|
1951
|
MTM Investment Management
Spartanburg,
South Carolina
|
$103K
|
-$6.26K
|
-58
|
-6%
|
|
|
1952
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$100K
|
+$108
|
+1
|
+0.1%
|
|
|
1953
|
RGT Wealth Advisors
Dallas,
Texas
|
$94K
|
-$44.2K
|
-410
|
-32%
|
|
|
1954
|
Clean Yield Group
Norwich,
Vermont
|
$90K
|
+$3.56K
|
+33
|
+4%
|
|
|
1955
|
Tevis Investment Management
Plano,
Texas
|
$90K
|
+$89.5K
|
+829
|
New
|
|
|
1956
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$88K
|
+$7.99K
|
+74
|
+10%
|
|
|
1957
|
DeDora Capital
Napa,
California
|
$88K
|
+$87.8K
|
+814
|
New
|
|
|
1958
|
Simon Quick Advisors
Morristown,
New Jersey
|
$87K
|
+$216
|
+2
|
+0.2%
|
|
|
1959
|
BigSur Wealth Management
Miami,
Florida
|
$85K
|
+$84.8K
|
+786
|
New
|
|
|
1960
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$81K
|
+$8.31K
|
+77
|
+11%
|
|
|
1961
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$79K
|
+$4.53K
|
+42
|
+6%
|
|
|
1962
|
Stephens Consulting
Flint,
Michigan
|
$78.3K
|
+$9.93K
|
+92
|
+15%
|
|
|
1963
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$78K
|
-$32.4K
|
-300
|
-29%
|
|
|
1964
|
Morling Financial Advisors
Fremont,
California
|
$74K
|
+$108
|
+1
|
+0.1%
|
|
|
1965
|
MayTech Global Investments
New York
|
$70K
|
–
|
–
|
–
|
|
|
1966
|
Schroder Investment Management Group
London,
United Kingdom
|
$70K
|
+$70.1K
|
+650
|
New
|
|
|
1967
|
Destiny Wealth Partners
Tavares,
Florida
|
$66K
|
-$139K
|
-1,285
|
-68%
|
|
|
1968
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$66K
|
+$22.6K
|
+209
|
+52%
|
|
|
1969
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$65K
|
-$1.08K
|
-10
|
-2%
|
|
|
1970
|
Bourgeon Capital Management
Darien,
Connecticut
|
$65K
|
–
|
–
|
–
|
|
|
1971
|
Level Financial Advisors
East Amherst,
New York
|
$65K
|
–
|
–
|
–
|
|
|
1972
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$64K
|
+$64.4K
|
+597
|
New
|
|
|
1973
|
First Financial Corp
Terre Haute,
Indiana
|
$63K
|
–
|
–
|
–
|
|
|
1974
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$61K
|
-$647
|
-6
|
-1%
|
|
|
1975
|
Lake Point Wealth Management
Rockwall,
Texas
|
$60K
|
–
|
–
|
–
|
|
