|
1951
|
Cornerstone Management
Duluth,
Georgia
|
$321K
|
–
|
–
|
–
|
|
|
1952
|
Bell Bank
Fargo,
North Dakota
|
$321K
|
+$284K
|
+10,607
|
New
|
|
|
1953
|
Port Capital
Chicago,
Illinois
|
$320K
|
–
|
–
|
–
|
|
|
1954
|
Resource Planning Group
Atlanta,
Georgia
|
$320K
|
–
|
–
|
–
|
|
|
1955
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$320K
|
–
|
–
|
–
|
|
|
1956
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$320K
|
+$2.98K
|
+111
|
+1%
|
|
|
1957
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$320K
|
+$13.4K
|
+499
|
+5%
|
|
|
1958
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$320K
|
+$15.3K
|
+571
|
+6%
|
|
|
1959
|
Certuity
North Palm Beach,
Florida
|
$320K
|
+$22.4K
|
+835
|
+9%
|
|
|
1960
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$319K
|
-$201K
|
-7,500
|
-42%
|
|
|
1961
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$319K
|
+$18K
|
+670
|
+7%
|
|
|
1962
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$318K
|
–
|
–
|
–
|
|
|
1963
|
Sanders Morris Harris
Houston,
Texas
|
$318K
|
+$282K
|
+10,519
|
New
|
|
|
1964
|
RMR Wealth Builders
Montclair,
New Jersey
|
$317K
|
-$189K
|
-7,040
|
-40%
|
|
|
1965
|
PDS Planning
Dublin,
Ohio
|
$317K
|
+$22.1K
|
+824
|
+9%
|
|
|
1966
|
Elevated Capital Advisors
Sandy,
Utah
|
$317K
|
+$280K
|
+10,445
|
New
|
|
|
1967
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$317K
|
+$281K
|
+10,472
|
New
|
|
|
1968
|
Howard Financial Services
Dallas,
Texas
|
$315K
|
-$33K
|
-1,233
|
-11%
|
|
|
1969
|
Monetary Management Group
St Louis,
Missouri
|
$315K
|
–
|
–
|
–
|
|
|
1970
|
IFG Advisors
St. Louis,
Missouri
|
$312K
|
+$268
|
+10
|
+0.1%
|
|
|
1971
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$312K
|
+$233K
|
+8,679
|
+538%
|
|
|
1972
|
Clear Creek Financial Management
Silverdale,
Washington
|
$312K
|
+$276K
|
+10,294
|
New
|
|
|
1973
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$312K
|
+$276K
|
+10,308
|
New
|
|
|
1974
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$309K
|
–
|
–
|
–
|
|
|
1975
|
Veracity Capital
Atlanta,
Georgia
|
$308K
|
-$30.3K
|
-1,131
|
-10%
|
|
