|
1951
|
New Capital Management
Houston,
Texas
|
$1.03M
|
-$10.1K
|
-22
|
-1%
|
|
|
1952
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.03M
|
-$332K
|
-726
|
-25%
|
|
|
1953
|
Burr Financial Services
Pleasant Hill,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
1954
|
New Century Financial Group
Princeton,
New Jersey
|
$1.03M
|
-$36.6K
|
-80
|
-4%
|
|
|
1955
|
Jefferies Financial Group
New York
|
$1.03M
|
-$7M
|
-15,302
|
-88%
|
|
|
1956
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.03M
|
+$55.8K
|
+122
|
+6%
|
|
|
1957
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.03M
|
+$272K
|
+595
|
+39%
|
|
|
1958
|
OneFund LLC
Saint Petersburg,
Florida
|
$1.02M
|
-$23.3K
|
-51
|
-2%
|
|
|
1959
|
Trust Company
Manhattan,
Kansas
|
$1.02M
|
+$190K
|
+415
|
+24%
|
|
|
1960
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.02M
|
+$457
|
+1
|
+0%
|
|
|
1961
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$1.02M
|
+$56.7K
|
+124
|
+6%
|
|
|
1962
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.02M
|
+$29.7K
|
+65
|
+3%
|
|
|
1963
|
Adero Partners
Pleasanton,
California
|
$1.02M
|
+$139K
|
+305
|
+17%
|
|
|
1964
|
Five Oceans Advisors
Santa Monica,
California
|
$1.02M
|
+$914
|
+2
|
+0.1%
|
|
|
1965
|
Atlas Brown
Louisville,
Kentucky
|
$1.02M
|
+$2.29K
|
+5
|
+0.2%
|
|
|
1966
|
WESPAC Advisors
Orinda,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
1967
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.02M
|
+$270K
|
+590
|
+39%
|
|
|
1968
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$1.01M
|
-$230K
|
-504
|
-19%
|
|
|
1969
|
Argus Investors Counsel
New York
|
$1.01M
|
+$115K
|
+251
|
+14%
|
|
|
1970
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.01M
|
+$4.11K
|
+9
|
+0.4%
|
|
|
1971
|
Financial Management Network
Mission Viejo,
California
|
$1.01M
|
+$56.7K
|
+124
|
+6%
|
|
|
1972
|
Maren Capital
Chicago,
Illinois
|
$1M
|
–
|
–
|
–
|
|
|
1973
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$1M
|
+$187K
|
+408
|
+24%
|
|
|
1974
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$997K
|
+$457
|
+1
|
+0%
|
|
|
1975
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$996K
|
+$24.2K
|
+53
|
+3%
|
|
