|
1951
|
Affinity Investment Advisors
Newport Beach,
California
|
$8.05M
|
-$360K
|
-1,676
|
-4%
|
|
|
1952
|
Potrero Capital Research
San Francisco,
California
|
$8.05M
|
–
|
–
|
–
|
|
|
1953
|
Jupiter Wealth Management
Glendale,
Colorado
|
$8.04M
|
+$399K
|
+1,855
|
+5%
|
|
|
1954
|
IMC Chicago
Chicago,
Illinois
|
$8.02M
|
+$7.75M
|
+36,039
|
New
|
|
|
1955
|
Concentric Wealth Management
Lafayette,
California
|
$8.02M
|
-$150K
|
-698
|
-2%
|
|
|
1956
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8.01M
|
+$220K
|
+1,023
|
+3%
|
|
|
1957
|
Hamel Associates
Chatham,
New Jersey
|
$8M
|
+$143K
|
+665
|
+2%
|
|
|
1958
|
|
$8M
|
+$7.73M
|
+35,944
|
New
|
|
|
1959
|
GM Advisory Group
Melville,
New York
|
$7.98M
|
+$99.3K
|
+462
|
+1%
|
|
|
1960
|
Prospect Capital Advisors
Sausalito,
California
|
$7.96M
|
-$5.46M
|
-25,400
|
-42%
|
|
|
1961
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$7.96M
|
-$630K
|
-2,930
|
-8%
|
|
|
1962
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$7.96M
|
+$3.6M
|
+16,729
|
+88%
|
|
|
1963
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$7.93M
|
+$1.82M
|
+8,456
|
+31%
|
|
|
1964
|
Summit Financial Group
Moorefield,
West Virginia
|
$7.93M
|
-$1.13M
|
-5,250
|
-13%
|
|
|
1965
|
McMillion Capital Management
Greensboro,
North Carolina
|
$7.93M
|
+$9.25K
|
+43
|
+0.1%
|
|
|
1966
|
Encompass Wealth Advisors
Portland,
Oregon
|
$7.92M
|
+$7.65M
|
+35,599
|
New
|
|
|
1967
|
Noked Capital
Tel Aviv,
Israel
|
$7.9M
|
-$1.75M
|
-8,139
|
-19%
|
|
|
1968
|
Noked Israel
Ramat Hasharon,
Israel
|
$7.9M
|
-$1.75M
|
-8,139
|
-19%
|
|
|
1969
|
Sawyer & Company
Boston,
Massachusetts
|
$7.9M
|
-$53.8K
|
-250
|
-0.7%
|
|
|
1970
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$7.89M
|
-$1.98M
|
-9,191
|
-21%
|
|
|
1971
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$7.89M
|
–
|
–
|
–
|
|
|
1972
|
|
$7.88M
|
-$64.5K
|
-300
|
-0.8%
|
|
|
1973
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$7.88M
|
+$129K
|
+598
|
+2%
|
|
|
1974
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$7.88M
|
-$259K
|
-1,206
|
-3%
|
|
|
1975
|
HBK Investments
Dallas,
Texas
|
$7.86M
|
+$107K
|
+499
|
+1%
|
|
