|
1951
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$447K
|
-$137K
|
-2,934
|
-24%
|
|
|
1952
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$446K
|
+$279
|
+6
|
+0.1%
|
|
|
1953
|
First City Capital Management
Savannah,
Georgia
|
$443K
|
+$5.87K
|
+126
|
+1%
|
|
|
1954
|
Middleton & Co
Boston,
Massachusetts
|
$441K
|
+$5.87K
|
+126
|
+1%
|
|
|
1955
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$441K
|
+$21.4K
|
+459
|
+5%
|
|
|
1956
|
Aveo Capital Partners
Englewood,
Colorado
|
$440K
|
-$2.24K
|
-48
|
-0.5%
|
|
|
1957
|
Financial Engines Advisors
Santa Clara,
California
|
$436K
|
-$93.3K
|
-2,004
|
-18%
|
|
|
1958
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$433K
|
-$3.49K
|
-75
|
-0.8%
|
|
|
1959
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$433K
|
–
|
–
|
–
|
|
|
1960
|
Samalin Investment Counsel
Chappaqua,
New York
|
$433K
|
+$3.21K
|
+69
|
+0.8%
|
|
|
1961
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$433K
|
+$6.29K
|
+135
|
+1%
|
|
|
1962
|
Rice Hall James & Associates
San Diego,
California
|
$432K
|
–
|
–
|
–
|
|
|
1963
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$430K
|
-$31.2K
|
-669
|
-7%
|
|
|
1964
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$430K
|
+$6.29K
|
+135
|
+1%
|
|
|
1965
|
Univest Financial
Souderton,
Pennsylvania
|
$428K
|
+$14K
|
+300
|
+3%
|
|
|
1966
|
Violich Capital Management
San Francisco,
California
|
$427K
|
-$168K
|
-3,600
|
-28%
|
|
|
1967
|
Howland Capital Management
Boston,
Massachusetts
|
$426K
|
–
|
–
|
–
|
|
|
1968
|
Gryphon Financial Partners
Columbus,
Ohio
|
$426K
|
+$29.6K
|
+636
|
+8%
|
|
|
1969
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$426K
|
+$422K
|
+9,051
|
New
|
|
|
1970
|
Clear Perspective Advisors
Aurora,
Illinois
|
$426K
|
+$422K
|
+9,060
|
New
|
|
|
1971
|
Montgomery Investment Management
Rockville,
Maryland
|
$424K
|
-$112K
|
-2,400
|
-21%
|
|
|
1972
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$424K
|
-$30K
|
-645
|
-7%
|
|
|
1973
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$424K
|
–
|
–
|
–
|
|
|
1974
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$423K
|
+$419K
|
+9,000
|
New
|
|
|
1975
|
James Hambro & Partners
London,
United Kingdom
|
$423K
|
–
|
–
|
–
|
|
