|
1951
|
Principle Wealth Partners
Madison,
Connecticut
|
$5.16M
|
-$90.3K
|
-615
|
-2%
|
|
|
1952
|
Channing Capital Management
Chicago,
Illinois
|
$5.15M
|
-$1.38M
|
-9,419
|
-22%
|
|
|
1953
|
Proficio Capital Partners
Newton,
Massachusetts
|
$5.12M
|
+$118K
|
+800
|
+3%
|
|
|
1954
|
SNS Financial Group
Minneapolis,
Minnesota
|
$5.12M
|
-$225K
|
-1,529
|
-4%
|
|
|
1955
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$5.1M
|
-$5.84M
|
-39,754
|
-55%
|
|
|
1956
|
Gruss & Co
West Palm Beach,
Florida
|
$5.1M
|
-$1.51M
|
-10,250
|
-24%
|
|
|
1957
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$5.1M
|
+$1.01M
|
+6,845
|
+27%
|
|
|
1958
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$5.1M
|
-$1.87M
|
-12,720
|
-28%
|
|
|
1959
|
Edgestream Partners
Princeton,
New Jersey
|
$5.1M
|
+$2.07M
|
+14,060
|
+77%
|
|
|
1960
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.09M
|
+$1.84M
|
+12,504
|
+63%
|
|
|
1961
|
Keystone Financial Planning
Cleveland,
Ohio
|
$5.08M
|
-$75.8K
|
-516
|
-2%
|
|
|
1962
|
Harrington Investments
Napa,
California
|
$5.07M
|
-$71.5K
|
-487
|
-1%
|
|
|
1963
|
HBC Financial Services
Seattle,
Washington
|
$5.07M
|
+$4.72M
|
+32,161
|
New
|
|
|
1964
|
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
$5.05M
|
-$949K
|
-6,460
|
-17%
|
|
|
1965
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$5.05M
|
+$4.71M
|
+32,028
|
New
|
|
|
1966
|
Rothschild Capital Partners
New York
|
$5.05M
|
+$1.05M
|
+7,127
|
+29%
|
|
|
1967
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.05M
|
-$131K
|
-893
|
-3%
|
|
|
1968
|
Lee Capital Holdings
New York
|
$5.05M
|
–
|
–
|
–
|
|
|
1969
|
Davidson Trust Company
Seattle,
Washington
|
$5.04M
|
+$4.7M
|
+32,010
|
New
|
|
|
1970
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$5.03M
|
-$314K
|
-2,135
|
-6%
|
|
|
1971
|
Brown Capital Management
Baltimore,
Maryland
|
$5.03M
|
-$76.5K
|
-521
|
-2%
|
|
|
1972
|
Icon Wealth Partners
Houston,
Texas
|
$5.03M
|
+$195K
|
+1,329
|
+4%
|
|
|
1973
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$5.02M
|
-$25.9K
|
-176
|
-0.5%
|
|
|
1974
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$5.01M
|
+$4.67M
|
+31,804
|
New
|
|
|
1975
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$5.01M
|
-$35.1K
|
-239
|
-0.7%
|
|
