|
1951
|
KWB Wealth
Redlands,
California
|
$1.1M
|
+$663
|
+4
|
+0.1%
|
|
|
1952
|
Madden Securities
Dallas,
Texas
|
$1.1M
|
-$75K
|
-452
|
-7%
|
|
|
1953
|
Birch Capital Management
Dallas,
Texas
|
$1.09M
|
-$71.8K
|
-433
|
-6%
|
|
|
1954
|
Weatherly Asset Management
Del Mar,
California
|
$1.09M
|
+$139K
|
+837
|
+15%
|
|
|
1955
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$1.09M
|
+$1.07M
|
+6,435
|
New
|
|
|
1956
|
Broadwater Capital
Boston,
Massachusetts
|
$1.09M
|
+$1.07M
|
+6,430
|
New
|
|
|
1957
|
Carson Advisory
Athens,
Georgia
|
$1.09M
|
+$1.99K
|
+12
|
+0.2%
|
|
|
1958
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.09M
|
-$61.2K
|
-369
|
-5%
|
|
|
1959
|
Foster & Motley
Cincinnati,
Ohio
|
$1.09M
|
-$54.9K
|
-331
|
-5%
|
|
|
1960
|
One Capital Management
Westlake Village,
California
|
$1.08M
|
-$4.64K
|
-28
|
-0.4%
|
|
|
1961
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.08M
|
+$2.16K
|
+13
|
+0.2%
|
|
|
1962
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.08M
|
-$9.95K
|
-60
|
-0.9%
|
|
|
1963
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$1.08M
|
-$40.3K
|
-243
|
-4%
|
|
|
1964
|
Members Trust
Tampa,
Florida
|
$1.08M
|
-$16.1K
|
-97
|
-1%
|
|
|
1965
|
Penserra Capital Management
Orinda,
California
|
$1.08M
|
-$223K
|
-1,345
|
-17%
|
|
|
1966
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.08M
|
-$23.1K
|
-139
|
-2%
|
|
|
1967
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$1.08M
|
-$210K
|
-1,266
|
-17%
|
|
|
1968
|
Bray Capital Advisors
Naples,
Florida
|
$1.08M
|
+$166
|
+1
|
+0%
|
|
|
1969
|
Custos Family Office
Austin,
Texas
|
$1.07M
|
–
|
–
|
–
|
|
|
1970
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.07M
|
-$24.5K
|
-148
|
-2%
|
|
|
1971
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.07M
|
–
|
–
|
–
|
|
|
1972
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$1.07M
|
+$33.5K
|
+202
|
+3%
|
|
|
1973
|
Tevis Investment Management
Plano,
Texas
|
$1.07M
|
+$2.49K
|
+15
|
+0.2%
|
|
|
1974
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.07M
|
+$62K
|
+374
|
+6%
|
|
|
1975
|
Hoey Investments
Coatesville,
Pennsylvania
|
$1.07M
|
-$31.2K
|
-188
|
-3%
|
|
