|
1951
|
Index Fund Advisors
Irvine,
California
|
$401K
|
+$14.1K
|
+35
|
+4%
|
|
|
1952
|
Simplex Trading
Chicago,
Illinois
|
$400K
|
+$43.6K
|
+108
|
+13%
|
|
|
1953
|
Forefront Wealth Partners
Austin,
Texas
|
$397K
|
-$222K
|
-551
|
-37%
|
|
|
1954
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$396K
|
–
|
–
|
–
|
|
|
1955
|
Tudor Financial
Dayton,
Ohio
|
$395K
|
-$12.1K
|
-30
|
-3%
|
|
|
1956
|
Wright Investors Service
Shelton,
Connecticut
|
$394K
|
-$25K
|
-62
|
-6%
|
|
|
1957
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$394K
|
+$10.5K
|
+26
|
+3%
|
|
|
1958
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$392K
|
+$42.7K
|
+106
|
+13%
|
|
|
1959
|
Panoramic Investment Advisors
Denver,
Colorado
|
$392K
|
-$28.2K
|
-70
|
-7%
|
|
|
1960
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$391K
|
-$118K
|
-292
|
-24%
|
|
|
1961
|
Vision Retirement
Ridgewood,
New Jersey
|
$391K
|
+$370K
|
+917
|
New
|
|
|
1962
|
ACT Advisors
Asheville,
North Carolina
|
$391K
|
+$7.66K
|
+19
|
+2%
|
|
|
1963
|
Clarity Financial
Houston,
Texas
|
$389K
|
+$9.28K
|
+23
|
+3%
|
|
|
1964
|
City National Bank of Florida
Miami,
Florida
|
$389K
|
+$368K
|
+912
|
New
|
|
|
1965
|
Voleon Capital Management
Berkeley,
California
|
$389K
|
-$3.27M
|
-8,105
|
-90%
|
|
|
1966
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$387K
|
-$4.44K
|
-11
|
-1%
|
|
|
1967
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$386K
|
–
|
–
|
–
|
|
|
1968
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$386K
|
-$4.03K
|
-10
|
-1%
|
|
|
1969
|
Probity Advisors
Dallas,
Texas
|
$385K
|
-$19.4K
|
-48
|
-5%
|
|
|
1970
|
SSI Investment Management
Los Angeles,
California
|
$385K
|
–
|
–
|
–
|
|
|
1971
|
INVST
Indianapolis,
Indiana
|
$385K
|
+$10.9K
|
+27
|
+3%
|
|
|
1972
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$385K
|
-$7.26K
|
-18
|
-2%
|
|
|
1973
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$384K
|
+$363K
|
+900
|
New
|
|
|
1974
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$384K
|
+$40.3K
|
+100
|
+12%
|
|
|
1975
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$384K
|
–
|
–
|
–
|
|
