|
1951
|
Whitebark Investors
Incline Village,
Nevada
|
$15.6M
|
-$3.63M
|
-8,966
|
-18%
|
|
|
1952
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$15.6M
|
-$563K
|
-1,392
|
-3%
|
|
|
1953
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$15.6M
|
+$2.29M
|
+5,651
|
+15%
|
|
|
1954
|
Parallax Volatility Advisers
San Francisco,
California
|
$15.6M
|
+$10.4M
|
+25,749
|
+161%
|
|
|
1955
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$15.6M
|
-$356K
|
-880
|
-2%
|
|
|
1956
|
Lincoln Capital
Lincoln,
Nebraska
|
$15.5M
|
-$405K
|
-1,001
|
-2%
|
|
|
1957
|
First Interstate Bank
Billings,
Montana
|
$15.5M
|
-$160K
|
-395
|
-0.9%
|
|
|
1958
|
NVWM LLC
Yardley,
Pennsylvania
|
$15.5M
|
+$341K
|
+842
|
+2%
|
|
|
1959
|
Bearing Point Capital
Bloomington,
Minnesota
|
$15.5M
|
+$310K
|
+767
|
+2%
|
|
|
1960
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$15.5M
|
+$6.45M
|
+15,947
|
+63%
|
|
|
1961
|
Broadleaf Partners
Hudson,
Ohio
|
$15.5M
|
-$7.28M
|
-17,985
|
-30%
|
|
|
1962
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$15.4M
|
+$497K
|
+1,228
|
+3%
|
|
|
1963
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$15.4M
|
-$13.4K
|
-33
|
-0.1%
|
|
|
1964
|
Accredited Investors
Edina,
Minnesota
|
$15.4M
|
-$20.2K
|
-50
|
-0.1%
|
|
|
1965
|
Quantum Private Wealth
Tampa,
Florida
|
$15.4M
|
-$594K
|
-1,467
|
-3%
|
|
|
1966
|
Mattern Capital Management
Lakewood,
Colorado
|
$15.3M
|
-$104K
|
-258
|
-0.6%
|
|
|
1967
|
BIP Wealth
Atlanta,
Georgia
|
$15.3M
|
+$4.72M
|
+11,661
|
+40%
|
|
|
1968
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$15.3M
|
+$44.5K
|
+110
|
+0.3%
|
|
|
1969
|
CFO4Life Group
Coppell,
Texas
|
$15.3M
|
-$377K
|
-933
|
-2%
|
|
|
1970
|
Winch Advisory Services
Appleton,
Wisconsin
|
$15.3M
|
+$292K
|
+722
|
+2%
|
|
|
1971
|
one8zero8 LLC
Greensboro,
North Carolina
|
$15.3M
|
+$76.9K
|
+190
|
+0.5%
|
|
|
1972
|
Morse Asset Management
Darien,
Connecticut
|
$15.2M
|
+$28.3K
|
+70
|
+0.2%
|
|
|
1973
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$15.2M
|
+$931K
|
+2,300
|
+6%
|
|
|
1974
|
River Road Asset Management
Louisville,
Kentucky
|
$15.2M
|
+$13.7M
|
+33,873
|
+490%
|
|
|
1975
|
South Street Advisors
New York
|
$15.2M
|
-$12.7M
|
-31,442
|
-44%
|
|
