|
1951
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.88M
|
–
|
–
|
–
|
|
|
1952
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$1.88M
|
-$256K
|
-1,125
|
-12%
|
|
|
1953
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.88M
|
+$112K
|
+491
|
+6%
|
|
|
1954
|
Donoghue Forlines
Boston,
Massachusetts
|
$1.87M
|
+$264K
|
+1,157
|
+16%
|
|
|
1955
|
InvesTrust
Oklahoma City,
Oklahoma
|
$1.87M
|
-$30.3K
|
-133
|
-2%
|
|
|
1956
|
Sentry LLC
Memphis,
Tennessee
|
$1.87M
|
–
|
–
|
–
|
|
|
1957
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.87M
|
+$256K
|
+1,125
|
+16%
|
|
|
1958
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.86M
|
+$546K
|
+2,395
|
+42%
|
|
|
1959
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.86M
|
+$338K
|
+1,483
|
+22%
|
|
|
1960
|
Redmond Asset Management
Henrico,
Virginia
|
$1.86M
|
-$17.1K
|
-75
|
-0.9%
|
|
|
1961
|
Eagle Bay Advisors
New York
|
$1.86M
|
-$93.2K
|
-409
|
-5%
|
|
|
1962
|
Joel Isaacson & Co
New York
|
$1.85M
|
+$200K
|
+879
|
+12%
|
|
|
1963
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.85M
|
-$48.7K
|
-214
|
-3%
|
|
|
1964
|
Simplex Trading
Chicago,
Illinois
|
$1.85M
|
-$22.3M
|
-98,008
|
-92%
|
|
|
1965
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$1.84M
|
-$911
|
-4
|
-0%
|
|
|
1966
|
Patron Partners
Houston,
Texas
|
$1.84M
|
-$9.79K
|
-43
|
-0.5%
|
|
|
1967
|
Arrowpoint Investment Partners
Singapore
|
$1.84M
|
+$1.83M
|
+8,038
|
New
|
|
|
1968
|
Coyle Financial Counsel
Glenview,
Illinois
|
$1.83M
|
+$171K
|
+752
|
+10%
|
|
|
1969
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.83M
|
+$46.7K
|
+205
|
+3%
|
|
|
1970
|
Moseley Investment Management
Bradenton,
Florida
|
$1.82M
|
-$9.79K
|
-43
|
-0.5%
|
|
|
1971
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.81M
|
-$65.8K
|
-289
|
-4%
|
|
|
1972
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.81M
|
-$1.14K
|
-5
|
-0.1%
|
|
|
1973
|
Drake & Associates
Waukesha,
Wisconsin
|
$1.81M
|
-$22.3K
|
-98
|
-1%
|
|
|
1974
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.8M
|
+$189K
|
+831
|
+12%
|
|
|
1975
|
Chemistry Wealth Management
New York
|
$1.79M
|
-$326K
|
-1,430
|
-15%
|
|
