|
1951
|
Detalus Advisors
St. Louis,
Missouri
|
$1.27M
|
-$1.43K
|
-8
|
-0.1%
|
|
|
1952
|
Saybrook Capital
Winston Salem,
North Carolina
|
$1.27M
|
–
|
–
|
–
|
|
|
1953
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$1.27M
|
+$7.67K
|
+43
|
+0.6%
|
|
|
1954
|
|
$1.26M
|
–
|
–
|
–
|
|
|
1955
|
Excalibur Management
Waltham,
Massachusetts
|
$1.26M
|
-$6.24K
|
-35
|
-0.5%
|
|
|
1956
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.26M
|
+$107K
|
+602
|
+9%
|
|
|
1957
|
William Blair Investment Management
Chicago,
Illinois
|
$1.26M
|
-$59.4K
|
-333
|
-4%
|
|
|
1958
|
Curi RMB Capital
Chicago,
Illinois
|
$1.26M
|
+$23.5K
|
+132
|
+2%
|
|
|
1959
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.25M
|
+$17.8K
|
+100
|
+1%
|
|
|
1960
|
Evanson Asset Management
Carmel,
California
|
$1.25M
|
+$91.8K
|
+515
|
+8%
|
|
|
1961
|
DOHJ LLC
Seattle,
Washington
|
$1.25M
|
+$125K
|
+703
|
+10%
|
|
|
1962
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.25M
|
-$42.6K
|
-239
|
-3%
|
|
|
1963
|
Sunflower Bank
Dallas,
Texas
|
$1.24M
|
-$35.8K
|
-201
|
-3%
|
|
|
1964
|
Bison Wealth
Atlanta,
Georgia
|
$1.24M
|
-$243K
|
-1,363
|
-16%
|
|
|
1965
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.24M
|
+$13.4K
|
+75
|
+1%
|
|
|
1966
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.24M
|
-$25.8K
|
-145
|
-2%
|
|
|
1967
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.24M
|
+$27.1K
|
+152
|
+2%
|
|
|
1968
|
Chelsea Counsel Company
Los Angeles,
California
|
$1.23M
|
-$17.8K
|
-100
|
-1%
|
|
|
1969
|
Bray Capital Advisors
Naples,
Florida
|
$1.23M
|
–
|
–
|
–
|
|
|
1970
|
Gables Capital Management
Miami,
Florida
|
$1.23M
|
-$67.7K
|
-380
|
-5%
|
|
|
1971
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.23M
|
-$7.84K
|
-44
|
-0.6%
|
|
|
1972
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.23M
|
+$38.3K
|
+215
|
+3%
|
|
|
1973
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.23M
|
+$190K
|
+1,067
|
+17%
|
|
|
1974
|
|
$1.23M
|
+$1.29M
|
+7,246
|
New
|
|
|
1975
|
Calton & Associates
Tampa,
Florida
|
$1.22M
|
-$318K
|
-1,785
|
-20%
|
|
