|
1951
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$399K
|
+$47K
|
+87
|
+12%
|
|
|
1952
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$399K
|
-$27K
|
-50
|
-6%
|
|
|
1953
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$399K
|
+$1.62K
|
+3
|
+0.4%
|
|
|
1954
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$399K
|
+$88.7K
|
+164
|
+26%
|
|
|
1955
|
Orion Capital Management
Coronado,
California
|
$398K
|
+$541
|
+1
|
+0.1%
|
|
|
1956
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$397K
|
-$47.6K
|
-88
|
-10%
|
|
|
1957
|
Occidental Asset Management
Burlingame,
California
|
$397K
|
-$40.5K
|
-75
|
-9%
|
|
|
1958
|
Bangor Savings Bank
Bangor,
Maine
|
$397K
|
-$7.03K
|
-13
|
-2%
|
|
|
1959
|
Ducere Wealth Management
Newport Beach,
California
|
$397K
|
+$18.9K
|
+35
|
+5%
|
|
|
1960
|
BSW Wealth Partners
Boulder,
Colorado
|
$396K
|
-$65.4K
|
-121
|
-13%
|
|
|
1961
|
Matthew Hamilton Rosenberg
|
$396K
|
-$17.3K
|
-32
|
-4%
|
|
|
1962
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$396K
|
+$47.6K
|
+88
|
+13%
|
|
|
1963
|
Belfer Management
New York
|
$396K
|
–
|
–
|
–
|
|
|
1964
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$395K
|
+$7.03K
|
+13
|
+2%
|
|
|
1965
|
Dodge & Cox
San Francisco,
California
|
$395K
|
–
|
–
|
–
|
|
|
1966
|
Plancorp LLC
Saint Louis,
Missouri
|
$394K
|
-$21.6K
|
-40
|
-5%
|
|
|
1967
|
CFM Wealth Partners
Austin,
Texas
|
$393K
|
–
|
–
|
–
|
|
|
1968
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$392K
|
–
|
–
|
–
|
|
|
1969
|
|
$392K
|
-$40.5K
|
-75
|
-9%
|
|
|
1970
|
Community Trust & Investment
Versailles,
Kentucky
|
$392K
|
–
|
–
|
–
|
|
|
1971
|
Circle Wealth Management
Summit,
New Jersey
|
$391K
|
+$12.4K
|
+23
|
+3%
|
|
|
1972
|
Marotta Asset Management
Charlottesville,
Virginia
|
$391K
|
–
|
–
|
–
|
|
|
1973
|
Cypress Wealth Services
Palm Desert,
California
|
$391K
|
-$44.9K
|
-83
|
-10%
|
|
|
1974
|
Grove Bank & Trust
Miami,
Florida
|
$390K
|
-$541
|
-1
|
-0.1%
|
|
|
1975
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$388K
|
-$541
|
-1
|
-0.1%
|
|
