|
1951
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$310K
|
-$23.8K
|
-241
|
-5%
|
|
|
1952
|
Trellis Advisors
Ellensburg,
Washington
|
$310K
|
+$9.88K
|
+100
|
+2%
|
|
|
1953
|
Anfield Capital Management
Irvine,
California
|
$308K
|
-$58.3K
|
-590
|
-12%
|
|
|
1954
|
Texas Capital Bancshares
Dallas,
Texas
|
$308K
|
–
|
–
|
–
|
|
|
1955
|
Southport Capital Management
Chattanooga,
Tennessee
|
$308K
|
+$22.1K
|
+224
|
+6%
|
|
|
1956
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$307K
|
-$1.5M
|
-15,148
|
-78%
|
|
|
1957
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$307K
|
+$60.7K
|
+614
|
+17%
|
|
|
1958
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$306K
|
-$9.88K
|
-100
|
-2%
|
|
|
1959
|
Cardan Capital Partners
Denver,
Colorado
|
$305K
|
+$199K
|
+2,018
|
+92%
|
|
|
1960
|
Donaldson Capital Management
Evansville,
Indiana
|
$304K
|
-$130K
|
-1,319
|
-24%
|
|
|
1961
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$304K
|
+$400K
|
+4,052
|
+2,701%
|
|
|
1962
|
SPC Financial Inc
Rockville,
Maryland
|
$303K
|
-$74.8K
|
-757
|
-15%
|
|
|
1963
|
20/20 Capital Management
Costa Mesa,
California
|
$303K
|
-$43.9K
|
-444
|
-12%
|
|
|
1964
|
Rock Point Advisors
Burlington,
Vermont
|
$301K
|
-$17.6K
|
-178
|
-4%
|
|
|
1965
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$300K
|
-$134K
|
-1,360
|
-25%
|
|
|
1966
|
Van Den Berg Management I
Austin,
Texas
|
$300K
|
+$409K
|
+4,141
|
New
|
|
|
1967
|
Cordasco Financial Network
Naples,
Florida
|
$299K
|
+$278K
|
+2,809
|
+214%
|
|
|
1968
|
Rudd International
Sarasota,
Florida
|
$298K
|
-$22.7K
|
-230
|
-5%
|
|
|
1969
|
Verity Asset Management
Durham,
North Carolina
|
$298K
|
+$406K
|
+4,107
|
New
|
|
|
1970
|
CVA Family Office
Denver,
Colorado
|
$294K
|
+$47.4K
|
+480
|
+13%
|
|
|
1971
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$293K
|
-$1.53M
|
-15,450
|
-79%
|
|
|
1972
|
Towerpoint Wealth
Sacramento,
California
|
$293K
|
-$417K
|
-4,223
|
-51%
|
|
|
1973
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$293K
|
–
|
–
|
–
|
|
|
1974
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$293K
|
+$21.4K
|
+217
|
+6%
|
|
|
1975
|
TrueWealth LLC
Atlanta,
Georgia
|
$291K
|
+$11.6K
|
+117
|
+3%
|
|
