|
1951
|
Lavaca Capital
Houston,
Texas
|
$17K
|
–
|
–
|
–
|
|
|
1952
|
Total Investment Management
Scottsdale,
Arizona
|
$16.9K
|
+$14.3K
|
+198
|
New
|
|
|
1953
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$16.6K
|
+$3.83K
|
+53
|
+37%
|
|
|
1954
|
Centennial Bank
Conway,
Arkansas
|
$16.6K
|
-$5.42K
|
-75
|
-28%
|
|
|
1955
|
Truvestments Capital
Sarasota,
Florida
|
$15.9K
|
-$17.8K
|
-246
|
-57%
|
|
|
1956
|
Clark Wealth Partners
O'fallon,
Illinois
|
$15.8K
|
+$5.06K
|
+70
|
+60%
|
|
|
1957
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$15.5K
|
+$13.2K
|
+182
|
New
|
|
|
1958
|
MASECO Private Wealth
London,
|
$15.3K
|
+$13K
|
+180
|
New
|
|
|
1959
|
Syntax Research
Boca Raton,
Florida
|
$15.2K
|
–
|
–
|
–
|
|
|
1960
|
Tompkins Financial
Ithaca,
New York
|
$15.1K
|
–
|
–
|
–
|
|
|
1961
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$15K
|
-$22K
|
-305
|
-63%
|
|
|
1962
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$14.9K
|
–
|
–
|
–
|
|
|
1963
|
Stephens Consulting
Flint,
Michigan
|
$14.8K
|
+$1.08K
|
+15
|
+9%
|
|
|
1964
|
Kilter Group
Rhinebeck,
New York
|
$14.2K
|
+$12.1K
|
+167
|
New
|
|
|
1965
|
New Millennium Group
Sandy,
Utah
|
$14.2K
|
–
|
–
|
–
|
|
|
1966
|
Dunhill Financial
London,
United Kingdom
|
$14.1K
|
-$145
|
-2
|
-1%
|
|
|
1967
|
Darwin Wealth Management
Tampa,
Florida
|
$13.7K
|
-$1.45K
|
-20
|
-11%
|
|
|
1968
|
Morse Asset Management
Darien,
Connecticut
|
$13.4K
|
+$11.3K
|
+157
|
New
|
|
|
1969
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
1970
|
Penserra Capital Management
Orinda,
California
|
$13K
|
–
|
–
|
–
|
|
|
1971
|
Creekmur Asset Management
Morton,
Illinois
|
$12.7K
|
+$434
|
+6
|
+4%
|
|
|
1972
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$12.4K
|
–
|
–
|
–
|
|
|
1973
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$12.4K
|
–
|
–
|
–
|
|
|
1974
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$12K
|
-$735K
|
-10,165
|
-99%
|
|
|
1975
|
Wood Tarver Financial Group
Boise,
Idaho
|
$12K
|
-$33.6K
|
-465
|
-77%
|
|
