|
1951
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.51M
|
-$36.2K
|
-117
|
-3%
|
|
|
1952
|
Ironwood Financial
Tucson,
Arizona
|
$1.51M
|
-$22K
|
-71
|
-2%
|
|
|
1953
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$1.5M
|
-$15.8K
|
-51
|
-1%
|
|
|
1954
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$1.5M
|
–
|
–
|
–
|
|
|
1955
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.5M
|
+$97.6K
|
+315
|
+8%
|
|
|
1956
|
LCM Capital Management
Chicago,
Illinois
|
$1.49M
|
+$3.1K
|
+10
|
+0.2%
|
|
|
1957
|
Park Place Capital
Homewood,
Alabama
|
$1.49M
|
-$151K
|
-489
|
-10%
|
|
|
1958
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.48M
|
-$15.5K
|
-50
|
-1%
|
|
|
1959
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.48M
|
-$176K
|
-569
|
-12%
|
|
|
1960
|
Leonteq Securities AG
Zurich,
Switzerland
|
$1.48M
|
-$421K
|
-1,360
|
-24%
|
|
|
1961
|
Accredited Investors
Edina,
Minnesota
|
$1.48M
|
-$25.4K
|
-82
|
-2%
|
|
|
1962
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.48M
|
+$61.9K
|
+200
|
+5%
|
|
|
1963
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.47M
|
+$48.9K
|
+158
|
+4%
|
|
|
1964
|
River Global Investors
London,
United Kingdom
|
$1.47M
|
-$13K
|
-42
|
-1%
|
|
|
1965
|
DOHJ LLC
Seattle,
Washington
|
$1.47M
|
-$369K
|
-1,190
|
-22%
|
|
|
1966
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.47M
|
+$616K
|
+1,988
|
+88%
|
|
|
1967
|
Callan Capital
La Jolla,
California
|
$1.47M
|
+$64.7K
|
+209
|
+5%
|
|
|
1968
|
Doliver Advisors
Houston,
Texas
|
$1.47M
|
-$43K
|
-139
|
-3%
|
|
|
1969
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.47M
|
+$138K
|
+447
|
+12%
|
|
|
1970
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.47M
|
–
|
–
|
–
|
|
|
1971
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.47M
|
+$55.1K
|
+178
|
+4%
|
|
|
1972
|
G&S Capital
Denver,
Colorado
|
$1.46M
|
+$1.31M
|
+4,225
|
New
|
|
|
1973
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$1.46M
|
+$1.31M
|
+4,220
|
New
|
|
|
1974
|
Paloma Partners
Greenwich,
Connecticut
|
$1.46M
|
+$1.31M
|
+4,215
|
New
|
|
|
1975
|
BlueCrest Capital Management
St Helier,
Jersey
|
$1.46M
|
-$1.39M
|
-4,491
|
-52%
|
|
