|
1951
|
CX Institutional
Auburn,
Indiana
|
$75K
|
-$8.21K
|
-274
|
-7%
|
|
|
1952
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$75K
|
–
|
–
|
–
|
|
|
1953
|
West Bancorporation
West Des Moines,
Iowa
|
$74K
|
-$349K
|
-11,648
|
-77%
|
|
|
1954
|
Financial Perspectives
Minneapolis,
Minnesota
|
$73.5K
|
+$28.2K
|
+941
|
+37%
|
|
|
1955
|
Founders Capital Management (Texas)
Houston,
Texas
|
$70K
|
–
|
–
|
–
|
|
|
1956
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$70K
|
–
|
–
|
–
|
|
|
1957
|
Regal Wealth Group
Seal Beach,
California
|
$69K
|
-$4.32K
|
-144
|
-4%
|
|
|
1958
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$69K
|
-$3K
|
-100
|
-3%
|
|
|
1959
|
McMillion Capital Management
Greensboro,
North Carolina
|
$69K
|
+$7.01K
|
+234
|
+8%
|
|
|
1960
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$69K
|
+$21.4K
|
+713
|
+28%
|
|
|
1961
|
Black Swift Group
Boulder,
Colorado
|
$69K
|
+$97.4K
|
+3,250
|
New
|
|
|
1962
|
Lee Financial
Dallas,
Texas
|
$68K
|
-$38.5K
|
-1,283
|
-29%
|
|
|
1963
|
Evolution Wealth Advisors
Aventura,
Florida
|
$68K
|
+$55.3K
|
+1,846
|
+138%
|
|
|
1964
|
Matthew Hamilton Rosenberg
|
$64K
|
+$89.9K
|
+3,000
|
New
|
|
|
1965
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$63K
|
-$305K
|
-10,160
|
-77%
|
|
|
1966
|
Balentine LLC
Atlanta,
Georgia
|
$63K
|
-$124K
|
-4,122
|
-58%
|
|
|
1967
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$61K
|
+$7.04K
|
+235
|
+9%
|
|
|
1968
|
Tompkins Financial
Ithaca,
New York
|
$60K
|
+$16.8K
|
+559
|
+25%
|
|
|
1969
|
Litman Gregory Wealth Management
Larkspur,
California
|
$60K
|
+$24.4K
|
+815
|
+41%
|
|
|
1970
|
Wolverine Asset Management
Chicago,
Illinois
|
$59K
|
-$410K
|
-13,676
|
-83%
|
|
|
1971
|
Vigilant Capital Management
Portland,
Maine
|
$59K
|
-$50.5K
|
-1,686
|
-38%
|
|
|
1972
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$59K
|
-$5.85K
|
-195
|
-6%
|
|
|
1973
|
Financial Management Professionals
Austin,
Texas
|
$59K
|
–
|
–
|
–
|
|
|
1974
|
Solstein Capital
Menlo Park,
California
|
$59K
|
+$83.7K
|
+2,791
|
New
|
|
|
1975
|
Kessler Investment Group
Columbus,
Indiana
|
$56K
|
-$4.91M
|
-163,634
|
-98%
|
|
