|
1951
|
King Wealth Management Group
Naples,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
1952
|
Oakmont Corp
Los Angeles,
California
|
$228K
|
–
|
–
|
–
|
|
|
1953
|
Miles Capital
West Des Moines,
Iowa
|
$227K
|
-$5.04K
|
-27
|
-2%
|
|
|
1954
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$227K
|
–
|
–
|
–
|
|
|
1955
|
Kirr Marbach & Co
Columbus,
Indiana
|
$227K
|
–
|
–
|
–
|
|
|
1956
|
MV Capital Management
Bethesda,
Maryland
|
$227K
|
–
|
–
|
–
|
|
|
1957
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$227K
|
+$18.7K
|
+100
|
+9%
|
|
|
1958
|
Abacus Planning Group
Columbia,
South Carolina
|
$226K
|
+$217K
|
+1,161
|
New
|
|
|
1959
|
Fox Run Management
Greenwich,
Connecticut
|
$224K
|
-$627K
|
-3,358
|
-75%
|
|
|
1960
|
Aveo Capital Partners
Englewood,
Colorado
|
$220K
|
-$137K
|
-733
|
-39%
|
|
|
1961
|
Poehling Capital Management
Madison,
Wisconsin
|
$219K
|
–
|
–
|
–
|
|
|
1962
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$219K
|
+$30.8K
|
+165
|
+17%
|
|
|
1963
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$219K
|
+$210K
|
+1,122
|
New
|
|
|
1964
|
Wellington Shields & Co
New York
|
$218K
|
+$208K
|
+1,116
|
New
|
|
|
1965
|
Hobart Private Capital
Charlotte,
North Carolina
|
$217K
|
+$208K
|
+1,114
|
New
|
|
|
1966
|
Well Done LLC
Holland,
Michigan
|
$216K
|
+$4.86K
|
+26
|
+2%
|
|
|
1967
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$216K
|
+$9.9K
|
+53
|
+5%
|
|
|
1968
|
Cambridge Advisors
Omaha,
Nebraska
|
$216K
|
+$206K
|
+1,105
|
New
|
|
|
1969
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$216K
|
+$207K
|
+1,106
|
New
|
|
|
1970
|
Security National Bank
Omaha,
Nebraska
|
$215K
|
-$10.8K
|
-58
|
-5%
|
|
|
1971
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$215K
|
-$9.34K
|
-50
|
-4%
|
|
|
1972
|
Mosaic Financial Partners
San Francisco,
California
|
$215K
|
+$205K
|
+1,100
|
New
|
|
|
1973
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$215K
|
+$206K
|
+1,103
|
New
|
|
|
1974
|
Monroe Bank & Trust
Monroe,
Michigan
|
$214K
|
–
|
–
|
–
|
|
|
1975
|
Edgewood Management
Greenwich,
Connecticut
|
$214K
|
+$205K
|
+1,097
|
New
|
|
