|
1951
|
Cumberland Advisors
Sarasota,
Florida
|
$4M
|
-$180K
|
-1,420
|
-5%
|
|
|
1952
|
Cox Capital Management
Andover,
Massachusetts
|
$4M
|
+$97.2K
|
+766
|
+3%
|
|
|
1953
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$3.98M
|
+$317K
|
+2,499
|
+9%
|
|
|
1954
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$3.97M
|
-$22K
|
-173
|
-0.6%
|
|
|
1955
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$3.97M
|
-$17.4K
|
-137
|
-0.5%
|
|
|
1956
|
Beech Hill Advisors
New York
|
$3.96M
|
+$318K
|
+2,501
|
+9%
|
|
|
1957
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$3.96M
|
-$80.6K
|
-635
|
-2%
|
|
|
1958
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.95M
|
–
|
–
|
–
|
|
|
1959
|
Bessemer Securities
New York
|
$3.95M
|
–
|
–
|
–
|
|
|
1960
|
Stratos Investment Management
Beachwood,
Ohio
|
$3.94M
|
+$492K
|
+3,879
|
+15%
|
|
|
1961
|
Systematic Financial Management
Teaneck,
New Jersey
|
$3.94M
|
-$617K
|
-4,857
|
-14%
|
|
|
1962
|
Twin Tree Management
Dallas,
Texas
|
$3.93M
|
-$778K
|
-6,130
|
-17%
|
|
|
1963
|
Icon Wealth Partners
Houston,
Texas
|
$3.93M
|
+$177K
|
+1,397
|
+5%
|
|
|
1964
|
TFG Advisers
Auburn Hills,
Michigan
|
$3.92M
|
+$105K
|
+825
|
+3%
|
|
|
1965
|
HC Financial Advisors
Lafayette,
California
|
$3.92M
|
-$150K
|
-1,180
|
-4%
|
|
|
1966
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$3.9M
|
+$118K
|
+931
|
+3%
|
|
|
1967
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$3.9M
|
-$133K
|
-1,050
|
-3%
|
|
|
1968
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.88M
|
-$273K
|
-2,152
|
-7%
|
|
|
1969
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$3.88M
|
+$12.7K
|
+100
|
+0.3%
|
|
|
1970
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$3.86M
|
+$50.3K
|
+396
|
+1%
|
|
|
1971
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$3.86M
|
-$12.4K
|
-98
|
-0.3%
|
|
|
1972
|
Probity Advisors
Dallas,
Texas
|
$3.85M
|
-$130K
|
-1,021
|
-3%
|
|
|
1973
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$3.83M
|
+$1.42M
|
+11,179
|
+64%
|
|
|
1974
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$3.83M
|
-$11K
|
-87
|
-0.3%
|
|
|
1975
|
Balter Liquid Alternatives
Boston,
Massachusetts
|
$3.82M
|
+$745K
|
+5,866
|
+26%
|
|
