|
1951
|
Alpha Family Trust
Los Angeles,
California
|
$414K
|
–
|
–
|
–
|
|
|
1952
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$413K
|
–
|
–
|
–
|
|
|
1953
|
Orion Investment Company
St. Louis,
Missouri
|
$413K
|
–
|
–
|
–
|
|
|
1954
|
Westside Investment Management
Santa Monica,
California
|
$413K
|
-$2.7K
|
-107
|
-0.6%
|
|
|
1955
|
Alpha Cubed Investments
Irvine,
California
|
$412K
|
-$29.4K
|
-1,164
|
-7%
|
|
|
1956
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$412K
|
+$132K
|
+5,243
|
+46%
|
|
|
1957
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$411K
|
-$3.08K
|
-122
|
-0.7%
|
|
|
1958
|
MBL Wealth
Charlotte,
North Carolina
|
$411K
|
+$54K
|
+2,142
|
+15%
|
|
|
1959
|
Chilton Capital Management
Houston,
Texas
|
$410K
|
-$1.6M
|
-63,537
|
-79%
|
|
|
1960
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$409K
|
-$5.83K
|
-231
|
-1%
|
|
|
1961
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$409K
|
-$311K
|
-12,320
|
-43%
|
|
|
1962
|
NIA Impact Advisors
Berkeley,
California
|
$409K
|
+$62.1K
|
+2,461
|
+18%
|
|
|
1963
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$408K
|
-$295K
|
-11,700
|
-42%
|
|
|
1964
|
Element Wealth
Ridgeland,
Mississippi
|
$407K
|
-$9.2K
|
-365
|
-2%
|
|
|
1965
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$407K
|
+$504
|
+20
|
+0.1%
|
|
|
1966
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$406K
|
+$411K
|
+16,314
|
New
|
|
|
1967
|
Versant Capital Management
Phoenix,
Arizona
|
$406K
|
-$381K
|
-15,094
|
-48%
|
|
|
1968
|
KFA Private Wealth Group
Tysons,
Virginia
|
$405K
|
+$127K
|
+5,055
|
+45%
|
|
|
1969
|
Financial Engines Advisors
Santa Clara,
California
|
$404K
|
-$99.6K
|
-3,949
|
-20%
|
|
|
1970
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$403K
|
+$5.67K
|
+225
|
+1%
|
|
|
1971
|
OneFund LLC
Saint Petersburg,
Florida
|
$403K
|
+$23K
|
+914
|
+6%
|
|
|
1972
|
MKT Advisors
Escondido,
California
|
$403K
|
-$20K
|
-794
|
-5%
|
|
|
1973
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
$401K
|
+$406K
|
+16,115
|
New
|
|
|
1974
|
Voleon Capital Management
Berkeley,
California
|
$401K
|
-$3.87M
|
-153,602
|
-91%
|
|
|
1975
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$401K
|
+$69.8K
|
+2,768
|
+21%
|
|
