|
1951
|
Cheviot Value Management
Beverly Hills,
California
|
$4.13K
|
–
|
–
|
–
|
|
|
1952
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4K
|
–
|
–
|
–
|
|
|
1953
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$3.56K
|
–
|
–
|
–
|
|
|
1954
|
GHP Investment Advisors
Denver,
Colorado
|
$3.3K
|
-$15.5K
|
-248
|
-83%
|
|
|
1955
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$3.3K
|
+$3.12K
|
+50
|
New
|
|
|
1956
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$3.23K
|
–
|
–
|
–
|
|
|
1957
|
Hilltop National Bank
Casper,
Wyoming
|
$3.16K
|
–
|
–
|
–
|
|
|
1958
|
Chelsea Counsel Company
Los Angeles,
California
|
$2.64K
|
+$2.5K
|
+40
|
New
|
|
|
1959
|
Prudent Man Investment Management
Louisville,
Colorado
|
$2.56K
|
–
|
–
|
–
|
|
|
1960
|
Principia Wealth Advisory
Dallas,
Texas
|
$2.11K
|
–
|
–
|
–
|
|
|
1961
|
Nemes Rush Group
Novi,
Michigan
|
$2.07K
|
–
|
–
|
–
|
|
|
1962
|
Valued Wealth Advisors
Holladay,
Utah
|
$2.04K
|
-$125
|
-2
|
-6%
|
|
|
1963
|
Resources Management Corp
West Hartford,
Connecticut
|
$2K
|
–
|
–
|
–
|
|
|
1964
|
American Wealth Advisors
Johns Creek,
Georgia
|
$2K
|
+$1.87K
|
+30
|
New
|
|
|
1965
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$1.86K
|
-$499
|
-8
|
-22%
|
|
|
1966
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.85K
|
+$1.75K
|
+28
|
New
|
|
|
1967
|
Compass Financial Services
West Des Moines,
Iowa
|
$1.27K
|
–
|
–
|
–
|
|
|
1968
|
Caitlin John
Brighton,
Michigan
|
$1.25K
|
+$1.19K
|
+19
|
New
|
|
|
1969
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$1.19K
|
+$1.12K
|
+18
|
New
|
|
|
1970
|
Clarity Asset Management
Ames,
Iowa
|
$989
|
–
|
–
|
–
|
|
|
1971
|
Spurstone Advisory Services
Higganum,
Connecticut
|
$659
|
–
|
–
|
–
|
|
|
1972
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$534
|
–
|
–
|
–
|
|
|
1973
|
Hughes Financial Services
Herndon,
Virginia
|
$205
|
–
|
–
|
–
|
|
|
1974
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$66
|
–
|
–
|
–
|
|
|
1975
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$63.9M
|
-1,063,840
|
Closed
|
|
