|
1951
|
NCM Capital Management
Ramsey,
New Jersey
|
$500K
|
+$227
|
+2
|
+0%
|
|
|
1952
|
Barber Financial Group
Lenexa,
Kansas
|
$498K
|
+$9.65K
|
+85
|
+2%
|
|
|
1953
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$498K
|
+$60.6K
|
+534
|
+13%
|
|
|
1954
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$497K
|
-$56.8K
|
-500
|
-10%
|
|
|
1955
|
Vicus Capital
State College,
Pennsylvania
|
$497K
|
-$41.7K
|
-367
|
-7%
|
|
|
1956
|
Texas Capital Bancshares
Dallas,
Texas
|
$496K
|
-$1.48K
|
-13
|
-0.3%
|
|
|
1957
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$495K
|
-$45.4K
|
-400
|
-8%
|
|
|
1958
|
Members Trust
Tampa,
Florida
|
$495K
|
-$19.1K
|
-168
|
-4%
|
|
|
1959
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$495K
|
–
|
–
|
–
|
|
|
1960
|
Osterweis Capital Management
San Francisco,
California
|
$494K
|
+$321K
|
+2,830
|
+165%
|
|
|
1961
|
Lantz Financial
Naperville,
Illinois
|
$493K
|
-$57.2K
|
-504
|
-10%
|
|
|
1962
|
Capital City Trust
Tallahassee,
Florida
|
$493K
|
+$48.5K
|
+427
|
+10%
|
|
|
1963
|
Arete Wealth Advisors
Chicago,
Illinois
|
$491K
|
+$512K
|
+4,509
|
New
|
|
|
1964
|
Clarus Group
Houston,
Texas
|
$490K
|
–
|
–
|
–
|
|
|
1965
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$489K
|
+$114
|
+1
|
+0%
|
|
|
1966
|
Veracity Capital
Atlanta,
Georgia
|
$488K
|
-$27.3K
|
-240
|
-5%
|
|
|
1967
|
Nova R Wealth
Overland Park,
Kansas
|
$486K
|
-$44K
|
-387
|
-8%
|
|
|
1968
|
Steph & Co
Marinette,
Wisconsin
|
$486K
|
–
|
–
|
–
|
|
|
1969
|
FirstPurpose Wealth
Orem,
Utah
|
$485K
|
-$140K
|
-1,229
|
-22%
|
|
|
1970
|
Nvest Financial
Portsmouth,
New Hampshire
|
$485K
|
+$44.3K
|
+390
|
+10%
|
|
|
1971
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$484K
|
+$795
|
+7
|
+0.2%
|
|
|
1972
|
Tradition Wealth Management
Edina,
Minnesota
|
$484K
|
+$795
|
+7
|
+0.2%
|
|
|
1973
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$484K
|
+$5.68K
|
+50
|
+1%
|
|
|
1974
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$483K
|
+$114
|
+1
|
+0%
|
|
|
1975
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$482K
|
+$30.8K
|
+271
|
+7%
|
|
