|
1951
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$621K
|
-$23K
|
-408
|
-4%
|
|
|
1952
|
Wealth Architects
Mountain View,
California
|
$620K
|
-$88.5K
|
-1,568
|
-13%
|
|
|
1953
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$618K
|
+$242K
|
+4,279
|
+66%
|
|
|
1954
|
Forte Capital
Rochester,
New York
|
$617K
|
-$18.6K
|
-330
|
-3%
|
|
|
1955
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$616K
|
–
|
–
|
–
|
|
|
1956
|
Cobiz Wealth
Denver,
Colorado
|
$615K
|
+$8.13K
|
+144
|
+1%
|
|
|
1957
|
Harfst & Associates
Sheridan,
Wyoming
|
$614K
|
-$2.14M
|
-37,924
|
-78%
|
|
|
1958
|
LGL Partners
Philadelphia,
Pennsylvania
|
$613K
|
-$42.8K
|
-759
|
-7%
|
|
|
1959
|
Valicenti Advisory Services
Elmira,
New York
|
$609K
|
+$282
|
+5
|
+0%
|
|
|
1960
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$609K
|
+$4.4K
|
+78
|
+0.7%
|
|
|
1961
|
|
$609K
|
+$597K
|
+10,580
|
New
|
|
|
1962
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$608K
|
+$34.3K
|
+607
|
+6%
|
|
|
1963
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$606K
|
-$31.9K
|
-566
|
-5%
|
|
|
1964
|
TMD & Associates
Scottsdale,
Arizona
|
$605K
|
-$937K
|
-16,596
|
-61%
|
|
|
1965
|
V Wealth Advisors
Overland Park,
Kansas
|
$604K
|
+$7.22K
|
+128
|
+1%
|
|
|
1966
|
|
$597K
|
+$192K
|
+3,400
|
+49%
|
|
|
1967
|
Sarasin & Partners
London,
United Kingdom
|
$595K
|
-$64K
|
-1,134
|
-10%
|
|
|
1968
|
CenterStar Fund
Chicago,
Illinois
|
$594K
|
–
|
–
|
–
|
|
|
1969
|
Kalos Management
Alpharetta,
Georgia
|
$592K
|
-$808K
|
-14,316
|
-58%
|
|
|
1970
|
CSS LLC
Chicago,
Illinois
|
$592K
|
-$168K
|
-2,980
|
-22%
|
|
|
1971
|
South Street Advisors
New York
|
$587K
|
-$21.2K
|
-375
|
-4%
|
|
|
1972
|
Security Asset Management
New York
|
$584K
|
–
|
–
|
–
|
|
|
1973
|
SG Americas Securities
New York
|
$581K
|
-$58.3M
|
-1,032,557
|
-99%
|
|
|
1974
|
Alethea Capital Management
Mercer Island,
Washington
|
$581K
|
–
|
–
|
–
|
|
|
1975
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$577K
|
+$903
|
+16
|
+0.2%
|
|
