|
1951
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$325K
|
-$41.4K
|
-285
|
-12%
|
|
|
1952
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$324K
|
–
|
–
|
–
|
|
|
1953
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$323K
|
-$17.1K
|
-118
|
-5%
|
|
|
1954
|
Reilly Herbert Faulkner III
|
$322K
|
-$2.47K
|
-17
|
-0.8%
|
|
|
1955
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$319K
|
-$135K
|
-926
|
-31%
|
|
|
1956
|
Midwest Investment Management
Cleveland,
Ohio
|
$319K
|
–
|
–
|
–
|
|
|
1957
|
West Coast Financial
Santa Barbara,
California
|
$316K
|
-$85K
|
-585
|
-21%
|
|
|
1958
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$316K
|
–
|
–
|
–
|
|
|
1959
|
Mawer Investment Management
Calgary,
Alberta, Canada
|
$316K
|
–
|
–
|
–
|
|
|
1960
|
|
$316K
|
–
|
–
|
–
|
|
|
1961
|
IMS Capital Management
Portland,
Oregon
|
$314K
|
+$81.3K
|
+560
|
+37%
|
|
|
1962
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$307K
|
+$48.5K
|
+334
|
+20%
|
|
|
1963
|
WrapManager Inc
Mill Valley,
California
|
$306K
|
+$8.13K
|
+56
|
+3%
|
|
|
1964
|
First Bank & Trust
Brookings,
South Dakota
|
$306K
|
+$293K
|
+2,020
|
New
|
|
|
1965
|
|
$305K
|
-$69.3K
|
-477
|
-19%
|
|
|
1966
|
Bristlecone Advisors
Bellevue,
Washington
|
$304K
|
-$16.4K
|
-113
|
-5%
|
|
|
1967
|
Sterling Global Strategies
Carlsbad,
California
|
$304K
|
+$145
|
+1
|
+0%
|
|
|
1968
|
New York Life Trust
New York
|
$303K
|
-$3.78K
|
-26
|
-1%
|
|
|
1969
|
Valmark Advisers
Akron,
Ohio
|
$302K
|
-$19.8K
|
-136
|
-6%
|
|
|
1970
|
Zhang Financial
Portage,
Michigan
|
$302K
|
+$11.9K
|
+82
|
+4%
|
|
|
1971
|
Palouse Capital Management
Spokane,
Washington
|
$301K
|
+$12.6K
|
+87
|
+5%
|
|
|
1972
|
Ballentine Partners
Waltham,
Massachusetts
|
$301K
|
+$70.2K
|
+483
|
+32%
|
|
|
1973
|
Reservoir Operations
New York
|
$300K
|
–
|
–
|
–
|
|
|
1974
|
Mizuho Securities USA
New York
|
$298K
|
-$648K
|
-4,460
|
-69%
|
|
|
1975
|
Lipe & Dalton
Syracuse,
New York
|
$296K
|
-$60.6K
|
-417
|
-18%
|
|
