|
1951
|
Rational Advisors
Huntington,
New York
|
$169K
|
–
|
–
|
–
|
|
|
1952
|
KBC Group
Brussels,
Belgium
|
$169K
|
–
|
–
|
–
|
|
|
1953
|
Oakworth Capital
Birmingham,
Alabama
|
$166K
|
–
|
–
|
–
|
|
|
1954
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$166K
|
–
|
–
|
–
|
|
|
1955
|
Global Assets Advisory
Orlando,
Florida
|
$162K
|
-$444K
|
-324
|
-72%
|
|
|
1956
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$161K
|
-$19.2K
|
-14
|
-10%
|
|
|
1957
|
NBC Securities
Birmingham,
Alabama
|
$161K
|
+$8.22K
|
+6
|
+5%
|
|
|
1958
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$155K
|
-$38.4K
|
-28
|
-19%
|
|
|
1959
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$154K
|
+$116K
|
+85
|
+266%
|
|
|
1960
|
Accent Capital Management
Centerville,
Ohio
|
$152K
|
+$78.1K
|
+57
|
+98%
|
|
|
1961
|
Main Street Group
Glen Allen,
Virginia
|
$152K
|
+$158K
|
+115
|
New
|
|
|
1962
|
Axiom Investment Management
New York
|
$151K
|
+$156K
|
+114
|
New
|
|
|
1963
|
Financial Network Wealth Advisors
Murray,
Utah
|
$151K
|
-$16.4K
|
-12
|
-10%
|
|
|
1964
|
Clearstead Trust
Portland,
Maine
|
$149K
|
-$30.1K
|
-22
|
-16%
|
|
|
1965
|
American National Bank & Trust
Wichita Falls,
Texas
|
$144K
|
-$4.11K
|
-3
|
-3%
|
|
|
1966
|
Elevation Wealth Partners
Santa Rosa,
California
|
$143K
|
–
|
–
|
–
|
|
|
1967
|
Hollencrest Capital Management
Newport Beach,
California
|
$132K
|
-$406K
|
-296
|
-75%
|
|
|
1968
|
Quantbot Technologies
New York
|
$132K
|
+$137K
|
+100
|
New
|
|
|
1969
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$131K
|
–
|
–
|
–
|
|
|
1970
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$131K
|
+$136K
|
+99
|
New
|
|
|
1971
|
True Wealth Design
Akron,
Ohio
|
$128K
|
+$30.1K
|
+22
|
+29%
|
|
|
1972
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$125K
|
+$61.7K
|
+45
|
+90%
|
|
|
1973
|
Frazier Financial Advisors
Columbus,
Ohio
|
$122K
|
–
|
–
|
–
|
|
|
1974
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$122K
|
+$63K
|
+46
|
+100%
|
|
|
1975
|
Strive Financial Group
Carmel,
Indiana
|
$120K
|
–
|
–
|
–
|
|
