|
1951
|
BayBridge Capital Group
Pleasanton,
California
|
$1.82M
|
+$18.6K
|
+195
|
+1%
|
|
|
1952
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1.82M
|
+$116K
|
+1,221
|
+7%
|
|
|
1953
|
First International Bank & Trust
Watford City,
North Dakota
|
$1.81M
|
+$88.1K
|
+925
|
+5%
|
|
|
1954
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.81M
|
-$126K
|
-1,327
|
-7%
|
|
|
1955
|
Procyon Advisors
Shelton,
Connecticut
|
$1.81M
|
-$1.74M
|
-18,252
|
-50%
|
|
|
1956
|
Core Wealth Partners
Santa Rosa,
California
|
$1.81M
|
+$338K
|
+3,543
|
+24%
|
|
|
1957
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.81M
|
+$33.1K
|
+347
|
+2%
|
|
|
1958
|
AHL Investment Management
Winter Park,
Florida
|
$1.81M
|
-$286K
|
-3,003
|
-14%
|
|
|
1959
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$1.8M
|
+$1.26M
|
+13,178
|
+250%
|
|
|
1960
|
Harfst & Associates
Sheridan,
Wyoming
|
$1.8M
|
+$907K
|
+9,518
|
+107%
|
|
|
1961
|
St Louis Trust
Saint Louis,
Missouri
|
$1.8M
|
–
|
–
|
–
|
|
|
1962
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.8M
|
-$35.2K
|
-369
|
-2%
|
|
|
1963
|
Williamson Legacy Group
Carmel,
Indiana
|
$1.79M
|
+$197K
|
+2,069
|
+13%
|
|
|
1964
|
Rydar Equities
Weatherford,
Texas
|
$1.78M
|
+$1.74M
|
+18,223
|
New
|
|
|
1965
|
SRH Advisors
Salina,
Kansas
|
$1.78M
|
+$762
|
+8
|
+0%
|
|
|
1966
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.77M
|
-$42.9K
|
-450
|
-2%
|
|
|
1967
|
Spreng Capital Management
Bucyrus,
Ohio
|
$1.76M
|
–
|
–
|
–
|
|
|
1968
|
Rexford Capital
Bellaire,
Texas
|
$1.76M
|
+$1.72M
|
+18,031
|
New
|
|
|
1969
|
North Dallas Bank & Trust
Dallas,
Texas
|
$1.76M
|
+$1.71M
|
+17,983
|
New
|
|
|
1970
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.75M
|
–
|
–
|
–
|
|
|
1971
|
Wealthspan Partners
Davenport,
Iowa
|
$1.75M
|
+$191
|
+2
|
+0%
|
|
|
1972
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.75M
|
+$8.58K
|
+90
|
+0.5%
|
|
|
1973
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.75M
|
-$96.8K
|
-1,016
|
-5%
|
|
|
1974
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.75M
|
+$192K
|
+2,010
|
+13%
|
|
|
1975
|
BIP Wealth
Atlanta,
Georgia
|
$1.74M
|
+$30.8K
|
+323
|
+2%
|
|
