|
1951
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$6.19M
|
-$80.5K
|
-492
|
-2%
|
|
|
1952
|
Blodgett Wealth Advisors
Concord,
California
|
$6.18M
|
-$1.33M
|
-8,131
|
-19%
|
|
|
1953
|
STF Management
Frisco,
Texas
|
$6.18M
|
+$165K
|
+1,010
|
+3%
|
|
|
1954
|
Kestra Investment Management
Austin,
Texas
|
$6.17M
|
-$874K
|
-5,338
|
-13%
|
|
|
1955
|
Signal Advisors Wealth
Detroit,
Michigan
|
$6.17M
|
+$2.55M
|
+15,606
|
+81%
|
|
|
1956
|
O'Neil Global Advisors
Los Angeles,
California
|
$6.16M
|
+$5.73M
|
+34,978
|
New
|
|
|
1957
|
BOK Financial Private Wealth
Denver,
Colorado
|
$6.16M
|
-$507K
|
-3,095
|
-8%
|
|
|
1958
|
Sitrin Capital Management
Century City,
California
|
$6.15M
|
-$825K
|
-5,040
|
-13%
|
|
|
1959
|
Graphene Investments SAS
Paris,
France
|
$6.15M
|
–
|
–
|
–
|
|
|
1960
|
Fiduciary Family Office
Boca Raton,
Florida
|
$6.14M
|
-$217K
|
-1,328
|
-4%
|
|
|
1961
|
Angeles Wealth Management
Santa Monica,
California
|
$6.13M
|
+$454K
|
+2,771
|
+9%
|
|
|
1962
|
RB Capital Management
Reno,
Nevada
|
$6.12M
|
+$221K
|
+1,351
|
+4%
|
|
|
1963
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$6.11M
|
+$98.5K
|
+602
|
+2%
|
|
|
1964
|
|
$6.11M
|
+$93.3K
|
+570
|
+2%
|
|
|
1965
|
|
$6.1M
|
+$64.8K
|
+396
|
+1%
|
|
|
1966
|
Mawer Investment Management
Calgary,
Alberta, Canada
|
$6.09M
|
-$1.39M
|
-8,493
|
-20%
|
|
|
1967
|
Maia Wealth
Denver,
Colorado
|
$6.08M
|
+$198K
|
+1,209
|
+4%
|
|
|
1968
|
Delta Investment Management
San Francisco,
California
|
$6.08M
|
-$238K
|
-1,457
|
-4%
|
|
|
1969
|
PFC Capital Group
Los Angeles,
California
|
$6.08M
|
-$306K
|
-1,870
|
-5%
|
|
|
1970
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$6.06M
|
+$1.85M
|
+11,326
|
+49%
|
|
|
1971
|
L2 Asset Management
Wayland,
Massachusetts
|
$6.06M
|
+$187K
|
+1,144
|
+3%
|
|
|
1972
|
Grove Bank & Trust
Miami,
Florida
|
$6.06M
|
+$115K
|
+705
|
+2%
|
|
|
1973
|
Harrington Investments
Napa,
California
|
$6.05M
|
-$36.7K
|
-224
|
-0.6%
|
|
|
1974
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$6.05M
|
-$147K
|
-900
|
-3%
|
|
|
1975
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$6.05M
|
-$364K
|
-2,225
|
-6%
|
|
