|
1951
|
FullCircle Wealth
Dallas,
Texas
|
$266K
|
+$31.9K
|
+106
|
+12%
|
|
|
1952
|
Windsor Advisory Group
Columbus,
Ohio
|
$265K
|
-$28.3K
|
-94
|
-9%
|
|
|
1953
|
United Bank (Virginia)
Vienna,
Virginia
|
$265K
|
–
|
–
|
–
|
|
|
1954
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$264K
|
+$23.2K
|
+77
|
+9%
|
|
|
1955
|
JVL Associates
Wyoming,
Michigan
|
$264K
|
-$1.81K
|
-6
|
-0.7%
|
|
|
1956
|
Two Sigma Investments
New York
|
$264K
|
-$2.83M
|
-9,400
|
-91%
|
|
|
1957
|
PCG Asset Management
Gladstone,
New Jersey
|
$264K
|
-$7.52K
|
-25
|
-3%
|
|
|
1958
|
Talbot Financial
Bellevue,
Washington
|
$264K
|
–
|
–
|
–
|
|
|
1959
|
Strategic Financial Concepts
San Antonio,
Texas
|
$264K
|
+$1.2K
|
+4
|
+0.4%
|
|
|
1960
|
Beaton Management Company
Haverhill,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
1961
|
American Investment Services
Great Barrington,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
1962
|
Argus Investors Counsel
New York
|
$262K
|
-$420K
|
-1,395
|
-61%
|
|
|
1963
|
Elevatus Welath Management
Victor,
New York
|
$262K
|
–
|
–
|
–
|
|
|
1964
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$262K
|
–
|
–
|
–
|
|
|
1965
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$262K
|
-$11.4K
|
-38
|
-4%
|
|
|
1966
|
IFS Advisors
Overland Park,
Kansas
|
$262K
|
–
|
–
|
–
|
|
|
1967
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$262K
|
-$9.93K
|
-33
|
-4%
|
|
|
1968
|
Calamos Wealth Management
Naperville,
Illinois
|
$261K
|
+$34.3K
|
+114
|
+15%
|
|
|
1969
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$261K
|
+$11.1K
|
+37
|
+4%
|
|
|
1970
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$259K
|
–
|
–
|
–
|
|
|
1971
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$259K
|
+$1.2K
|
+4
|
+0.5%
|
|
|
1972
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$259K
|
–
|
–
|
–
|
|
|
1973
|
Coign Capital Advisors
Draper,
Utah
|
$259K
|
-$602
|
-2
|
-0.2%
|
|
|
1974
|
Bennett Selby Investments
Falmouth,
Maine
|
$259K
|
–
|
–
|
–
|
|
|
1975
|
Sivia Capital Partners
Mill Valley,
California
|
$258K
|
+$13.2K
|
+44
|
+5%
|
|
