|
1951
|
Carlson Capital Management
Northfield,
Minnesota
|
$767K
|
+$23.3K
|
+526
|
+3%
|
|
|
1952
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$765K
|
–
|
–
|
–
|
|
|
1953
|
Highlander Capital Management
Short Hills,
New Jersey
|
$764K
|
–
|
–
|
–
|
|
|
1954
|
Capital International Sarl
Los Angeles,
California
|
$759K
|
-$47.3K
|
-1,067
|
-6%
|
|
|
1955
|
|
$759K
|
+$420K
|
+9,489
|
+116%
|
|
|
1956
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$755K
|
-$3.9K
|
-88
|
-0.5%
|
|
|
1957
|
Sara-Bay Financial
Sarasota,
Florida
|
$751K
|
+$10.7K
|
+242
|
+1%
|
|
|
1958
|
Investment Advisory Services
The Woodlands,
Texas
|
$750K
|
-$3.19K
|
-72
|
-0.4%
|
|
|
1959
|
Edge Capital Group
Atlanta,
Georgia
|
$748K
|
-$250K
|
-5,646
|
-25%
|
|
|
1960
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$747K
|
-$3.14M
|
-70,809
|
-80%
|
|
|
1961
|
AIMZ Investment Advisors
Los Altos,
California
|
$747K
|
+$6.33K
|
+143
|
+0.8%
|
|
|
1962
|
HUB Investment Partners
Austin,
Texas
|
$745K
|
-$110K
|
-2,484
|
-13%
|
|
|
1963
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$744K
|
+$1.51K
|
+34
|
+0.2%
|
|
|
1964
|
Childress Capital Advisors
Houston,
Texas
|
$744K
|
+$178K
|
+4,019
|
+30%
|
|
|
1965
|
Lafayette Investments
Ashton,
Maryland
|
$741K
|
–
|
–
|
–
|
|
|
1966
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$741K
|
+$4.78K
|
+108
|
+0.6%
|
|
|
1967
|
Magnolia Capital Management
Cold Spring,
New York
|
$740K
|
+$762K
|
+17,200
|
New
|
|
|
1968
|
Center for Financial Planning
Southfied,
Michigan
|
$734K
|
+$13.9K
|
+313
|
+2%
|
|
|
1969
|
Garner Asset Management Corp
Plano,
Texas
|
$732K
|
+$620
|
+14
|
+0.1%
|
|
|
1970
|
Allen Investment Management
New York
|
$730K
|
–
|
–
|
–
|
|
|
1971
|
Collective Family Office
York,
Pennsylvania
|
$729K
|
-$65.7K
|
-1,484
|
-8%
|
|
|
1972
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$729K
|
-$6.96K
|
-157
|
-0.9%
|
|
|
1973
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$727K
|
+$749K
|
+16,902
|
New
|
|
|
1974
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$726K
|
+$2.21K
|
+50
|
+0.3%
|
|
|
1975
|
Windsor Capital Management
Phoenix,
Arizona
|
$725K
|
-$41.1K
|
-928
|
-5%
|
|
