|
1951
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$1.36M
|
-$16.9K
|
-31
|
-1%
|
|
|
1952
|
Cromwell Holdings
Jackson,
Wyoming
|
$1.36M
|
–
|
–
|
–
|
|
|
1953
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$1.36M
|
-$25.6K
|
-47
|
-2%
|
|
|
1954
|
Legal Advantage Investments
Los Altos Hills,
California
|
$1.35M
|
–
|
–
|
–
|
|
|
1955
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.35M
|
+$58.3K
|
+107
|
+5%
|
|
|
1956
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.35M
|
-$19.1K
|
-35
|
-1%
|
|
|
1957
|
Callan Capital
La Jolla,
California
|
$1.35M
|
+$66.4K
|
+122
|
+5%
|
|
|
1958
|
Dynamic Technology Lab
Singapore
|
$1.35M
|
+$1.34M
|
+2,460
|
New
|
|
|
1959
|
Oak Family Advisors
Chicago,
Illinois
|
$1.34M
|
-$1.74M
|
-3,197
|
-57%
|
|
|
1960
|
Spirit of America Management Corp
Syosset,
New York
|
$1.34M
|
–
|
–
|
–
|
|
|
1961
|
Kestra Investment Management
Austin,
Texas
|
$1.34M
|
+$416K
|
+764
|
+46%
|
|
|
1962
|
IMS Capital Management
Portland,
Oregon
|
$1.34M
|
+$46.3K
|
+85
|
+4%
|
|
|
1963
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.33M
|
-$544
|
-1
|
-0%
|
|
|
1964
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.33M
|
-$19.1K
|
-35
|
-1%
|
|
|
1965
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$1.32M
|
-$29.9K
|
-55
|
-2%
|
|
|
1966
|
Castleview Partners
Dallas,
Texas
|
$1.32M
|
-$142K
|
-261
|
-10%
|
|
|
1967
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.32M
|
+$1.31M
|
+2,408
|
New
|
|
|
1968
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.32M
|
+$65.3K
|
+120
|
+5%
|
|
|
1969
|
Bridger Management
New York
|
$1.32M
|
–
|
–
|
–
|
|
|
1970
|
Adero Partners
Pleasanton,
California
|
$1.32M
|
-$16.3K
|
-30
|
-1%
|
|
|
1971
|
Detalus Advisors
St. Louis,
Missouri
|
$1.31M
|
+$381K
|
+699
|
+41%
|
|
|
1972
|
Global Assets Advisory
Orlando,
Florida
|
$1.31M
|
+$939K
|
+1,725
|
+208%
|
|
|
1973
|
Provident Trust Company
Waukesha,
Wisconsin
|
$1.3M
|
–
|
–
|
–
|
|
|
1974
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.3M
|
+$16.3K
|
+30
|
+1%
|
|
|
1975
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.3M
|
+$5.99K
|
+11
|
+0.5%
|
|
