|
1951
|
Family Management
New York
|
$303K
|
–
|
–
|
–
|
|
|
1952
|
Lokken Investment Group
Lewes,
Delaware
|
$302K
|
–
|
–
|
–
|
|
|
1953
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$302K
|
–
|
–
|
–
|
|
|
1954
|
|
$301K
|
-$82.8K
|
-600
|
-22%
|
|
|
1955
|
Insight 2811 Inc
Chicago,
Illinois
|
$301K
|
–
|
–
|
–
|
|
|
1956
|
Graham Capital Management
Rowayton,
Connecticut
|
$300K
|
-$1.88M
|
-13,616
|
-86%
|
|
|
1957
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$300K
|
+$15.4K
|
+112
|
+6%
|
|
|
1958
|
MA Private Wealth
San Carlos,
California
|
$300K
|
+$1.24K
|
+9
|
+0.4%
|
|
|
1959
|
Riverview Trust Company
Vancouver,
Washington
|
$299K
|
+$80.8K
|
+586
|
+38%
|
|
|
1960
|
Prudent Investors Network
Lake Forest,
California
|
$298K
|
–
|
–
|
–
|
|
|
1961
|
Bridgeworth
Birmingham,
Alabama
|
$298K
|
+$1.66K
|
+12
|
+0.6%
|
|
|
1962
|
Salomon & Ludwin
Richmond,
Virginia
|
$297K
|
+$37.2K
|
+270
|
+15%
|
|
|
1963
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$297K
|
+$291K
|
+2,110
|
New
|
|
|
1964
|
AllSquare Wealth Management
Albany,
New York
|
$297K
|
–
|
–
|
–
|
|
|
1965
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$297K
|
-$20.8K
|
-151
|
-7%
|
|
|
1966
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$297K
|
–
|
–
|
–
|
|
|
1967
|
United Community Bank
Greenville,
South Carolina
|
$297K
|
-$7.17K
|
-52
|
-2%
|
|
|
1968
|
Matthew Hamilton Rosenberg
|
$296K
|
+$138
|
+1
|
+0%
|
|
|
1969
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$296K
|
-$17.9K
|
-130
|
-6%
|
|
|
1970
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$295K
|
–
|
–
|
–
|
|
|
1971
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$295K
|
+$828
|
+6
|
+0.3%
|
|
|
1972
|
Saratoga Research & Investment Management
Saratoga,
California
|
$294K
|
-$7.45K
|
-54
|
-3%
|
|
|
1973
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$294K
|
+$2.62K
|
+19
|
+0.9%
|
|
|
1974
|
Investment Advisory Group
Hanover,
Massachusetts
|
$294K
|
–
|
–
|
–
|
|
|
1975
|
Barber Financial Group
Lenexa,
Kansas
|
$293K
|
+$13.1K
|
+95
|
+5%
|
|
