|
1951
|
PFW Advisors
Atlanta,
Georgia
|
$1.01M
|
-$138K
|
-2,616
|
-12%
|
|
|
1952
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$1.01M
|
+$16.7K
|
+315
|
+2%
|
|
|
1953
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.01M
|
-$25.9K
|
-490
|
-3%
|
|
|
1954
|
Kickstand Ventures
Pittsford,
New York
|
$1.01M
|
+$13.2K
|
+250
|
+1%
|
|
|
1955
|
|
$1.01M
|
+$971K
|
+18,360
|
New
|
|
|
1956
|
China Universal Asset Management Company
Shanghai,
China
|
$1.01M
|
+$4.92K
|
+93
|
+0.5%
|
|
|
1957
|
Bennett Selby Investments
Falmouth,
Maine
|
$1.01M
|
+$58.2K
|
+1,101
|
+6%
|
|
|
1958
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.01M
|
-$5.29K
|
-100
|
-0.5%
|
|
|
1959
|
Prentice Wealth Management
Rochester,
New York
|
$1.01M
|
+$20.7K
|
+392
|
+2%
|
|
|
1960
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$1.01M
|
+$71.2K
|
+1,347
|
+8%
|
|
|
1961
|
Manchester Capital Management
Manchester,
Vermont
|
$1.01M
|
+$157K
|
+2,977
|
+19%
|
|
|
1962
|
Apella Capital
West Hartford,
Connecticut
|
$1.01M
|
+$102K
|
+1,930
|
+12%
|
|
|
1963
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1M
|
-$11K
|
-208
|
-1%
|
|
|
1964
|
First Interstate Bank
Billings,
Montana
|
$1M
|
-$6.82K
|
-129
|
-0.7%
|
|
|
1965
|
Zuckerman Investment Group
Chicago,
Illinois
|
$1M
|
-$634K
|
-12,000
|
-40%
|
|
|
1966
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1M
|
-$124K
|
-2,343
|
-11%
|
|
|
1967
|
KTF Investments
Seal Beach,
California
|
$998K
|
+$959K
|
+18,151
|
New
|
|
|
1968
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$997K
|
–
|
–
|
–
|
|
|
1969
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$997K
|
+$29.2K
|
+553
|
+3%
|
|
|
1970
|
Accel Wealth Management
Waverly,
Iowa
|
$991K
|
+$140K
|
+2,648
|
+17%
|
|
|
1971
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$990K
|
+$9.5K
|
+180
|
+1%
|
|
|
1972
|
LVM Capital Management
Portage,
Michigan
|
$990K
|
–
|
–
|
–
|
|
|
1973
|
Auxano Advisors
Bellevue,
Washington
|
$990K
|
+$1.43K
|
+27
|
+0.2%
|
|
|
1974
|
Terril Brothers
St. Louis,
Missouri
|
$989K
|
-$3.17K
|
-60
|
-0.3%
|
|
|
1975
|
Centennial Bank
Conway,
Arkansas
|
$985K
|
-$1.32K
|
-25
|
-0.1%
|
|
