|
1951
|
Pacific Center for Financial Services
San Ramon,
California
|
$33K
|
–
|
–
|
–
|
|
|
1952
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$30K
|
–
|
–
|
–
|
|
|
1953
|
CVA Family Office
Denver,
Colorado
|
$30K
|
+$21.4K
|
+184
|
+236%
|
|
|
1954
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$30K
|
+$30.1K
|
+259
|
New
|
|
|
1955
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
1956
|
Bellevue Asset Management
Bellevue,
Washington
|
$27K
|
–
|
–
|
–
|
|
|
1957
|
West Paces Advisors
Atlanta,
Georgia
|
$24.2K
|
–
|
–
|
–
|
|
|
1958
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$24K
|
–
|
–
|
–
|
|
|
1959
|
First Quadrant
Glendale,
California
|
$24K
|
–
|
–
|
–
|
|
|
1960
|
Hexavest
Montreal,
Quebec, Canada
|
$24K
|
–
|
–
|
–
|
|
|
1961
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$24K
|
+$2.09K
|
+18
|
+9%
|
|
|
1962
|
Bray Capital Advisors
Naples,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
1963
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$21K
|
-$4.18K
|
-36
|
-16%
|
|
|
1964
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$21K
|
–
|
–
|
–
|
|
|
1965
|
Raffa Wealth Management
Washington,
District of Columbia
|
$18.1K
|
+$697
|
+6
|
+4%
|
|
|
1966
|
Centerpoint Advisors
Needham,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
1967
|
Horrell Capital Management
Little Rock,
Arkansas
|
$17K
|
–
|
–
|
–
|
|
|
1968
|
Simon Quick Advisors
Morristown,
New Jersey
|
$16K
|
-$8.71K
|
-75
|
-35%
|
|
|
1969
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
1970
|
Financial Perspectives
Minneapolis,
Minnesota
|
$15K
|
+$1.97K
|
+17
|
+15%
|
|
|
1971
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$14K
|
-$60.7K
|
-523
|
-81%
|
|
|
1972
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$12K
|
–
|
–
|
–
|
|
|
1973
|
Financial Advantage
Columbia,
Maryland
|
$11K
|
+$11.2K
|
+96
|
New
|
|
|
1974
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$10K
|
-$36.5M
|
-313,882
|
-100%
|
|
|
1975
|
Reitz Capital Advisors
Freeland,
Michigan
|
$10K
|
+$10.5K
|
+90
|
New
|
|
