|
1951
|
Ascent Wealth Partners
New Hartford,
New York
|
$1.92M
|
+$30.8K
|
+376
|
+2%
|
|
|
1952
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.91M
|
+$115K
|
+1,400
|
+7%
|
|
|
1953
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$1.89M
|
-$64.9K
|
-791
|
-3%
|
|
|
1954
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$1.89M
|
+$156K
|
+1,900
|
+9%
|
|
|
1955
|
DeDora Capital
Napa,
California
|
$1.89M
|
+$1.81M
|
+22,076
|
New
|
|
|
1956
|
Bank of Stockton
Stockton,
California
|
$1.89M
|
+$493K
|
+6,005
|
+37%
|
|
|
1957
|
Investment Counselors of Maryland
Baltimore,
Maryland
|
$1.88M
|
-$65.6K
|
-800
|
-4%
|
|
|
1958
|
HM Capital Management
Clayton,
Missouri
|
$1.88M
|
+$16.6K
|
+202
|
+0.9%
|
|
|
1959
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$1.88M
|
+$1.8M
|
+21,938
|
New
|
|
|
1960
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$1.87M
|
+$21.3K
|
+260
|
+1%
|
|
|
1961
|
Trexquant Investment
Stamford,
Connecticut
|
$1.87M
|
+$1.79M
|
+21,871
|
New
|
|
|
1962
|
Circle Road Advisors
New York
|
$1.87M
|
+$1.79M
|
+21,849
|
New
|
|
|
1963
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$1.86M
|
-$8.2K
|
-100
|
-0.5%
|
|
|
1964
|
Emerald Advisers
Leola,
Pennsylvania
|
$1.85M
|
-$60.4K
|
-736
|
-3%
|
|
|
1965
|
Eos Management LP
New York
|
$1.85M
|
–
|
–
|
–
|
|
|
1966
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$1.85M
|
+$1.77M
|
+21,606
|
New
|
|
|
1967
|
Davis Rea
Toronto,
Ontario, Canada
|
$1.85M
|
–
|
–
|
–
|
|
|
1968
|
IPG Investment Advisors
San Diego,
California
|
$1.85M
|
+$364K
|
+4,436
|
+26%
|
|
|
1969
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$1.85M
|
-$105K
|
-1,277
|
-6%
|
|
|
1970
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.84M
|
+$1.77M
|
+21,519
|
New
|
|
|
1971
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.83M
|
-$28.7K
|
-350
|
-2%
|
|
|
1972
|
Cerity Partners OCIO
New York
|
$1.83M
|
-$2.95K
|
-36
|
-0.2%
|
|
|
1973
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$1.83M
|
+$1.76M
|
+21,421
|
New
|
|
|
1974
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.83M
|
–
|
–
|
–
|
|
|
1975
|
American Asset Management
Boca Raton,
Florida
|
$1.8M
|
+$4.92K
|
+60
|
+0.3%
|
|
