|
1951
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$373K
|
–
|
–
|
–
|
|
|
1952
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$373K
|
+$77.8K
|
+300
|
+31%
|
|
|
1953
|
Epic Trust Investment Advisors
Richland,
Washington
|
$372K
|
-$3.89K
|
-15
|
-1%
|
|
|
1954
|
DF Dent & Co
Baltimore,
Maryland
|
$371K
|
+$326K
|
+1,256
|
New
|
|
|
1955
|
First Nebraska Trust
Lincoln,
Nebraska
|
$371K
|
-$9.34K
|
-36
|
-3%
|
|
|
1956
|
Tortoise Investment Management
White Plains,
New York
|
$371K
|
-$2.85K
|
-11
|
-0.9%
|
|
|
1957
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$371K
|
-$10.4K
|
-40
|
-3%
|
|
|
1958
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$369K
|
-$105K
|
-404
|
-24%
|
|
|
1959
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$368K
|
–
|
–
|
–
|
|
|
1960
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$366K
|
–
|
–
|
–
|
|
|
1961
|
Millington Financial Advisors
Naperville,
Illinois
|
$365K
|
+$1.56K
|
+6
|
+0.5%
|
|
|
1962
|
Boston Trust Walden
Boston,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
|
1963
|
Fidelity International
Hamilton,
Bermuda
|
$365K
|
+$320K
|
+1,234
|
New
|
|
|
1964
|
Callan Capital
La Jolla,
California
|
$364K
|
-$247K
|
-951
|
-44%
|
|
|
1965
|
Richard W. Paul & Associates
Novi,
Michigan
|
$363K
|
+$16.3K
|
+63
|
+5%
|
|
|
1966
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$362K
|
-$7.78K
|
-30
|
-2%
|
|
|
1967
|
Resource Consulting Group
Orlando,
Florida
|
$362K
|
–
|
–
|
–
|
|
|
1968
|
Indie Asset Partners
Carmel,
Indiana
|
$361K
|
-$1.3K
|
-5
|
-0.4%
|
|
|
1969
|
Canal Capital Management
Richmond,
Virginia
|
$361K
|
+$1.82K
|
+7
|
+0.6%
|
|
|
1970
|
Next Level Private
Harrison,
New York
|
$361K
|
–
|
–
|
–
|
|
|
1971
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$360K
|
–
|
–
|
–
|
|
|
1972
|
Catalina Capital Group
Torrance,
California
|
$359K
|
+$315K
|
+1,214
|
New
|
|
|
1973
|
Joule Financial
Lexington,
Kentucky
|
$359K
|
-$5.71K
|
-22
|
-2%
|
|
|
1974
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$358K
|
-$11.7K
|
-45
|
-4%
|
|
|
1975
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$357K
|
-$24.4K
|
-94
|
-7%
|
|
