|
1951
|
ALPS Advisors
Denver,
Colorado
|
$1.12M
|
+$191K
|
+2,781
|
+21%
|
|
|
1952
|
AJ Wealth Strategies
New York
|
$1.12M
|
+$624K
|
+9,094
|
+128%
|
|
|
1953
|
Members Trust
Tampa,
Florida
|
$1.12M
|
-$77.6K
|
-1,131
|
-7%
|
|
|
1954
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$1.11M
|
-$1.13M
|
-16,453
|
-50%
|
|
|
1955
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$1.11M
|
-$18.2K
|
-265
|
-2%
|
|
|
1956
|
Balentine LLC
Atlanta,
Georgia
|
$1.11M
|
+$38.5K
|
+561
|
+4%
|
|
|
1957
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$1.11M
|
-$84.2K
|
-1,227
|
-7%
|
|
|
1958
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$1.11M
|
-$52.7K
|
-768
|
-5%
|
|
|
1959
|
Grove Bank & Trust
Miami,
Florida
|
$1.11M
|
+$280K
|
+4,079
|
+34%
|
|
|
1960
|
PagnatoKarp Partners
Reston,
Virginia
|
$1.1M
|
+$82.8K
|
+1,206
|
+8%
|
|
|
1961
|
Clear Perspective Advisors
Aurora,
Illinois
|
$1.1M
|
+$117K
|
+1,703
|
+12%
|
|
|
1962
|
Cognios Capital
Leawood,
Kansas
|
$1.1M
|
-$2.86M
|
-41,632
|
-72%
|
|
|
1963
|
SFE Investment Counsel
Los Angeles,
California
|
$1.09M
|
-$102K
|
-1,479
|
-9%
|
|
|
1964
|
Concert Wealth Management
San Jose,
California
|
$1.09M
|
-$5.96M
|
-86,764
|
-85%
|
|
|
1965
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.09M
|
-$10.3K
|
-150
|
-0.9%
|
|
|
1966
|
Diker Management
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
1967
|
Lau Associates
Greenville,
Delaware
|
$1.08M
|
-$2.75K
|
-40
|
-0.3%
|
|
|
1968
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.08M
|
+$93.7K
|
+1,365
|
+10%
|
|
|
1969
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.08M
|
+$97.5K
|
+1,421
|
+10%
|
|
|
1970
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.07M
|
-$28.8K
|
-420
|
-3%
|
|
|
1971
|
Pflug Koory
Omaha,
Nebraska
|
$1.07M
|
–
|
–
|
–
|
|
|
1972
|
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
$1.07M
|
+$34.3K
|
+500
|
+3%
|
|
|
1973
|
Planning Alternatives
Birmingham,
Michigan
|
$1.07M
|
+$238K
|
+3,465
|
+29%
|
|
|
1974
|
Park Avenue Securities
New York
|
$1.07M
|
+$1.05M
|
+15,330
|
New
|
|
|
1975
|
ARK Investment Management
St. Petersburg,
Florida
|
$1.05M
|
+$499K
|
+7,269
|
+91%
|
|
