|
1951
|
|
$81K
|
-$6.59M
|
-78,698
|
-99%
|
|
|
1952
|
Clearstead Trust
Portland,
Maine
|
$81K
|
–
|
–
|
–
|
|
|
1953
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$80K
|
-$10.1K
|
-121
|
-11%
|
|
|
1954
|
Addison Advisors
Middlebury,
Vermont
|
$79K
|
+$670
|
+8
|
+0.9%
|
|
|
1955
|
Tortoise Investment Management
White Plains,
New York
|
$77K
|
–
|
–
|
–
|
|
|
1956
|
USA Financial Formulas
Ada,
Michigan
|
$72K
|
+$13.8K
|
+165
|
+24%
|
|
|
1957
|
Capstone Investment Advisors
New York
|
$71K
|
-$1.33M
|
-15,934
|
-95%
|
|
|
1958
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$71K
|
–
|
–
|
–
|
|
|
1959
|
Laurel Wealth Planning
Edina,
Minnesota
|
$71K
|
+$10.5K
|
+125
|
+18%
|
|
|
1960
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$71K
|
+$70.5K
|
+842
|
New
|
|
|
1961
|
Banco de Sabadell
Miami,
Florida
|
$67K
|
+$30.6K
|
+365
|
+46%
|
|
|
1962
|
State of Wyoming
Cheyenne,
Wyoming
|
$66K
|
-$62.6K
|
-747
|
-49%
|
|
|
1963
|
First Financial Corp
Terre Haute,
Indiana
|
$66K
|
–
|
–
|
–
|
|
|
1964
|
West Financial Advisors
Des Moines,
Iowa
|
$64K
|
+$17K
|
+203
|
+37%
|
|
|
1965
|
PGIM Custom Harvest
Newark,
New Jersey
|
$63K
|
–
|
–
|
–
|
|
|
1966
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$63K
|
+$62K
|
+740
|
New
|
|
|
1967
|
Larson Financial Group
St Louis,
Missouri
|
$62K
|
+$168
|
+2
|
+0.3%
|
|
|
1968
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$62K
|
+$5.03K
|
+60
|
+9%
|
|
|
1969
|
Arrow Financial
Glens Falls,
New York
|
$61K
|
+$586
|
+7
|
+1%
|
|
|
1970
|
Tarbox Family Office
Newport Beach,
California
|
$60K
|
-$1.93K
|
-23
|
-3%
|
|
|
1971
|
Strategic Asset Management
Rochester,
Minnesota
|
$60K
|
+$60.1K
|
+717
|
New
|
|
|
1972
|
Maj Invest Holding A/S
Copenhagen K,
Denmark
|
$59K
|
–
|
–
|
–
|
|
|
1973
|
Park Circle Company
Baltimore,
Maryland
|
$59K
|
–
|
–
|
–
|
|
|
1974
|
CKW Financial Group
Honolulu,
Hawaii
|
$55K
|
-$5.86K
|
-70
|
-10%
|
|
|
1975
|
D'Orazio & Associates
Falls Church,
Virginia
|
$54K
|
+$17K
|
+203
|
+47%
|
|
