|
1951
|
Hoertkorn Richard Charles
|
$1.21M
|
-$154K
|
-634
|
-12%
|
|
|
1952
|
Essex Savings Bank
Essex,
Connecticut
|
$1.21M
|
–
|
–
|
–
|
|
|
1953
|
Occidental Asset Management
Burlingame,
California
|
$1.21M
|
-$1.03M
|
-4,232
|
-47%
|
|
|
1954
|
Hardy Reed
Tupelo,
Mississippi
|
$1.2M
|
-$2.43K
|
-10
|
-0.2%
|
|
|
1955
|
SWS Partners
Columbus,
Ohio
|
$1.2M
|
–
|
–
|
–
|
|
|
1956
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.2M
|
–
|
–
|
–
|
|
|
1957
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.2M
|
-$17.7K
|
-73
|
-2%
|
|
|
1958
|
BCGM Wealth Management
Lafayette,
Indiana
|
$1.2M
|
+$177K
|
+729
|
+19%
|
|
|
1959
|
Rice Hall James & Associates
San Diego,
California
|
$1.2M
|
-$97.1K
|
-400
|
-8%
|
|
|
1960
|
SFE Investment Counsel
Los Angeles,
California
|
$1.2M
|
-$72.9K
|
-300
|
-6%
|
|
|
1961
|
Dynamic Technology Lab
Singapore
|
$1.19M
|
+$711K
|
+2,929
|
+168%
|
|
|
1962
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.19M
|
–
|
–
|
–
|
|
|
1963
|
McLean Asset Management
Tysons,
Virginia
|
$1.19M
|
-$155K
|
-638
|
-13%
|
|
|
1964
|
Liberty Wealth Management
Oakland,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
1965
|
Sonora Investment Management
Tucson,
Arizona
|
$1.19M
|
+$18K
|
+74
|
+2%
|
|
|
1966
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.19M
|
+$161K
|
+662
|
+17%
|
|
|
1967
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$1.18M
|
-$32.5K
|
-134
|
-3%
|
|
|
1968
|
Wambolt & Associates
Littleton,
Colorado
|
$1.18M
|
-$23.1K
|
-95
|
-2%
|
|
|
1969
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.17M
|
-$123K
|
-508
|
-10%
|
|
|
1970
|
Resources Management Corp
West Hartford,
Connecticut
|
$1.17M
|
-$64.6K
|
-266
|
-5%
|
|
|
1971
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.17M
|
+$132K
|
+544
|
+14%
|
|
|
1972
|
Monetary Management Group
St Louis,
Missouri
|
$1.16M
|
-$78.9K
|
-325
|
-7%
|
|
|
1973
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.16M
|
-$35K
|
-144
|
-3%
|
|
|
1974
|
Edgewood Management
Greenwich,
Connecticut
|
$1.16M
|
–
|
–
|
–
|
|
|
1975
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.16M
|
-$158K
|
-652
|
-13%
|
|
