|
1951
|
BTC Capital Management
Des Moines,
Iowa
|
$374K
|
-$88.9K
|
-860
|
-20%
|
|
|
1952
|
INVST
Indianapolis,
Indiana
|
$372K
|
-$5.38K
|
-52
|
-2%
|
|
|
1953
|
Bensler
Bellevue,
Washington
|
$372K
|
-$1.86K
|
-18
|
-0.5%
|
|
|
1954
|
Poehling Capital Management
Madison,
Wisconsin
|
$371K
|
–
|
–
|
–
|
|
|
1955
|
Penobscot Wealth Management
Portland,
Maine
|
$371K
|
-$37.5K
|
-363
|
-10%
|
|
|
1956
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$370K
|
-$35K
|
-339
|
-9%
|
|
|
1957
|
Trexquant Investment
Stamford,
Connecticut
|
$369K
|
-$193K
|
-1,863
|
-36%
|
|
|
1958
|
Independent Wealth Network
Urbandale,
Iowa
|
$368K
|
-$2.17K
|
-21
|
-0.6%
|
|
|
1959
|
Private Management Group
Irvine,
California
|
$368K
|
-$14.5K
|
-140
|
-4%
|
|
|
1960
|
Private Wealth Management Group
Princeton,
New Jersey
|
$368K
|
–
|
–
|
–
|
|
|
1961
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$367K
|
+$25.7K
|
+249
|
+8%
|
|
|
1962
|
Davidson Investment Advisors
Great Falls,
Montana
|
$366K
|
–
|
–
|
–
|
|
|
1963
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$365K
|
+$16.3K
|
+158
|
+5%
|
|
|
1964
|
Sage Capital Management
Stockton,
New Jersey
|
$363K
|
+$827
|
+8
|
+0.2%
|
|
|
1965
|
Kaydan Wealth Management
Fenton,
Michigan
|
$363K
|
+$82.6K
|
+799
|
+32%
|
|
|
1966
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$362K
|
-$33.1K
|
-320
|
-9%
|
|
|
1967
|
Forum Financial Management
Lombard,
Illinois
|
$361K
|
+$77.1K
|
+746
|
+29%
|
|
|
1968
|
3EDGE Asset Management
Naples,
Florida
|
$361K
|
+$341K
|
+3,302
|
New
|
|
|
1969
|
Clare Market Investments
Dallas,
Texas
|
$359K
|
-$237K
|
-2,297
|
-41%
|
|
|
1970
|
Foster & Motley
Cincinnati,
Ohio
|
$359K
|
-$724
|
-7
|
-0.2%
|
|
|
1971
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$359K
|
-$16.3K
|
-158
|
-5%
|
|
|
1972
|
Potomac Fund Management
Miami,
Florida
|
$358K
|
-$11K
|
-106
|
-3%
|
|
|
1973
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$358K
|
+$18.9K
|
+183
|
+6%
|
|
|
1974
|
RMR Capital Management
Tustin,
California
|
$358K
|
–
|
–
|
–
|
|
|
1975
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$358K
|
–
|
–
|
–
|
|
