|
1951
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$856K
|
-$44.1K
|
-271
|
-4%
|
|
|
1952
|
Regatta Capital Group
El Segundo,
California
|
$856K
|
-$6.5K
|
-40
|
-0.7%
|
|
|
1953
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$855K
|
-$8.13K
|
-50
|
-58%
|
|
|
1954
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$855K
|
-$9.92K
|
-61
|
-1%
|
|
|
1955
|
Professional Advisory Services
Vero Beach,
Florida
|
$854K
|
–
|
–
|
–
|
|
|
1956
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$851K
|
–
|
–
|
–
|
|
|
1957
|
Round Rock Advisors
Wilton,
Connecticut
|
$851K
|
-$119K
|
-732
|
-11%
|
|
|
1958
|
Greatmark Investment Partners
Columbus,
Georgia
|
$850K
|
-$13.8K
|
-85
|
-1%
|
|
|
1959
|
Leslie Global Wealth
Itasca,
Illinois
|
$849K
|
+$16.9K
|
+104
|
+2%
|
|
|
1960
|
LOM Asset Management
Hamilton,
|
$846K
|
+$14.3K
|
+88
|
+2%
|
|
|
1961
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$846K
|
+$260K
|
+1,599
|
+39%
|
|
|
1962
|
Birch Financial Group
Keene,
New Hampshire
|
$845K
|
+$176K
|
+1,080
|
+23%
|
|
|
1963
|
Graham Capital Management
Rowayton,
Connecticut
|
$844K
|
+$933K
|
+5,739
|
New
|
|
|
1964
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$844K
|
-$12K
|
-74
|
-1%
|
|
|
1965
|
Exchange Bank
Santa Rosa,
California
|
$843K
|
-$90.1K
|
-554
|
-9%
|
|
|
1966
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$842K
|
-$3.25K
|
-20
|
-0.3%
|
|
|
1967
|
Hollencrest Capital Management
Newport Beach,
California
|
$840K
|
-$113K
|
-696
|
-11%
|
|
|
1968
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$840K
|
+$32.5K
|
+200
|
+4%
|
|
|
1969
|
Titan Investment Solutions
London,
|
$840K
|
+$928K
|
+5,707
|
New
|
|
|
1970
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$839K
|
–
|
–
|
–
|
|
|
1971
|
PGIM Custom Harvest
Newark,
New Jersey
|
$837K
|
-$320K
|
-1,968
|
-26%
|
|
|
1972
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$832K
|
-$505K
|
-3,104
|
-35%
|
|
|
1973
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$832K
|
+$132K
|
+814
|
+17%
|
|
|
1974
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$832K
|
+$744K
|
+4,577
|
+425%
|
|
|
1975
|
Howland Capital Management
Boston,
Massachusetts
|
$830K
|
-$242K
|
-1,491
|
-21%
|
|
