|
1951
|
WNY Asset Management
Williamsville,
New York
|
$257K
|
+$39.2K
|
+212
|
+18%
|
|
|
1952
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$257K
|
+$259K
|
+1,399
|
New
|
|
|
1953
|
TriaGen Wealth Management
Calabasas,
California
|
$256K
|
–
|
–
|
–
|
|
|
1954
|
Flaharty Asset Management
Clearwater,
Florida
|
$255K
|
-$3.7K
|
-20
|
-1%
|
|
|
1955
|
Fiduciary Planning
Englewood,
Florida
|
$255K
|
–
|
–
|
–
|
|
|
1956
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$255K
|
–
|
–
|
–
|
|
|
1957
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$255K
|
–
|
–
|
–
|
|
|
1958
|
PFS Investments
Duluth,
Georgia
|
$255K
|
+$257K
|
+1,388
|
New
|
|
|
1959
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$254K
|
-$29.1K
|
-157
|
-10%
|
|
|
1960
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$254K
|
–
|
–
|
–
|
|
|
1961
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$254K
|
+$925
|
+5
|
+0.4%
|
|
|
1962
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$253K
|
-$1.85K
|
-10
|
-0.7%
|
|
|
1963
|
Payden & Rygel
Los Angeles,
California
|
$253K
|
-$18.7M
|
-100,986
|
-99%
|
|
|
1964
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$253K
|
–
|
–
|
–
|
|
|
1965
|
MCF Advisors
Covington,
Kentucky
|
$253K
|
+$255K
|
+1,379
|
New
|
|
|
1966
|
Anchor Investment Management
Columbia,
South Carolina
|
$251K
|
-$171K
|
-923
|
-40%
|
|
|
1967
|
Key Financial Inc
West Chester,
Pennsylvania
|
$251K
|
+$118K
|
+640
|
+88%
|
|
|
1968
|
J. Safra Asset Management
New York
|
$251K
|
+$196K
|
+1,061
|
New
|
|
|
1969
|
Somerset Trust
Somerset,
Pennsylvania
|
$250K
|
+$14.1K
|
+76
|
+6%
|
|
|
1970
|
Asio Capital
Lexington,
Kentucky
|
$250K
|
+$46.5K
|
+251
|
+23%
|
|
|
1971
|
D. Scott Neal
Lexington,
Kentucky
|
$250K
|
+$252K
|
+1,363
|
New
|
|
|
1972
|
Rockbridge Investment Management
Syracuse,
New York
|
$249K
|
-$25.7K
|
-139
|
-9%
|
|
|
1973
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$249K
|
-$19.6K
|
-106
|
-7%
|
|
|
1974
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$249K
|
-$15K
|
-81
|
-6%
|
|
|
1975
|
Sigma Investment Counselors
Northville,
Michigan
|
$249K
|
–
|
–
|
–
|
|
