|
1951
|
Diker Management
New York
|
$239K
|
–
|
–
|
–
|
|
|
1952
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$239K
|
–
|
–
|
–
|
|
|
1953
|
J.W. Burns & Co
Dewitt,
New York
|
$239K
|
–
|
–
|
–
|
|
|
1954
|
Private Asset Management
San Diego,
California
|
$239K
|
+$2.92K
|
+61
|
+1%
|
|
|
1955
|
Bouchey Financial Group
Troy,
New York
|
$237K
|
+$3.59K
|
+75
|
+2%
|
|
|
1956
|
|
$237K
|
+$217K
|
+4,522
|
New
|
|
|
1957
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$237K
|
+$217K
|
+4,530
|
New
|
|
|
1958
|
Two Sigma Advisers
New York
|
$236K
|
-$7.39M
|
-154,201
|
-97%
|
|
|
1959
|
SOA Wealth Advisors
New York
|
$236K
|
+$215K
|
+4,480
|
New
|
|
|
1960
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$234K
|
+$214K
|
+4,461
|
New
|
|
|
1961
|
|
$233K
|
-$129K
|
-2,687
|
-38%
|
|
|
1962
|
Northstar Investment Advisors
Denver,
Colorado
|
$233K
|
-$14.3K
|
-299
|
-6%
|
|
|
1963
|
Hamilton Capital
Columbus,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
1964
|
Aspire Private Capital
Cornelius,
North Carolina
|
$233K
|
+$20.6K
|
+430
|
+11%
|
|
|
1965
|
|
$232K
|
–
|
–
|
–
|
|
|
1966
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$232K
|
+$212K
|
+4,433
|
New
|
|
|
1967
|
Peak Planning Group
Centennial,
Colorado
|
$231K
|
+$211K
|
+4,410
|
New
|
|
|
1968
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$231K
|
+$211K
|
+4,402
|
New
|
|
|
1969
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$230K
|
+$252K
|
+5,253
|
New
|
|
|
1970
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$229K
|
+$240
|
+5
|
+0.1%
|
|
|
1971
|
CVA Family Office
Denver,
Colorado
|
$228K
|
+$96
|
+2
|
+0%
|
|
|
1972
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$228K
|
+$209K
|
+4,353
|
New
|
|
|
1973
|
Frank Rimerman Advisors
Palo Alto,
California
|
$228K
|
+$208K
|
+4,343
|
New
|
|
|
1974
|
Family Legacy Inc
Greenville,
South Carolina
|
$226K
|
-$2.4K
|
-50
|
-1%
|
|
|
1975
|
Jacobs & Co
San Francisco,
California
|
$225K
|
+$207K
|
+4,311
|
New
|
|
