|
1951
|
Keel Point
Huntsville,
Alabama
|
$214K
|
-$41.1K
|
-109
|
-17%
|
|
|
1952
|
|
$214K
|
–
|
–
|
–
|
|
|
1953
|
Sivia Capital Partners
Mill Valley,
California
|
$214K
|
+$201K
|
+534
|
New
|
|
|
1954
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$213K
|
–
|
–
|
–
|
|
|
1955
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$213K
|
+$206K
|
+546
|
New
|
|
|
1956
|
McLean Asset Management
Tysons,
Virginia
|
$213K
|
+$3.02K
|
+8
|
+2%
|
|
|
1957
|
Willis Johnson & Associates
Houston,
Texas
|
$212K
|
-$46.8K
|
-124
|
-19%
|
|
|
1958
|
First Financial Corp
Terre Haute,
Indiana
|
$212K
|
–
|
–
|
–
|
|
|
1959
|
Integrity Wealth Solutions
Denver,
Colorado
|
$211K
|
+$198K
|
+526
|
New
|
|
|
1960
|
Callan Capital
La Jolla,
California
|
$211K
|
+$199K
|
+527
|
New
|
|
|
1961
|
Grassi Investment Management
Santa Clara,
California
|
$210K
|
+$198K
|
+525
|
New
|
|
|
1962
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$210K
|
+$198K
|
+525
|
New
|
|
|
1963
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$210K
|
+$198K
|
+524
|
New
|
|
|
1964
|
Seven Mile Advisory
Ewing,
New Jersey
|
$210K
|
+$198K
|
+524
|
New
|
|
|
1965
|
MBE Wealth Management
Tomah,
Wisconsin
|
$209K
|
+$198K
|
+524
|
New
|
|
|
1966
|
Members Trust
Tampa,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
1967
|
Range Financial Group
Tigard,
Oregon
|
$208K
|
+$196K
|
+521
|
New
|
|
|
1968
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$208K
|
-$6.03K
|
-16
|
-3%
|
|
|
1969
|
Forte Capital
Rochester,
New York
|
$208K
|
-$45.2K
|
-120
|
-19%
|
|
|
1970
|
Black Diamond Financial
Towson,
Maryland
|
$208K
|
+$196K
|
+520
|
New
|
|
|
1971
|
High Net Worth Advisory Group
Naples,
Florida
|
$208K
|
+$196K
|
+520
|
New
|
|
|
1972
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$208K
|
+$196K
|
+519
|
New
|
|
|
1973
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$207K
|
-$19.2K
|
-51
|
-9%
|
|
|
1974
|
Safeguard Investment Advisory Group
Corona,
California
|
$207K
|
+$195K
|
+518
|
New
|
|
|
1975
|
V-Square Quantitative Management
Chicago,
Illinois
|
$207K
|
–
|
–
|
–
|
|
