|
1951
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.77M
|
-$23.8K
|
-61
|
-1%
|
|
|
1952
|
Novus Advisors
Greenville,
South Carolina
|
$1.77M
|
–
|
–
|
–
|
|
|
1953
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$1.77M
|
-$101K
|
-259
|
-5%
|
|
|
1954
|
Center for Financial Planning
Southfied,
Michigan
|
$1.77M
|
+$69.8K
|
+179
|
+4%
|
|
|
1955
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$1.77M
|
-$1.35M
|
-3,472
|
-42%
|
|
|
1956
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.77M
|
+$18.7K
|
+48
|
+1%
|
|
|
1957
|
Financial Management Network
Mission Viejo,
California
|
$1.77M
|
+$13.6K
|
+35
|
+0.7%
|
|
|
1958
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$1.77M
|
+$4.29K
|
+11
|
+0.2%
|
|
|
1959
|
Global Financial Private Client
Sarasota,
Florida
|
$1.76M
|
+$14.4K
|
+37
|
+0.8%
|
|
|
1960
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.76M
|
+$122K
|
+314
|
+7%
|
|
|
1961
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.76M
|
+$86.1K
|
+221
|
+5%
|
|
|
1962
|
Sovran Advisors
San Diego,
California
|
$1.76M
|
+$108K
|
+276
|
+6%
|
|
|
1963
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1.76M
|
-$36.6K
|
-94
|
-2%
|
|
|
1964
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.75M
|
+$993K
|
+2,549
|
+114%
|
|
|
1965
|
Opinicus Capital
Tampa,
Florida
|
$1.75M
|
+$118K
|
+302
|
+7%
|
|
|
1966
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.75M
|
+$201K
|
+516
|
+12%
|
|
|
1967
|
Altman Advisors
Chicago,
Illinois
|
$1.75M
|
+$13.3K
|
+34
|
+0.7%
|
|
|
1968
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.75M
|
+$126K
|
+323
|
+7%
|
|
|
1969
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$1.74M
|
+$141K
|
+361
|
+8%
|
|
|
1970
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.74M
|
-$51.4K
|
-132
|
-3%
|
|
|
1971
|
City State Bank
Norwalk,
Iowa
|
$1.74M
|
+$50.7K
|
+130
|
+3%
|
|
|
1972
|
West Michigan Advisors
Holland,
Michigan
|
$1.74M
|
-$434K
|
-1,114
|
-19%
|
|
|
1973
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.74M
|
–
|
–
|
–
|
|
|
1974
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.73M
|
-$33.5K
|
-86
|
-2%
|
|
|
1975
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.73M
|
+$47.2K
|
+121
|
+3%
|
|
