|
1951
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.21M
|
-$12.2K
|
-70
|
-1%
|
|
|
1952
|
Baron Wealth Management
Troy,
Michigan
|
$1.2M
|
+$1.17M
|
+6,699
|
New
|
|
|
1953
|
Pure Financial Advisors
San Diego,
California
|
$1.2M
|
+$75.7K
|
+434
|
+7%
|
|
|
1954
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.2M
|
–
|
–
|
–
|
|
|
1955
|
Harvest Fund Management
Beijing,
China
|
$1.2M
|
–
|
–
|
–
|
|
|
1956
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.2M
|
+$81.1K
|
+465
|
+7%
|
|
|
1957
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.19M
|
+$15.4K
|
+88
|
+1%
|
|
|
1958
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.19M
|
-$545K
|
-3,125
|
-32%
|
|
|
1959
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.19M
|
-$17.3K
|
-99
|
-1%
|
|
|
1960
|
Matrix Trust Company
Denver,
Colorado
|
$1.19M
|
+$148K
|
+850
|
+15%
|
|
|
1961
|
Ceeto Capital Group
Coral Gables,
Florida
|
$1.19M
|
–
|
–
|
–
|
|
|
1962
|
John G. Ullman & Associates
Corning,
New York
|
$1.19M
|
+$51.1K
|
+293
|
+5%
|
|
|
1963
|
Winning Points Advisors
Boca Raton,
Florida
|
$1.19M
|
-$63.7K
|
-365
|
-5%
|
|
|
1964
|
Rational Advisors
Huntington,
New York
|
$1.18M
|
-$1.41M
|
-8,093
|
-55%
|
|
|
1965
|
Covenant Partners
Nashville,
Tennessee
|
$1.18M
|
–
|
–
|
–
|
|
|
1966
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.18M
|
+$1.15M
|
+6,570
|
New
|
|
|
1967
|
Cooper/Haims Advisors
Victor,
New York
|
$1.18M
|
+$35.3K
|
+202
|
+3%
|
|
|
1968
|
Austin Private Wealth
Austin,
Texas
|
$1.18M
|
+$45.2K
|
+259
|
+4%
|
|
|
1969
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$1.18M
|
–
|
–
|
–
|
|
|
1970
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.18M
|
+$188K
|
+1,078
|
+20%
|
|
|
1971
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$1.17M
|
+$5.93K
|
+34
|
+0.5%
|
|
|
1972
|
Versor Investments
New York
|
$1.17M
|
-$1.48M
|
-8,481
|
-57%
|
|
|
1973
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.17M
|
+$289K
|
+1,655
|
+34%
|
|
|
1974
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.17M
|
-$24.8K
|
-142
|
-2%
|
|
|
1975
|
F3Logic
Burnsville,
Minnesota
|
$1.17M
|
-$249K
|
-1,425
|
-18%
|
|
