|
1951
|
Crestline Management
Fort Worth,
Texas
|
$1.02M
|
+$940K
|
+4,500
|
New
|
|
|
1952
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.02M
|
+$17.7K
|
+85
|
+2%
|
|
|
1953
|
Moseley Investment Management
Bradenton,
Florida
|
$1.01M
|
+$104K
|
+500
|
+13%
|
|
|
1954
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.01M
|
+$52.2K
|
+250
|
+6%
|
|
|
1955
|
InterOcean Capital
Chicago,
Illinois
|
$1.01M
|
-$612K
|
-2,932
|
-40%
|
|
|
1956
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.01M
|
-$1.04K
|
-5
|
-0.1%
|
|
|
1957
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.01M
|
+$63.9K
|
+306
|
+7%
|
|
|
1958
|
ExodusPoint Capital Management
New York
|
$1M
|
-$632K
|
-3,027
|
-41%
|
|
|
1959
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1M
|
+$3.76K
|
+18
|
+0.4%
|
|
|
1960
|
Providence First Trust
Scottsdale,
Arizona
|
$1M
|
–
|
–
|
–
|
|
|
1961
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1M
|
-$313K
|
-1,500
|
-25%
|
|
|
1962
|
Garde Capital
Seattle,
Washington
|
$1M
|
+$284K
|
+1,361
|
+45%
|
|
|
1963
|
Beam Wealth Advisors
Covington,
Louisiana
|
$999K
|
-$203K
|
-972
|
-19%
|
|
|
1964
|
Forte Capital
Rochester,
New York
|
$998K
|
+$918K
|
+4,397
|
New
|
|
|
1965
|
Verition Fund Management
Greenwich,
Connecticut
|
$990K
|
+$551K
|
+2,641
|
+154%
|
|
|
1966
|
First Financial Corp
Terre Haute,
Indiana
|
$988K
|
+$558K
|
+2,674
|
+160%
|
|
|
1967
|
First Bank & Trust
Brookings,
South Dakota
|
$987K
|
+$32.4K
|
+155
|
+4%
|
|
|
1968
|
Darwin Wealth Management
Tampa,
Florida
|
$987K
|
+$553K
|
+2,648
|
+156%
|
|
|
1969
|
Madden Securities
Dallas,
Texas
|
$983K
|
+$903K
|
+4,327
|
New
|
|
|
1970
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$979K
|
+$248K
|
+1,188
|
+38%
|
|
|
1971
|
Gilbert & Cook
West Des Moines,
Iowa
|
$977K
|
+$53.4K
|
+256
|
+6%
|
|
|
1972
|
Bogart Wealth LLC
Mclean,
Virginia
|
$976K
|
+$105K
|
+502
|
+13%
|
|
|
1973
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$973K
|
-$209K
|
-1,000
|
-19%
|
|
|
1974
|
Berry Group
Worcester,
Massachusetts
|
$973K
|
-$20.9K
|
-100
|
-2%
|
|
|
1975
|
Biltmore Family Office
Charlotte,
North Carolina
|
$973K
|
+$418K
|
+2,000
|
+88%
|
|
