|
1951
|
Pavion Blue Capital
Newport Beach,
California
|
$286K
|
–
|
–
|
–
|
|
|
1952
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$285K
|
-$11.9K
|
-59
|
-4%
|
|
|
1953
|
Cordasco Financial Network
Naples,
Florida
|
$285K
|
+$46.6K
|
+231
|
+19%
|
|
|
1954
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$285K
|
+$293K
|
+1,453
|
New
|
|
|
1955
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$284K
|
-$808
|
-4
|
-0.3%
|
|
|
1956
|
Waverly Advisors
Birmingham,
Alabama
|
$283K
|
-$70.3K
|
-348
|
-18%
|
|
|
1957
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$283K
|
-$39.2K
|
-194
|
-12%
|
|
|
1958
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$283K
|
–
|
–
|
–
|
|
|
1959
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$282K
|
-$83.2K
|
-412
|
-22%
|
|
|
1960
|
Kanawha Capital Management
Richmond,
Virginia
|
$282K
|
-$15.7K
|
-78
|
-5%
|
|
|
1961
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$282K
|
-$2.02K
|
-10
|
-0.7%
|
|
|
1962
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$281K
|
-$214K
|
-1,061
|
-43%
|
|
|
1963
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$281K
|
+$37.5K
|
+186
|
+15%
|
|
|
1964
|
Trilogy Capital
Irvine,
California
|
$281K
|
+$67.4K
|
+334
|
+31%
|
|
|
1965
|
Oak Family Advisors
Chicago,
Illinois
|
$281K
|
+$289K
|
+1,432
|
New
|
|
|
1966
|
Dorsey Wright & Associates
Pasadena,
California
|
$280K
|
-$50.5K
|
-250
|
-15%
|
|
|
1967
|
Highland Private Wealth Management
Bellevue,
Washington
|
$278K
|
+$22.4K
|
+111
|
+9%
|
|
|
1968
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$278K
|
+$286K
|
+1,415
|
New
|
|
|
1969
|
Flaharty Asset Management
Clearwater,
Florida
|
$277K
|
-$7.87K
|
-39
|
-3%
|
|
|
1970
|
New England Asset Management
Farmington,
Connecticut
|
$277K
|
+$11.7K
|
+58
|
+4%
|
|
|
1971
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$277K
|
+$201K
|
+994
|
+238%
|
|
|
1972
|
Baystate Wealth Management
Boston,
Massachusetts
|
$276K
|
+$10.5K
|
+52
|
+4%
|
|
|
1973
|
Gries Financial
Cleveland,
Ohio
|
$274K
|
-$24.6K
|
-122
|
-8%
|
|
|
1974
|
TriaGen Wealth Management
Calabasas,
California
|
$274K
|
–
|
–
|
–
|
|
|
1975
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$274K
|
–
|
–
|
–
|
|
