|
1951
|
Bessemer Securities
New York
|
$491K
|
-$418K
|
-5,559
|
-46%
|
|
|
1952
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$489K
|
+$72K
|
+957
|
+17%
|
|
|
1953
|
Kendall Capital Management
Rockville,
Maryland
|
$489K
|
+$125K
|
+1,666
|
+34%
|
|
|
1954
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$489K
|
+$219K
|
+2,903
|
+78%
|
|
|
1955
|
Bender Robert & Associates
Pasadena,
California
|
$487K
|
-$13.5K
|
-179
|
-3%
|
|
|
1956
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$486K
|
+$3.99K
|
+53
|
+0.8%
|
|
|
1957
|
Venture Visionary Partners
Sylvania,
Ohio
|
$485K
|
+$7.83K
|
+104
|
+2%
|
|
|
1958
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$484K
|
-$18.1K
|
-241
|
-4%
|
|
|
1959
|
Argus Investors Counsel
New York
|
$483K
|
+$97K
|
+1,288
|
+24%
|
|
|
1960
|
Howard Wealth Management
Madison,
Connecticut
|
$480K
|
-$3.92K
|
-52
|
-0.8%
|
|
|
1961
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$480K
|
+$16.9K
|
+224
|
+4%
|
|
|
1962
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$480K
|
+$79.9K
|
+1,061
|
+20%
|
|
|
1963
|
Financial Advisors Network
Tustin,
California
|
$479K
|
-$81.2K
|
-1,078
|
-14%
|
|
|
1964
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$479K
|
–
|
–
|
–
|
|
|
1965
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$479K
|
+$55.8K
|
+741
|
+13%
|
|
|
1966
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$478K
|
–
|
–
|
–
|
|
|
1967
|
Stelac Advisory Services
New York
|
$477K
|
+$339K
|
+4,500
|
+229%
|
|
|
1968
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$475K
|
-$75.8K
|
-1,007
|
-14%
|
|
|
1969
|
Baystate Wealth Management
Boston,
Massachusetts
|
$474K
|
+$32.2K
|
+428
|
+7%
|
|
|
1970
|
Summit Financial Strategies
Columbus,
Ohio
|
$472K
|
+$20.1K
|
+267
|
+4%
|
|
|
1971
|
Financial Engines Advisors
Santa Clara,
California
|
$472K
|
+$477K
|
+6,342
|
New
|
|
|
1972
|
Hills Bank & Trust
North Liberty,
Iowa
|
$471K
|
+$17.7K
|
+235
|
+4%
|
|
|
1973
|
Cornerstone Capital
Palo Alto,
California
|
$471K
|
+$24.9K
|
+331
|
+5%
|
|
|
1974
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$469K
|
–
|
–
|
–
|
|
|
1975
|
Cortland Associates
St Louis,
Missouri
|
$468K
|
-$4.37K
|
-58
|
-0.9%
|
|
