|
1951
|
Mengis Capital Management
Portland,
Oregon
|
$2.61M
|
-$65.5K
|
-111
|
-2%
|
|
|
1952
|
Mairs & Power Inc
St Paul,
Minnesota
|
$2.6M
|
-$8.86K
|
-15
|
-0.3%
|
|
|
1953
|
GHP Investment Advisors
Denver,
Colorado
|
$2.6M
|
+$49.6K
|
+84
|
+2%
|
|
|
1954
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.6M
|
+$5.91K
|
+10
|
+0.2%
|
|
|
1955
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$2.59M
|
+$18.9K
|
+32
|
+0.7%
|
|
|
1956
|
Montgomery Investment Management
Rockville,
Maryland
|
$2.59M
|
+$27.2K
|
+46
|
+1%
|
|
|
1957
|
Central Bank & Trust
Lexington,
Kentucky
|
$2.59M
|
+$260K
|
+441
|
+11%
|
|
|
1958
|
United Capital Management of KS
Salina,
Kansas
|
$2.58M
|
-$119K
|
-202
|
-4%
|
|
|
1959
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.57M
|
-$17.7K
|
-30
|
-0.7%
|
|
|
1960
|
Strategic Equity Management
Tucson,
Arizona
|
$2.57M
|
+$165K
|
+279
|
+6%
|
|
|
1961
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.57M
|
+$2.36K
|
+4
|
+0.1%
|
|
|
1962
|
Congress Asset Management
Boston,
Massachusetts
|
$2.57M
|
-$7.2M
|
-12,186
|
-73%
|
|
|
1963
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$2.57M
|
-$46.1K
|
-78
|
-2%
|
|
|
1964
|
North Berkeley Wealth Management
Berkeley,
California
|
$2.56M
|
+$353K
|
+597
|
+15%
|
|
|
1965
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.56M
|
-$65.5K
|
-111
|
-2%
|
|
|
1966
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$2.56M
|
-$58.5K
|
-99
|
-2%
|
|
|
1967
|
RHS Financial
San Francisco,
California
|
$2.55M
|
-$1.37M
|
-2,328
|
-34%
|
|
|
1968
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.54M
|
-$8.86K
|
-15
|
-0.3%
|
|
|
1969
|
ORG Partners
Roanoke,
Indiana
|
$2.54M
|
-$13.8M
|
-23,322
|
-84%
|
|
|
1970
|
Sanders Morris Harris
Houston,
Texas
|
$2.53M
|
+$254K
|
+430
|
+11%
|
|
|
1971
|
Sonora Investment Management Group
Tucson,
Arizona
|
$2.53M
|
-$158K
|
-268
|
-6%
|
|
|
1972
|
Rik Saylor Financial
Fairfield,
Ohio
|
$2.52M
|
+$347K
|
+588
|
+15%
|
|
|
1973
|
Centennial Bank
Conway,
Arkansas
|
$2.52M
|
-$62.6K
|
-106
|
-2%
|
|
|
1974
|
Alteri Wealth
Westlake Village,
California
|
$2.51M
|
+$5.32K
|
+9
|
+0.2%
|
|
|
1975
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.51M
|
+$24.2K
|
+41
|
+0.9%
|
|
