|
1951
|
Oak Harvest Investment Services
Houston,
Texas
|
$438K
|
+$4.43K
|
+10
|
+1%
|
|
|
1952
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$435K
|
–
|
–
|
–
|
|
|
1953
|
Tuttle Capital Management
Riverside,
Connecticut
|
$435K
|
+$19.9K
|
+45
|
+5%
|
|
|
1954
|
Auxano Advisors
Bellevue,
Washington
|
$432K
|
-$3.99K
|
-9
|
-0.9%
|
|
|
1955
|
Fullen Financial Group
Columbus,
Ohio
|
$432K
|
+$1.77K
|
+4
|
+0.4%
|
|
|
1956
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$431K
|
-$359K
|
-810
|
-45%
|
|
|
1957
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$431K
|
-$1.33K
|
-3
|
-30%
|
|
|
1958
|
Eastern Bank
Boston,
Massachusetts
|
$431K
|
–
|
–
|
–
|
|
|
1959
|
Catalyst Private Wealth
San Mateo,
California
|
$430K
|
–
|
–
|
–
|
|
|
1960
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$429K
|
+$84.6K
|
+191
|
+24%
|
|
|
1961
|
AMI Investment Management
Kendallville,
Indiana
|
$425K
|
–
|
–
|
–
|
|
|
1962
|
TL Private Wealth
Southlake,
Texas
|
$425K
|
+$1.33K
|
+3
|
+0.3%
|
|
|
1963
|
Garde Capital
Seattle,
Washington
|
$422K
|
–
|
–
|
–
|
|
|
1964
|
Alpha Capital Management
Austin,
Texas
|
$420K
|
-$50.5K
|
-114
|
-10%
|
|
|
1965
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$420K
|
-$12.4K
|
-28
|
-3%
|
|
|
1966
|
Wolff Wiese Magana
Carslbad,
California
|
$420K
|
-$6.2K
|
-14
|
-1%
|
|
|
1967
|
Clear Perspective Advisors
Aurora,
Illinois
|
$418K
|
–
|
–
|
–
|
|
|
1968
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$418K
|
+$86.9K
|
+196
|
+26%
|
|
|
1969
|
Sabal Trust
St. Petersburg,
Florida
|
$409K
|
–
|
–
|
–
|
|
|
1970
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$408K
|
-$51.4K
|
-116
|
-11%
|
|
|
1971
|
Alaethes Wealth
Glenbrook,
Nevada
|
$403K
|
+$33.2K
|
+75
|
+9%
|
|
|
1972
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$401K
|
+$42.1K
|
+95
|
+11%
|
|
|
1973
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$398K
|
–
|
–
|
–
|
|
|
1974
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$398K
|
-$38.1K
|
-86
|
-9%
|
|
|
1975
|
USA Financial Formulas
Ada,
Michigan
|
$398K
|
+$81.5K
|
+184
|
+25%
|
|
