|
1951
|
United Bank (Georgia)
Zebulon,
Georgia
|
$1.81M
|
+$66K
|
+181
|
+4%
|
|
|
1952
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.81M
|
+$12.4K
|
+34
|
+0.8%
|
|
|
1953
|
Centaurus Financial
Anaheim,
California
|
$1.8M
|
+$12.8K
|
+35
|
+0.8%
|
|
|
1954
|
Legato Capital Management
San Francisco,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
1955
|
E&G Advisors
Houston,
Texas
|
$1.8M
|
-$36.5K
|
-100
|
-2%
|
|
|
1956
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.8M
|
-$129K
|
-353
|
-7%
|
|
|
1957
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.8M
|
+$80.2K
|
+220
|
+5%
|
|
|
1958
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.79M
|
+$67.5K
|
+185
|
+4%
|
|
|
1959
|
Opinicus Capital
Tampa,
Florida
|
$1.79M
|
+$77.7K
|
+213
|
+5%
|
|
|
1960
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$1.79M
|
-$36.5K
|
-100
|
-2%
|
|
|
1961
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.79M
|
-$406K
|
-1,112
|
-20%
|
|
|
1962
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$1.79M
|
-$76.6K
|
-210
|
-5%
|
|
|
1963
|
WCM Investment Management
Laguna Beach,
California
|
$1.79M
|
+$1.27M
|
+3,482
|
+348%
|
|
|
1964
|
SPC Financial Inc
Rockville,
Maryland
|
$1.79M
|
-$22.6K
|
-62
|
-1%
|
|
|
1965
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$1.79M
|
+$7.66K
|
+21
|
+0.5%
|
|
|
1966
|
Leonteq Securities AG
Zurich,
Switzerland
|
$1.79M
|
-$437K
|
-1,198
|
-21%
|
|
|
1967
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.79M
|
+$94.1K
|
+258
|
+6%
|
|
|
1968
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.78M
|
-$25.5K
|
-70
|
-2%
|
|
|
1969
|
CIC Wealth
Rockville,
Maryland
|
$1.78M
|
-$3.28K
|
-9
|
-0.2%
|
|
|
1970
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$1.78M
|
+$449K
|
+1,232
|
+39%
|
|
|
1971
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.77M
|
+$824K
|
+2,259
|
+107%
|
|
|
1972
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.77M
|
+$140K
|
+385
|
+10%
|
|
|
1973
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.77M
|
-$94.8K
|
-260
|
-6%
|
|
|
1974
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$1.77M
|
-$4.74K
|
-13
|
-0.3%
|
|
|
1975
|
LCM Capital Management
Chicago,
Illinois
|
$1.77M
|
+$6.93K
|
+19
|
+0.4%
|
|
