|
1951
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$480K
|
-$29.6K
|
-1,093
|
-6%
|
|
|
1952
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$480K
|
+$7.08K
|
+261
|
+1%
|
|
|
1953
|
Redmond Asset Management
Henrico,
Virginia
|
$480K
|
+$490K
|
+18,083
|
New
|
|
|
1954
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$477K
|
-$62.9K
|
-2,320
|
-11%
|
|
|
1955
|
Callan Capital
La Jolla,
California
|
$476K
|
+$32.8K
|
+1,209
|
+7%
|
|
|
1956
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$476K
|
-$693K
|
-25,560
|
-59%
|
|
|
1957
|
CMG Global Holdings
Plano,
Texas
|
$475K
|
+$79.4K
|
+2,927
|
+19%
|
|
|
1958
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$475K
|
-$2.52K
|
-93
|
-0.5%
|
|
|
1959
|
MCF Advisors
Covington,
Kentucky
|
$475K
|
-$13.9K
|
-511
|
-3%
|
|
|
1960
|
First Bancorp
Damariscotta,
Maine
|
$473K
|
+$9.79K
|
+361
|
+2%
|
|
|
1961
|
Northwest Bank & Trust
Davenport,
Iowa
|
$472K
|
-$1.36K
|
-50
|
-0.3%
|
|
|
1962
|
Capital Fund Management (CFM)
Paris,
France
|
$472K
|
-$38M
|
-1,400,647
|
-99%
|
|
|
1963
|
Platform Technology Partners
New York
|
$471K
|
-$131K
|
-4,821
|
-21%
|
|
|
1964
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$471K
|
-$16.1K
|
-593
|
-3%
|
|
|
1965
|
Augustine Asset Management
Jacksonville,
Florida
|
$470K
|
+$481K
|
+17,720
|
New
|
|
|
1966
|
Iconiq Capital
San Francisco,
California
|
$470K
|
+$243K
|
+8,967
|
+103%
|
|
|
1967
|
Prentice Wealth Management
Rochester,
New York
|
$469K
|
+$40.2K
|
+1,481
|
+9%
|
|
|
1968
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$469K
|
-$11.6K
|
-428
|
-2%
|
|
|
1969
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$469K
|
-$342K
|
-12,626
|
-42%
|
|
|
1970
|
Concord Wealth Partners
Abingdon,
Virginia
|
$468K
|
+$343K
|
+12,638
|
+253%
|
|
|
1971
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$468K
|
+$30.2K
|
+1,114
|
+7%
|
|
|
1972
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$467K
|
-$8.95K
|
-330
|
-2%
|
|
|
1973
|
Park Circle Company
Baltimore,
Maryland
|
$467K
|
–
|
–
|
–
|
|
|
1974
|
Cornerstone Capital
Palo Alto,
California
|
$467K
|
-$24.2K
|
-891
|
-5%
|
|
|
1975
|
Wallace Advisory Group
Lafayette,
California
|
$467K
|
+$16.7K
|
+616
|
+4%
|
|
