|
1951
|
West Oak Capital
Westlake Village,
California
|
$266K
|
–
|
–
|
–
|
|
|
1952
|
Financial Engines Advisors
Santa Clara,
California
|
$265K
|
-$20.9K
|
-318
|
-7%
|
|
|
1953
|
CFO4Life Group
Coppell,
Texas
|
$265K
|
+$17.8K
|
+270
|
+6%
|
|
|
1954
|
Camden National Bank
Camden,
Maine
|
$263K
|
-$165K
|
-2,507
|
-36%
|
|
|
1955
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$263K
|
-$69.3K
|
-1,052
|
-19%
|
|
|
1956
|
Bison Wealth
Atlanta,
Georgia
|
$263K
|
-$17.6K
|
-268
|
-6%
|
|
|
1957
|
ArchPoint Investors
Coral Gables,
Florida
|
$263K
|
+$290K
|
+4,402
|
New
|
|
|
1958
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$263K
|
–
|
–
|
–
|
|
|
1959
|
Concord Wealth Partners
Abingdon,
Virginia
|
$262K
|
-$308K
|
-4,670
|
-51%
|
|
|
1960
|
Gryphon Financial Partners
Columbus,
Ohio
|
$262K
|
-$36.4K
|
-552
|
-11%
|
|
|
1961
|
Adell Harriman & Carpenter
Houston,
Texas
|
$262K
|
+$29.6K
|
+450
|
+11%
|
|
|
1962
|
Dillon & Associates
Jackson,
Michigan
|
$261K
|
-$593
|
-9
|
-0.2%
|
|
|
1963
|
CMG Global Holdings
Plano,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
1964
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$261K
|
+$6.06K
|
+92
|
+2%
|
|
|
1965
|
Financial Partners Capital Management
New York
|
$260K
|
–
|
–
|
–
|
|
|
1966
|
Brown Capital Management
Baltimore,
Maryland
|
$260K
|
–
|
–
|
–
|
|
|
1967
|
Elm Advisors
Burlingame,
California
|
$259K
|
-$13.2K
|
-200
|
-4%
|
|
|
1968
|
Northside Capital Management
Hood River,
Oregon
|
$259K
|
–
|
–
|
–
|
|
|
1969
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$258K
|
–
|
–
|
–
|
|
|
1970
|
D'Orazio & Associates
Falls Church,
Virginia
|
$257K
|
+$22.8K
|
+346
|
+9%
|
|
|
1971
|
Hutchinson Capital Management
San Rafael,
California
|
$256K
|
–
|
–
|
–
|
|
|
1972
|
Bristlecone Advisors
Bellevue,
Washington
|
$256K
|
+$52.7K
|
+800
|
+23%
|
|
|
1973
|
|
$255K
|
-$35.9K
|
-545
|
-11%
|
|
|
1974
|
Argent Advisors
Monroe,
Louisiana
|
$255K
|
-$14.9K
|
-226
|
-5%
|
|
|
1975
|
Acadian Asset Management
Boston,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
