|
1951
|
Neville Rodie & Shaw
New York
|
$327K
|
-$44.2K
|
-180
|
-12%
|
|
|
1952
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$327K
|
+$108K
|
+439
|
+48%
|
|
|
1953
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$327K
|
-$27.2K
|
-111
|
-8%
|
|
|
1954
|
Hourglass Capital
Houston,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
1955
|
Compton Capital Management
Providence,
Rhode Island
|
$324K
|
-$527K
|
-2,145
|
-62%
|
|
|
1956
|
Epic Trust Investment Advisors
Richland,
Washington
|
$324K
|
+$329K
|
+1,339
|
New
|
|
|
1957
|
Global Financial Private Client
Sarasota,
Florida
|
$324K
|
–
|
–
|
–
|
|
|
1958
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$323K
|
–
|
–
|
–
|
|
|
1959
|
Blue Edge Capital
Richmond,
Virginia
|
$322K
|
–
|
–
|
–
|
|
|
1960
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$322K
|
-$43K
|
-175
|
-12%
|
|
|
1961
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$321K
|
+$326K
|
+1,330
|
New
|
|
|
1962
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$320K
|
+$36.8K
|
+150
|
+13%
|
|
|
1963
|
Thomas Story & Son
Culver,
Indiana
|
$320K
|
–
|
–
|
–
|
|
|
1964
|
Summit Financial Group
Moorefield,
West Virginia
|
$320K
|
–
|
–
|
–
|
|
|
1965
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$320K
|
–
|
–
|
–
|
|
|
1966
|
BIP Wealth
Atlanta,
Georgia
|
$319K
|
+$324K
|
+1,321
|
New
|
|
|
1967
|
LVZ Inc
Holland,
Michigan
|
$319K
|
-$131K
|
-534
|
-29%
|
|
|
1968
|
Five Oceans Advisors
Santa Monica,
California
|
$319K
|
+$41.2K
|
+168
|
+15%
|
|
|
1969
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$318K
|
-$25K
|
-102
|
-7%
|
|
|
1970
|
EFG Asset Management
Portland,
Oregon
|
$318K
|
+$323K
|
+1,317
|
New
|
|
|
1971
|
Hutchinson Capital Management
San Rafael,
California
|
$318K
|
-$245
|
-1
|
-0.1%
|
|
|
1972
|
Holland Advisory Services
Ormond Beach,
Florida
|
$317K
|
-$4.66K
|
-19
|
-1%
|
|
|
1973
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$317K
|
-$5.65K
|
-23
|
-2%
|
|
|
1974
|
Veracity Capital
Atlanta,
Georgia
|
$317K
|
-$18.7K
|
-76
|
-5%
|
|
|
1975
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$316K
|
-$231K
|
-940
|
-42%
|
|
