|
1951
|
RIA Advisory Group
Des Moines,
Iowa
|
$1.09M
|
+$1.11M
|
+6,432
|
New
|
|
|
1952
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.09M
|
-$15.5K
|
-90
|
-1%
|
|
|
1953
|
NWF Advisory Services
Los Angeles,
California
|
$1.09M
|
-$8.25K
|
-48
|
-0.7%
|
|
|
1954
|
Hudson Value Partners
Palm Beach,
Florida
|
$1.09M
|
+$59.3K
|
+345
|
+6%
|
|
|
1955
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$1.09M
|
–
|
–
|
–
|
|
|
1956
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.09M
|
+$11.9K
|
+69
|
+1%
|
|
|
1957
|
Spirepoint Private Client
Vero Beach,
Florida
|
$1.09M
|
-$2.75K
|
-16
|
-0.2%
|
|
|
1958
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1.09M
|
-$43.8K
|
-255
|
-4%
|
|
|
1959
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.09M
|
+$781K
|
+4,546
|
+247%
|
|
|
1960
|
New England Research & Management
Chicago,
Illinois
|
$1.09M
|
-$411K
|
-2,395
|
-27%
|
|
|
1961
|
Custos Family Office
Austin,
Texas
|
$1.09M
|
+$13.4K
|
+78
|
+1%
|
|
|
1962
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$1.08M
|
-$12.4K
|
-72
|
-1%
|
|
|
1963
|
Members Trust
Tampa,
Florida
|
$1.08M
|
-$17.2K
|
-100
|
-2%
|
|
|
1964
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.08M
|
-$68.5K
|
-399
|
-6%
|
|
|
1965
|
Atomi Financial Group
New York
|
$1.08M
|
+$8.42K
|
+49
|
+0.8%
|
|
|
1966
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.08M
|
+$78K
|
+454
|
+8%
|
|
|
1967
|
Shum Financial Group
Alameda,
California
|
$1.07M
|
+$1.1M
|
+6,378
|
New
|
|
|
1968
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.07M
|
-$97.6K
|
-568
|
-8%
|
|
|
1969
|
Bray Capital Advisors
Naples,
Florida
|
$1.07M
|
+$172
|
+1
|
+0%
|
|
|
1970
|
First City Capital Management
Savannah,
Georgia
|
$1.07M
|
–
|
–
|
–
|
|
|
1971
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$1.07M
|
–
|
–
|
–
|
|
|
1972
|
Matrix Trust Company
Denver,
Colorado
|
$1.07M
|
-$24.2K
|
-141
|
-2%
|
|
|
1973
|
First County Bank
Stamford,
Connecticut
|
$1.07M
|
+$60.3K
|
+351
|
+6%
|
|
|
1974
|
Machina Capital
Paris,
France
|
$1.07M
|
+$706K
|
+4,108
|
+190%
|
|
|
1975
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.07M
|
+$103K
|
+602
|
+11%
|
|
