|
1951
|
Focused Wealth Management
Newburgh,
New York
|
$191K
|
+$44.4K
|
+263
|
+38%
|
|
|
1952
|
Stephens Investment Management Group
Houston,
Texas
|
$188K
|
–
|
–
|
–
|
|
|
1953
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$187K
|
-$18.4K
|
-109
|
-10%
|
|
|
1954
|
West Paces Advisors
Atlanta,
Georgia
|
$160K
|
+$4.05K
|
+24
|
+3%
|
|
|
1955
|
MV Capital Management
Bethesda,
Maryland
|
$158K
|
+$71.1K
|
+421
|
+113%
|
|
|
1956
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$155K
|
–
|
–
|
–
|
|
|
1957
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$151K
|
-$196K
|
-1,163
|
-61%
|
|
|
1958
|
Summit Securities Group
New York
|
$148K
|
-$1.01M
|
-6,002
|
-89%
|
|
|
1959
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$146K
|
+$2.37K
|
+14
|
+2%
|
|
|
1960
|
Financial Management Professionals
Austin,
Texas
|
$144K
|
+$85.8K
|
+508
|
+237%
|
|
|
1961
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$141K
|
-$154K
|
-910
|
-56%
|
|
|
1962
|
Carmel Capital Partners
San Diego,
California
|
$141K
|
+$120K
|
+708
|
New
|
|
|
1963
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$140K
|
+$11.7K
|
+69
|
+11%
|
|
|
1964
|
Union Investments & Development
Tel Aviv,
Israel
|
$140K
|
–
|
–
|
–
|
|
|
1965
|
City Holding Co
Charleston,
West Virginia
|
$139K
|
-$25.5K
|
-151
|
-18%
|
|
|
1966
|
Wellington Shields & Co
New York
|
$137K
|
-$16K
|
-95
|
-12%
|
|
|
1967
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$137K
|
+$1.35K
|
+8
|
+1%
|
|
|
1968
|
Arlington Partners
Birmingham,
Alabama
|
$137K
|
+$95.3K
|
+564
|
+470%
|
|
|
1969
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$137K
|
+$2.53K
|
+15
|
+2%
|
|
|
1970
|
Versant Capital Management
Phoenix,
Arizona
|
$135K
|
-$338
|
-2
|
-0.3%
|
|
|
1971
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$132K
|
-$63.8K
|
-378
|
-36%
|
|
|
1972
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$131K
|
-$50.7K
|
-300
|
-31%
|
|
|
1973
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$130K
|
-$67.2K
|
-398
|
-38%
|
|
|
1974
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$128K
|
+$108K
|
+639
|
New
|
|
|
1975
|
Optimum Investment Advisors
Chicago,
Illinois
|
$127K
|
–
|
–
|
–
|
|
