|
1951
|
Red Cedar Capital
Omaha,
Nebraska
|
$28K
|
–
|
–
|
–
|
|
|
1952
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$25K
|
-$37.3K
|
-297
|
-60%
|
|
|
1953
|
Crewe Advisors
Salt Lake City,
Utah
|
$25K
|
-$8.16K
|
-65
|
-24%
|
|
|
1954
|
Islay Capital Management
Lubbock,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
1955
|
Artemis Wealth Advisors
New York
|
$24.3K
|
–
|
–
|
–
|
|
|
1956
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24K
|
–
|
–
|
–
|
|
|
1957
|
Howe & Rusling
Rochester,
New York
|
$24K
|
+$11.9K
|
+95
|
+95%
|
|
|
1958
|
Riverview Trust Company
Vancouver,
Washington
|
$23K
|
–
|
–
|
–
|
|
|
1959
|
Beck Bode LLC
Dedham,
Massachusetts
|
$23K
|
+$22.9K
|
+182
|
New
|
|
|
1960
|
Tucker Asset Management
Littleton,
Colorado
|
$22.8K
|
-$12.6K
|
-100
|
-35%
|
|
|
1961
|
Financial Management Professionals
Austin,
Texas
|
$22K
|
+$9.92K
|
+79
|
+82%
|
|
|
1962
|
American Research & Management Company
Marion,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
|
1963
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$20K
|
+$20.7K
|
+165
|
New
|
|
|
1964
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
1965
|
Tortoise Investment Management
White Plains,
New York
|
$19K
|
–
|
–
|
–
|
|
|
1966
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$19K
|
+$377
|
+3
|
+2%
|
|
|
1967
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$19K
|
+$18.8K
|
+150
|
New
|
|
|
1968
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$17K
|
+$16.8K
|
+134
|
New
|
|
|
1969
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
1970
|
Annapolis Financial Services
Annapolis,
Maryland
|
$16K
|
+$2.76K
|
+22
|
+20%
|
|
|
1971
|
Anfield Capital Management
Irvine,
California
|
$16K
|
+$16.1K
|
+128
|
New
|
|
|
1972
|
TimeScale Financial
Danvers,
Massachusetts
|
$15K
|
-$6.03K
|
-48
|
-29%
|
|
|
1973
|
Summit Wealth Group
White River Junction,
Vermont
|
$15K
|
+$3.39K
|
+27
|
+28%
|
|
|
1974
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$13K
|
-$2.81M
|
-22,384
|
-100%
|
|
|
1975
|
Ranch Capital Advisors
Sarasota,
Florida
|
$12K
|
-$1.88K
|
-15
|
-14%
|
|
