|
1951
|
Asio Capital
Lexington,
Kentucky
|
$44.6万
|
+$1.85万
|
+66
|
+5%
|
|
|
1952
|
Elevation Wealth Partners
Santa Rosa,
California
|
$44.5万
|
+$1.69万
|
+60
|
+4%
|
|
|
1953
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$44.5万
|
+$15.8万
|
+563
|
+61%
|
|
|
1954
|
Successful Portfolios
Clearwater,
Florida
|
$44.4万
|
–
|
–
|
–
|
|
|
1955
|
|
$44.3万
|
-$1.04万
|
-37
|
-2%
|
|
|
1956
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$44.2万
|
–
|
–
|
–
|
|
|
1957
|
Latitude Advisors
Vero Beach,
Florida
|
$44.2万
|
+$3,934
|
+14
|
+1%
|
|
|
1958
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$44.2万
|
-$18.9万
|
-672
|
-31%
|
|
|
1959
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$44.1万
|
-$24.2万
|
-860
|
-37%
|
|
|
1960
|
Gunpowder Capital Management
Towson,
Maryland
|
$43.6万
|
–
|
–
|
–
|
|
|
1961
|
|
$43.6万
|
-$1.71万
|
-61
|
-4%
|
|
|
1962
|
Fairview Capital Investment Management
Greenbrae,
California
|
$43.4万
|
–
|
–
|
–
|
|
|
1963
|
Argus Investors Counsel
New York
|
$43.3万
|
–
|
–
|
–
|
|
|
1964
|
SFG Wealth Management
Towson,
Maryland
|
$43.3万
|
-$5.11万
|
-182
|
-11%
|
|
|
1965
|
Omega Financial Group
Santa Barbara,
California
|
$43.2万
|
+$562
|
+2
|
+0.1%
|
|
|
1966
|
Shrier Wealth Management
Los Angeles,
California
|
$43.2万
|
+$562
|
+2
|
+0.1%
|
|
|
1967
|
Monte Financial Group
Guilford,
Connecticut
|
$43.2万
|
+$3.37万
|
+120
|
+9%
|
|
|
1968
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$43.2万
|
+$3,372
|
+12
|
+0.8%
|
|
|
1969
|
Eclectic Associates
Fullerton,
California
|
$43.1万
|
+$4,215
|
+15
|
+1%
|
|
|
1970
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$43万
|
–
|
–
|
–
|
|
|
1971
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$43万
|
+$281
|
+1
|
+0.1%
|
|
|
1972
|
Kessler Investment Group
Columbus,
Indiana
|
$42.9万
|
–
|
–
|
–
|
|
|
1973
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$42.9万
|
–
|
–
|
–
|
|
|
1974
|
GDS Wealth Management
Flower Mound,
Texas
|
$42.9万
|
-$1.26万
|
-45
|
-3%
|
|
|
1975
|
Trueblood Wealth Management
Lima,
Ohio
|
$42.9万
|
+$562
|
+2
|
+0.1%
|
|
