Iowa
|
$653K
|
+$22.9K
|
+494
|
+4%
|
|
|
1969
|
Cannell & Spears
New York
|
$653K
|
+$973
|
+21
|
+0.2%
|
|
|
1970
|
Cromwell Holdings
Jackson,
Wyoming
|
$652K
|
-$602
|
-13
|
-0.1%
|
|
|
1971
|
Five Oceans Advisors
Santa Monica,
California
|
$651K
|
+$4.63K
|
+100
|
+0.8%
|
|
|
1972
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$651K
|
-$11.4K
|
-245
|
-2%
|
|
|
1973
|
New Republic Capital
Charlotte,
North Carolina
|
$651K
|
+$158K
|
+3,404
|
+36%
|
|
|
1974
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$648K
|
-$159K
|
-3,420
|
-21%
|
|
|
1975
|
Bouchey Financial Group
Troy,
New York
|
$646K
|
+$31.1K
|
+671
|
+5%
|
|
