|
1951
|
Portside Wealth Group
Provo,
Utah
|
$1.95M
|
-$86.3K
|
-90
|
-4%
|
|
|
1952
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$1.95M
|
-$4.79K
|
-5
|
-0.2%
|
|
|
1953
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.95M
|
+$144K
|
+150
|
+8%
|
|
|
1954
|
Kane Investment Management
Los Gatos,
California
|
$1.95M
|
-$378K
|
-394
|
-16%
|
|
|
1955
|
Oakworth Capital
Birmingham,
Alabama
|
$1.94M
|
+$151K
|
+158
|
+8%
|
|
|
1956
|
Symmetry Investments
St Helier,
Jersey
|
$1.94M
|
+$2.01M
|
+2,100
|
New
|
|
|
1957
|
Investment Partners
New Philadelphia,
Ohio
|
$1.94M
|
-$24.9K
|
-26
|
-1%
|
|
|
1958
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.94M
|
+$47.9K
|
+50
|
+2%
|
|
|
1959
|
Parallax Volatility Advisers
San Francisco,
California
|
$1.94M
|
-$1.01M
|
-1,049
|
-33%
|
|
|
1960
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$1.94M
|
+$109K
|
+114
|
+6%
|
|
|
1961
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.93M
|
+$408K
|
+426
|
+26%
|
|
|
1962
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.93M
|
+$468K
|
+488
|
+31%
|
|
|
1963
|
Iowa State Bank
Urbandale,
Iowa
|
$1.93M
|
-$106K
|
-111
|
-5%
|
|
|
1964
|
Fielder Capital Group
Nashville,
Tennessee
|
$1.93M
|
-$959
|
-1
|
-0%
|
|
|
1965
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.93M
|
+$15.3K
|
+16
|
+0.8%
|
|
|
1966
|
Davies Financial Advisors
Murrieta,
California
|
$1.93M
|
-$4.79K
|
-5
|
-0.2%
|
|
|
1967
|
NCP Inc
La Quinta,
California
|
$1.93M
|
+$5.75K
|
+6
|
+0.3%
|
|
|
1968
|
MJP Associates
Farmington,
Connecticut
|
$1.93M
|
-$46K
|
-48
|
-2%
|
|
|
1969
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$1.93M
|
–
|
–
|
–
|
|
|
1970
|
Wealth Quarterback
Toms River,
New Jersey
|
$1.92M
|
-$2.88K
|
-3
|
-0.1%
|
|
|
1971
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$1.91M
|
-$36.4K
|
-38
|
-2%
|
|
|
1972
|
Gould Asset Management
Claremont,
California
|
$1.9M
|
+$243K
|
+253
|
+14%
|
|
|
1973
|
Fortis Capital Management
Bellevue,
Washington
|
$1.9M
|
+$53.7K
|
+56
|
+3%
|
|
|
1974
|
KW Wealth Management
Sacramento,
California
|
$1.89M
|
+$1.96M
|
+2,045
|
New
|
|
|
1975
|
WJ Financial Advisors
Killingworth,
Connecticut
|
$1.89M
|
+$1.96M
|
+2,045
|
New
|
|
