|
1951
|
|
$22M
|
-$78.7K
|
-275
|
-0.4%
|
|
|
1952
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$21.9M
|
+$403K
|
+1,410
|
+2%
|
|
|
1953
|
Coleford Investment Management
Toronto, Ontario,
Canada
|
$21.9M
|
-$410K
|
-1,435
|
-2%
|
|
|
1954
|
Field & Main Bank
Henderson,
Kentucky
|
$21.9M
|
-$30.6K
|
-107
|
-0.1%
|
|
|
1955
|
CLG LLC
Long Beach,
California
|
$21.9M
|
-$462K
|
-1,615
|
-2%
|
|
|
1956
|
Argentarii
Cincinnati,
Ohio
|
$21.8M
|
+$313K
|
+1,095
|
+2%
|
|
|
1957
|
Keystone Wealth Services
Palm Desert,
California
|
$21.8M
|
+$112K
|
+393
|
+0.5%
|
|
|
1958
|
High Note Wealth
Deephaven,
Minnesota
|
$21.8M
|
+$45.8K
|
+160
|
+0.2%
|
|
|
1959
|
Fort Point Capital Partners
San Francisco,
California
|
$21.7M
|
+$1.8M
|
+6,304
|
+9%
|
|
|
1960
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$21.7M
|
+$42.6K
|
+149
|
+0.2%
|
|
|
1961
|
Mattern Wealth Management
Lawrence,
Kansas
|
$21.7M
|
+$1.09M
|
+3,803
|
+5%
|
|
|
1962
|
Tradewinds LLC
Raleigh,
North Carolina
|
$21.7M
|
-$13.9M
|
-48,487
|
-65%
|
|
|
1963
|
Global Endowment Management
Charlotte,
North Carolina
|
$21.6M
|
-$1.27M
|
-4,438
|
-6%
|
|
|
1964
|
Slow Capital
Greenbrae,
California
|
$21.6M
|
-$1.44M
|
-5,023
|
-6%
|
|
|
1965
|
Iowa State Bank
Urbandale,
Iowa
|
$21.6M
|
-$342K
|
-1,196
|
-2%
|
|
|
1966
|
Insight Advisors
Newtown,
Pennsylvania
|
$21.6M
|
-$436K
|
-1,523
|
-2%
|
|
|
1967
|
Clear Creek Financial Management
Silverdale,
Washington
|
$21.6M
|
+$1.2M
|
+4,206
|
+6%
|
|
|
1968
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$21.6M
|
-$96.4K
|
-337
|
-0.4%
|
|
|
1969
|
Financial Management Network
Mission Viejo,
California
|
$21.6M
|
-$129K
|
-452
|
-0.7%
|
|
|
1970
|
University of Illinois Foundation
Champaign,
Illinois
|
$21.5M
|
+$4.63M
|
+16,175
|
+28%
|
|
|
1971
|
Clough Capital Partners
Boston,
Massachusetts
|
$21.5M
|
-$22.5M
|
-78,605
|
-51%
|
|
|
1972
|
NVWM LLC
Yardley,
Pennsylvania
|
$21.5M
|
-$54.9K
|
-192
|
-0.3%
|
|
|
1973
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$21.5M
|
-$1.56M
|
-5,444
|
-7%
|
|
|
1974
|
Prosperity Financial Group
San Ramon,
California
|
$21.5M
|
+$87.5K
|
+306
|
+0.4%
|
|
|
1975
|
Titleist Asset Management
San Antonio,
Texas
|
$21.5M
|
-$1.48M
|
-5,176
|
-7%
|
|
