|
1951
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$507K
|
+$1.35K
|
+10
|
+0.2%
|
|
|
1952
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$507K
|
+$14.7K
|
+109
|
+3%
|
|
|
1953
|
Rational Advisors
Huntington,
New York
|
$504K
|
+$51.6K
|
+382
|
+10%
|
|
|
1954
|
Summitry LLC
Foster City,
California
|
$503K
|
-$6.76K
|
-50
|
-1%
|
|
|
1955
|
Jupiter Investment Management
London,
United Kingdom
|
$502K
|
-$65.3M
|
-483,534
|
-99%
|
|
|
1956
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$502K
|
-$9.87K
|
-73
|
-2%
|
|
|
1957
|
Hourglass Capital
Houston,
Texas
|
$501K
|
–
|
–
|
–
|
|
|
1958
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$500K
|
-$54.2K
|
-401
|
-9%
|
|
|
1959
|
Landaas & Company
Milwaukee,
Wisconsin
|
$498K
|
+$2.03K
|
+15
|
+0.4%
|
|
|
1960
|
Rice Hall James & Associates
San Diego,
California
|
$494K
|
-$34.2K
|
-253
|
-6%
|
|
|
1961
|
Clearstead Trust
Portland,
Maine
|
$493K
|
-$130K
|
-965
|
-19%
|
|
|
1962
|
CWA Asset Management Group
Naples,
Florida
|
$492K
|
-$135
|
-1
|
-0%
|
|
|
1963
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$492K
|
+$26.4K
|
+195
|
+5%
|
|
|
1964
|
GFS Advisors
Houston,
Texas
|
$490K
|
-$2.23M
|
-16,475
|
-80%
|
|
|
1965
|
Vicus Capital
State College,
Pennsylvania
|
$489K
|
+$15K
|
+111
|
+3%
|
|
|
1966
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$488K
|
-$34.5K
|
-255
|
-7%
|
|
|
1967
|
Resource Planning Group
Atlanta,
Georgia
|
$486K
|
+$541
|
+4
|
+0.1%
|
|
|
1968
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$486K
|
+$189K
|
+1,396
|
+53%
|
|
|
1969
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$482K
|
-$12.9M
|
-95,652
|
-96%
|
|
|
1970
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$482K
|
–
|
–
|
–
|
|
|
1971
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$481K
|
-$25.7K
|
-190
|
-5%
|
|
|
1972
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$480K
|
+$64.2K
|
+475
|
+13%
|
|
|
1973
|
Doliver Advisors
Houston,
Texas
|
$479K
|
+$124K
|
+920
|
+35%
|
|
|
1974
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$478K
|
-$12.4K
|
-92
|
-2%
|
|
|
1975
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$478K
|
-$3.78K
|
-28
|
-0.8%
|
|
