|
1951
|
Garde Capital
Seattle,
Washington
|
$1.18M
|
–
|
–
|
–
|
|
|
1952
|
SummitTX Capital
Fort Worth,
Texas
|
$1.18M
|
-$196K
|
-1,730
|
-16%
|
|
|
1953
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.18M
|
+$2.26K
|
+20
|
+0.2%
|
|
|
1954
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.17M
|
-$103K
|
-910
|
-9%
|
|
|
1955
|
Maridea Wealth Management
Brooklyn,
New York
|
$1.17M
|
+$30.5K
|
+270
|
+3%
|
|
|
1956
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.17M
|
-$56.5K
|
-500
|
-5%
|
|
|
1957
|
Everett Harris & Co
Los Angeles,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
1958
|
Zhang Financial
Portage,
Michigan
|
$1.17M
|
-$116K
|
-1,030
|
-11%
|
|
|
1959
|
Allstate Corporation
Northbrook,
Illinois
|
$1.16M
|
-$15.9M
|
-140,250
|
-94%
|
|
|
1960
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.16M
|
-$84.8K
|
-750
|
-8%
|
|
|
1961
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.16M
|
-$119K
|
-1,050
|
-11%
|
|
|
1962
|
New Republic Capital
Charlotte,
North Carolina
|
$1.16M
|
+$62.2K
|
+550
|
+7%
|
|
|
1963
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.16M
|
+$73.5K
|
+650
|
+8%
|
|
|
1964
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.16M
|
+$490K
|
+4,330
|
+93%
|
|
|
1965
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.16M
|
+$198K
|
+1,750
|
+25%
|
|
|
1966
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$1.15M
|
+$67.8K
|
+600
|
+7%
|
|
|
1967
|
IFC Advisors
Los Angeles,
California
|
$1.15M
|
-$27.1K
|
-240
|
-3%
|
|
|
1968
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.15M
|
+$417K
|
+3,690
|
+75%
|
|
|
1969
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$1.15M
|
+$183K
|
+1,620
|
+20%
|
|
|
1970
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.15M
|
-$6.78K
|
-60
|
-0.7%
|
|
|
1971
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$1.14M
|
+$31.7K
|
+280
|
+3%
|
|
|
1972
|
MJP Associates
Farmington,
Connecticut
|
$1.14M
|
+$201K
|
+1,780
|
+26%
|
|
|
1973
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
|
1974
|
First Foundation Advisors
Irvine,
California
|
$1.14M
|
+$336K
|
+2,970
|
+54%
|
|
|
1975
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.14M
|
-$135K
|
-1,190
|
-12%
|
|
