|
1951
|
POM Investment Strategies
Raleigh,
North Carolina
|
$23K
|
-$11.4K
|
-108
|
-31%
|
|
|
1952
|
CNB Bank
Clearfield,
Pennsylvania
|
$23K
|
+$11.4K
|
+108
|
+84%
|
|
|
1953
|
Miller Global Investments
Dallas,
Texas
|
$21.9K
|
–
|
–
|
–
|
|
|
1954
|
Joseph Group Capital Management
Columbus,
Ohio
|
$21.5K
|
+$7.63K
|
+72
|
+49%
|
|
|
1955
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$21.5K
|
+$23.3K
|
+220
|
New
|
|
|
1956
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$21K
|
-$424
|
-4
|
-2%
|
|
|
1957
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$20.7K
|
–
|
–
|
–
|
|
|
1958
|
Addison Advisors
Middlebury,
Vermont
|
$20.7K
|
+$1.27K
|
+12
|
+6%
|
|
|
1959
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$19.9K
|
-$1.27K
|
-12
|
-6%
|
|
|
1960
|
Evermay Wealth Management
Arlington,
Virginia
|
$19.9K
|
–
|
–
|
–
|
|
|
1961
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$19.5K
|
–
|
–
|
–
|
|
|
1962
|
Westend Capital Management
Sausalito,
California
|
$19.5K
|
–
|
–
|
–
|
|
|
1963
|
Burk Holdings
Tulsa,
Oklahoma
|
$19.5K
|
+$21.2K
|
+200
|
New
|
|
|
1964
|
Financial Network Wealth Advisors
Murray,
Utah
|
$19.1K
|
+$6.36K
|
+60
|
+44%
|
|
|
1965
|
Kelleher Financial Advisors
New York
|
$18.7K
|
–
|
–
|
–
|
|
|
1966
|
First Command Advisory Services
Fort Worth,
Texas
|
$18.7K
|
+$4.24K
|
+40
|
+26%
|
|
|
1967
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$18.3K
|
–
|
–
|
–
|
|
|
1968
|
Highline Wealth Partners
Sherman Oaks,
California
|
$18.3K
|
+$3.81K
|
+36
|
+24%
|
|
|
1969
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$18.3K
|
+$13.6K
|
+128
|
+213%
|
|
|
1970
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$18K
|
-$3.81K
|
-36
|
-17%
|
|
|
1971
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$18K
|
-$424
|
-4
|
-2%
|
|
|
1972
|
Ares Financial Consulting
Calabasas,
California
|
$16.9K
|
+$4.24K
|
+40
|
+30%
|
|
|
1973
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$16.9K
|
+$18.2K
|
+172
|
New
|
|
|
1974
|
Crews Bank & Trust
Wauchula,
Florida
|
$16.8K
|
+$18.2K
|
+172
|
New
|
|
|
1975
|
Operose Advisors
Milwaukee,
Wisconsin
|
$16K
|
+$17.4K
|
+164
|
New
|
|
