|
1951
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$28K
|
-$5.17K
|
-41
|
-16%
|
|
|
1952
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$28K
|
+$13.1K
|
+104
|
+91%
|
|
|
1953
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
1954
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$25K
|
–
|
–
|
–
|
|
|
1955
|
Pin Oak Investment Advisors
Houston,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
1956
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$24K
|
–
|
–
|
–
|
|
|
1957
|
Bellevue Asset Management
Bellevue,
Washington
|
$22K
|
–
|
–
|
–
|
|
|
1958
|
Financial Management Professionals
Austin,
Texas
|
$22K
|
+$19.5K
|
+155
|
+1,107%
|
|
|
1959
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$21K
|
+$20.3K
|
+161
|
New
|
|
|
1960
|
Bourgeon Capital Management
Darien,
Connecticut
|
$20K
|
–
|
–
|
–
|
|
|
1961
|
Global Financial Private Client
Sarasota,
Florida
|
$19.7K
|
+$9.83K
|
+78
|
+105%
|
|
|
1962
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$19K
|
+$378
|
+3
|
+2%
|
|
|
1963
|
CVA Family Office
Denver,
Colorado
|
$18K
|
-$7.56K
|
-60
|
-31%
|
|
|
1964
|
Investors Research Corp
Atlanta,
Georgia
|
$18K
|
–
|
–
|
–
|
|
|
1965
|
Halpern Financial
Ashburn,
Virginia
|
$17.3K
|
–
|
–
|
–
|
|
|
1966
|
GS Investments
Minneapolis,
Minnesota
|
$17.2K
|
–
|
–
|
–
|
|
|
1967
|
New Capital Management
Houston,
Texas
|
$17K
|
-$7.56K
|
-60
|
-32%
|
|
|
1968
|
America First Investment Advisors
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
1969
|
AllSquare Wealth Management
Albany,
New York
|
$16K
|
–
|
–
|
–
|
|
|
1970
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
1971
|
McIlrath & Eck
Arlington,
Washington
|
$16K
|
–
|
–
|
–
|
|
|
1972
|
Legacy Bridge
West Des Moines,
Iowa
|
$16K
|
+$15.1K
|
+120
|
New
|
|
|
1973
|
Westside Investment Management
Santa Monica,
California
|
$15.6K
|
+$126
|
+1
|
+0.3%
|
|
|
1974
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$14.5K
|
–
|
–
|
–
|
|
|
1975
|
Eukles Asset Management
Cincinnati,
Ohio
|
$14K
|
+$1.51K
|
+12
|
+12%
|
|
