|
1951
|
Evolution Advisers
Richmond,
Virginia
|
$46K
|
+$45.7K
|
+132
|
New
|
|
|
1952
|
Sierra Capital
Miami,
Florida
|
$45K
|
+$10.4K
|
+30
|
+31%
|
|
|
1953
|
Disciplined Investments
Tulsa,
Oklahoma
|
$44K
|
+$37.4K
|
+108
|
+720%
|
|
|
1954
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$43K
|
+$41.9K
|
+121
|
New
|
|
|
1955
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$42K
|
–
|
–
|
–
|
|
|
1956
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$42K
|
+$346
|
+1
|
+0.9%
|
|
|
1957
|
Horan Securities
Cincinnati,
United States
|
$42K
|
+$40.8K
|
+118
|
New
|
|
|
1958
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$41K
|
–
|
–
|
–
|
|
|
1959
|
Ford Financial Group
Fresno,
California
|
$41K
|
+$40.8K
|
+118
|
New
|
|
|
1960
|
EARNEST Partners
Atlanta,
Georgia
|
$40K
|
–
|
–
|
–
|
|
|
1961
|
Bell Investment Advisors
Oakland,
California
|
$39K
|
-$12.8K
|
-37
|
-25%
|
|
|
1962
|
First Personal Financial Services
Charlotte,
North Carolina
|
$39K
|
–
|
–
|
–
|
|
|
1963
|
Point72 Hong Kong
Hong Kong
|
$37K
|
-$269K
|
-778
|
-88%
|
|
|
1964
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$37K
|
–
|
–
|
–
|
|
|
1965
|
PrairieView Partners
St. Paul,
Minnesota
|
$37K
|
–
|
–
|
–
|
|
|
1966
|
Lee Financial
Dallas,
Texas
|
$36K
|
-$1.6M
|
-4,637
|
-98%
|
|
|
1967
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$36K
|
–
|
–
|
–
|
|
|
1968
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$36K
|
–
|
–
|
–
|
|
|
1969
|
Aquatic Capital Management
Chicago,
Illinois
|
$36K
|
+$34.6K
|
+100
|
New
|
|
|
1970
|
Park Circle Company
Baltimore,
Maryland
|
$36K
|
+$34.6K
|
+100
|
New
|
|
|
1971
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$35.5K
|
-$6.92K
|
-20
|
-17%
|
|
|
1972
|
Westside Investment Management
Santa Monica,
California
|
$35.2K
|
–
|
–
|
–
|
|
|
1973
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$35K
|
-$9.34K
|
-27
|
-21%
|
|
|
1974
|
Winch Advisory Services
Appleton,
Wisconsin
|
$35K
|
+$346
|
+1
|
+1%
|
|
|
1975
|
Solstein Capital
Menlo Park,
California
|
$34K
|
-$27.7K
|
-80
|
-46%
|
|
