|
1951
|
First Western Trust Bank
Denver,
Colorado
|
$1.2M
|
-$340K
|
-2,991
|
-22%
|
|
|
1952
|
Sage Rhino Capital
Menlo Park,
California
|
$1.2M
|
-$4.09K
|
-36
|
-0.3%
|
|
|
1953
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$1.2M
|
-$73.8K
|
-650
|
-6%
|
|
|
1954
|
TLWM Financial
San Antonio,
Texas
|
$1.19M
|
+$17.3K
|
+152
|
+1%
|
|
|
1955
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.19M
|
+$11.6K
|
+102
|
+1%
|
|
|
1956
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.19M
|
+$12K
|
+106
|
+1%
|
|
|
1957
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1.19M
|
+$10.7K
|
+94
|
+0.9%
|
|
|
1958
|
Granite Investment Partners
El Segundo,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
1959
|
Aspen Grove Capital
Avon,
Colorado
|
$1.19M
|
+$167K
|
+1,468
|
+17%
|
|
|
1960
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$1.18M
|
–
|
–
|
–
|
|
|
1961
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$1.18M
|
-$42.6K
|
-375
|
-4%
|
|
|
1962
|
NWF Advisory Services
Los Angeles,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
1963
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$1.18M
|
-$26.2K
|
-231
|
-2%
|
|
|
1964
|
West Bancorporation
West Des Moines,
Iowa
|
$1.18M
|
-$36.2K
|
-319
|
-3%
|
|
|
1965
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$1.17M
|
+$35.3K
|
+311
|
+3%
|
|
|
1966
|
First Command Bank
Fort Worth,
Texas
|
$1.17M
|
-$119K
|
-1,049
|
-9%
|
|
|
1967
|
First Command Financial Services
Fort Worth,
Texas
|
$1.17M
|
-$119K
|
-1,049
|
-9%
|
|
|
1968
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
1969
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.16M
|
-$151K
|
-1,332
|
-12%
|
|
|
1970
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.16M
|
+$7.49K
|
+66
|
+0.7%
|
|
|
1971
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.16M
|
-$11.8K
|
-104
|
-1%
|
|
|
1972
|
Peak Planning Group
Centennial,
Colorado
|
$1.16M
|
+$18.5K
|
+163
|
+2%
|
|
|
1973
|
Lumina Fund Management
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
1974
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.15M
|
-$48.5K
|
-427
|
-4%
|
|
|
1975
|
Dupont Capital Management
Wilmington,
Delaware
|
$1.15M
|
-$997K
|
-8,778
|
-47%
|
|
