|
1951
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$2.97M
|
-$150K
|
-157
|
-5%
|
|
|
1952
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$2.96M
|
+$87K
|
+91
|
+3%
|
|
|
1953
|
RD Lewis Holdings
Maitland,
Florida
|
$2.96M
|
+$75.5K
|
+79
|
+3%
|
|
|
1954
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$2.96M
|
-$53.5K
|
-56
|
-2%
|
|
|
1955
|
Penn Davis McFarland
Dallas,
Texas
|
$2.96M
|
–
|
–
|
–
|
|
|
1956
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.95M
|
-$51.6K
|
-54
|
-2%
|
|
|
1957
|
Barden Capital Management
Austin,
Texas
|
$2.95M
|
-$47.8K
|
-50
|
-2%
|
|
|
1958
|
New Republic Capital
Charlotte,
North Carolina
|
$2.95M
|
+$1.35M
|
+1,411
|
+106%
|
|
|
1959
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$2.94M
|
+$958K
|
+1,002
|
+58%
|
|
|
1960
|
Pasadena Private Wealth
Pasadena,
California
|
$2.94M
|
–
|
–
|
–
|
|
|
1961
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2.94M
|
+$217K
|
+227
|
+9%
|
|
|
1962
|
Ceeto Capital Group
Coral Gables,
Florida
|
$2.93M
|
–
|
–
|
–
|
|
|
1963
|
West Paces Advisors
Atlanta,
Georgia
|
$2.93M
|
+$6.69K
|
+7
|
+0.3%
|
|
|
1964
|
|
$2.93M
|
-$435K
|
-455
|
-14%
|
|
|
1965
|
Clear Investment Research
Alpharetta,
Georgia
|
$2.93M
|
+$1.91K
|
+2
|
+0.1%
|
|
|
1966
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$2.93M
|
–
|
–
|
–
|
|
|
1967
|
Huntleigh Advisors
St. Louis,
Missouri
|
$2.92M
|
-$24.9K
|
-26
|
-0.9%
|
|
|
1968
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.92M
|
+$106K
|
+111
|
+4%
|
|
|
1969
|
Lyell Wealth Management
Menlo Park,
California
|
$2.92M
|
+$292K
|
+305
|
+13%
|
|
|
1970
|
Trust Point Inc
La Crosse,
Wisconsin
|
$2.92M
|
+$53.5K
|
+56
|
+2%
|
|
|
1971
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$2.91M
|
+$579K
|
+606
|
+29%
|
|
|
1972
|
Abacus Wealth Partners
Santa Monica,
California
|
$2.91M
|
+$2.2M
|
+2,305
|
+572%
|
|
|
1973
|
SWP Investment Management
Independence,
Ohio
|
$2.91M
|
-$93.7K
|
-98
|
-3%
|
|
|
1974
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$2.91M
|
+$2.59M
|
+2,705
|
New
|
|
|
1975
|
UAS Asset Management
New York
|
$2.9M
|
+$2.58M
|
+2,700
|
New
|
|
