|
1951
|
Round Hill Asset Management
Pasadena,
California
|
$389K
|
-$13.5K
|
-456
|
-3%
|
|
|
1952
|
|
$389K
|
+$54.9K
|
+1,855
|
+15%
|
|
|
1953
|
Saiph Capital
Wyckoff,
New Jersey
|
$389K
|
+$3.61K
|
+122
|
+0.1%
|
|
|
1954
|
Great Diamond Partners
Portland,
Maine
|
$389K
|
-$20.2K
|
-683
|
-5%
|
|
|
1955
|
CVA Family Office
Denver,
Colorado
|
$388K
|
+$99.6K
|
+3,368
|
+31%
|
|
|
1956
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$387K
|
+$419K
|
+14,150
|
New
|
|
|
1957
|
|
$387K
|
+$59
|
+2
|
+0%
|
|
|
1958
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$387K
|
-$6.69K
|
-226
|
-2%
|
|
|
1959
|
Sawyer & Company
Boston,
Massachusetts
|
$386K
|
–
|
–
|
–
|
|
|
1960
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$386K
|
+$86.6K
|
+2,927
|
+26%
|
|
|
1961
|
WESPAC Advisors
Orinda,
California
|
$385K
|
-$85.8K
|
-2,901
|
-17%
|
|
|
1962
|
Hudock Inc
Williamsport,
Pennsylvania
|
$385K
|
+$1.36K
|
+46
|
+0.3%
|
|
|
1963
|
Defined Wealth Management
Beaverton,
Oregon
|
$384K
|
+$4.29K
|
+145
|
+1%
|
|
|
1964
|
|
$384K
|
–
|
–
|
–
|
|
|
1965
|
Bell Bank
Fargo,
North Dakota
|
$384K
|
+$80.9K
|
+2,736
|
+24%
|
|
|
1966
|
MV Capital Management
Bethesda,
Maryland
|
$383K
|
-$23K
|
-778
|
-5%
|
|
|
1967
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$383K
|
-$18.3K
|
-618
|
-4%
|
|
|
1968
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$383K
|
+$13.6K
|
+460
|
+3%
|
|
|
1969
|
Rational Advisors
Huntington,
New York
|
$383K
|
-$119K
|
-4,012
|
-22%
|
|
|
1970
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$382K
|
+$29.4K
|
+995
|
+8%
|
|
|
1971
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$382K
|
–
|
–
|
–
|
|
|
1972
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$382K
|
+$413K
|
+13,949
|
New
|
|
|
1973
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$381K
|
+$4.32K
|
+146
|
+1%
|
|
|
1974
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$381K
|
+$592
|
+20
|
+0.1%
|
|
|
1975
|
SFMG Wealth Advisors
Plano,
Texas
|
$380K
|
+$44.7K
|
+1,510
|
+12%
|
|
