|
1951
|
American Trust
Lexington,
Kentucky
|
$222K
|
+$4.1K
|
+41
|
+2%
|
|
|
1952
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$221K
|
+$2.3K
|
+23
|
+1%
|
|
|
1953
|
NCM Capital Management
Ramsey,
New Jersey
|
$221K
|
–
|
–
|
–
|
|
|
1954
|
M. Kulyk & Associates
Decatur,
Georgia
|
$221K
|
–
|
–
|
–
|
|
|
1955
|
Verition Fund Management
Greenwich,
Connecticut
|
$221K
|
+$227K
|
+2,272
|
New
|
|
|
1956
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
1957
|
Objectivity Squared
Charleston,
South Carolina
|
$220K
|
–
|
–
|
–
|
|
|
1958
|
Claris Financial
Glen Allen,
Virginia
|
$220K
|
-$1.8K
|
-18
|
-0.8%
|
|
|
1959
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
1960
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$218K
|
–
|
–
|
–
|
|
|
1961
|
Middleton & Co
Boston,
Massachusetts
|
$218K
|
+$500
|
+5
|
+0.2%
|
|
|
1962
|
Fiduciary Financial Group
San Rafael,
California
|
$217K
|
–
|
–
|
–
|
|
|
1963
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$216K
|
-$4.3K
|
-43
|
-2%
|
|
|
1964
|
Rathbones Group
Liverpool,
United Kingdom
|
$214K
|
–
|
–
|
–
|
|
|
1965
|
Resources Management Corp
West Hartford,
Connecticut
|
$214K
|
–
|
–
|
–
|
|
|
1966
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$214K
|
+$220K
|
+2,203
|
New
|
|
|
1967
|
Fulcrum Capital
Seattle,
Washington
|
$214K
|
-$102K
|
-1,020
|
-32%
|
|
|
1968
|
Passive Capital Management
Baltimore,
Maryland
|
$212K
|
+$219K
|
+2,186
|
New
|
|
|
1969
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$212K
|
+$500
|
+5
|
+0.2%
|
|
|
1970
|
Apricus Wealth
Beaufort,
South Carolina
|
$212K
|
–
|
–
|
–
|
|
|
1971
|
North Capital
Salt Lake City,
Utah
|
$210K
|
–
|
–
|
–
|
|
|
1972
|
Raffa Wealth Management
Washington,
District of Columbia
|
$210K
|
–
|
–
|
–
|
|
|
1973
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$210K
|
–
|
–
|
–
|
|
|
1974
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$209K
|
-$10K
|
-100
|
-4%
|
|
|
1975
|
Advance Capital Management
Southfield,
Michigan
|
$208K
|
-$2K
|
-20
|
-0.9%
|
|
