|
1951
|
Ballast Inc
Lexington,
Kentucky
|
$226K
|
–
|
–
|
–
|
|
|
1952
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
1953
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$226K
|
+$212K
|
+1,600
|
New
|
|
|
1954
|
Trinity Financial Advisors
Columbus,
Ohio
|
$226K
|
+$212K
|
+1,600
|
New
|
|
|
1955
|
Sciencast Management
Princeton,
New Jersey
|
$225K
|
-$295K
|
-2,230
|
-59%
|
|
|
1956
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$225K
|
+$211K
|
+1,595
|
New
|
|
|
1957
|
Montis Financial
Waltham,
Massachusetts
|
$224K
|
+$227K
|
+1,713
|
New
|
|
|
1958
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$223K
|
+$209K
|
+1,579
|
New
|
|
|
1959
|
Archford Capital Strategies
Swansea,
Illinois
|
$223K
|
+$202K
|
+1,525
|
New
|
|
|
1960
|
AIMZ Investment Advisors
Los Altos,
California
|
$223K
|
+$209K
|
+1,574
|
New
|
|
|
1961
|
Bay Colony Advisors
Concord,
Massachusetts
|
$223K
|
+$209K
|
+1,574
|
New
|
|
|
1962
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$222K
|
-$17.9K
|
-135
|
-8%
|
|
|
1963
|
Sunflower Bank
Dallas,
Texas
|
$222K
|
+$207K
|
+1,566
|
New
|
|
|
1964
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
1965
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$221K
|
+$207K
|
+1,559
|
New
|
|
|
1966
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$220K
|
-$27.6M
|
-208,503
|
-99%
|
|
|
1967
|
Pavion Blue Capital
Newport Beach,
California
|
$218K
|
+$204K
|
+1,538
|
New
|
|
|
1968
|
TRUADVICE
Sarasota,
Florida
|
$218K
|
+$220K
|
+1,663
|
New
|
|
|
1969
|
Perennial Advisors
New York
|
$217K
|
+$203K
|
+1,531
|
New
|
|
|
1970
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$217K
|
+$203K
|
+1,534
|
New
|
|
|
1971
|
Monterey Private Wealth
Monterey,
California
|
$217K
|
+$204K
|
+1,536
|
New
|
|
|
1972
|
Argus Investors Counsel
New York
|
$216K
|
+$202K
|
+1,528
|
New
|
|
|
1973
|
Bank of Marin
Novato,
California
|
$215K
|
+$201K
|
+1,519
|
New
|
|
|
1974
|
Joel Isaacson & Co
New York
|
$215K
|
+$201K
|
+1,519
|
New
|
|
|
1975
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$215K
|
+$202K
|
+1,523
|
New
|
|
