|
1951
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.51M
|
-$351K
|
-1,233
|
-18%
|
|
|
1952
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.5M
|
-$179K
|
-629
|
-10%
|
|
|
1953
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.5M
|
-$131K
|
-461
|
-8%
|
|
|
1954
|
SL Advisors
Westfield,
New Jersey
|
$1.5M
|
-$7.11K
|
-25
|
-0.4%
|
|
|
1955
|
Old Well Partners
Charlotte,
North Carolina
|
$1.5M
|
+$1.59M
|
+5,600
|
New
|
|
|
1956
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$1.49M
|
-$3.13K
|
-11
|
-0.2%
|
|
|
1957
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$1.49M
|
-$596K
|
-2,095
|
-27%
|
|
|
1958
|
GFG Capital
Miami,
Florida
|
$1.49M
|
+$58.6K
|
+206
|
+4%
|
|
|
1959
|
Keel Point
Huntsville,
Alabama
|
$1.48M
|
+$13.9K
|
+49
|
+0.9%
|
|
|
1960
|
Nomura Holdings
Tokyo,
Japan
|
$1.48M
|
+$1.03M
|
+3,613
|
+188%
|
|
|
1961
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.48M
|
-$47.5K
|
-167
|
-3%
|
|
|
1962
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$1.48M
|
+$13.7K
|
+48
|
+0.9%
|
|
|
1963
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.48M
|
+$164K
|
+575
|
+12%
|
|
|
1964
|
Advisory Research
Chicago,
Illinois
|
$1.48M
|
-$9.11K
|
-32
|
-0.6%
|
|
|
1965
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.48M
|
+$211K
|
+742
|
+16%
|
|
|
1966
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.47M
|
-$1.24M
|
-4,361
|
-44%
|
|
|
1967
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.47M
|
+$681K
|
+2,394
|
+77%
|
|
|
1968
|
Consolidated Capital Management
Burbank,
California
|
$1.46M
|
-$195K
|
-685
|
-11%
|
|
|
1969
|
|
$1.45M
|
+$74.6K
|
+262
|
+5%
|
|
|
1970
|
Bank of the West
Monterey Park,
California
|
$1.45M
|
+$148K
|
+521
|
+11%
|
|
|
1971
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.45M
|
+$5.98K
|
+21
|
+0.4%
|
|
|
1972
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
|
1973
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.45M
|
+$868K
|
+3,051
|
+128%
|
|
|
1974
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.45M
|
-$123K
|
-431
|
-7%
|
|
|
1975
|
Manhattan West Asset Management
Los Angeles,
California
|
$1.45M
|
+$351K
|
+1,233
|
+29%
|
|
