|
1951
|
Sentry LLC
Memphis,
Tennessee
|
$1.67M
|
–
|
–
|
–
|
|
|
1952
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.67M
|
-$42.3K
|
-259
|
-2%
|
|
|
1953
|
Childress Capital Advisors
Houston,
Texas
|
$1.67M
|
+$291K
|
+1,780
|
+20%
|
|
|
1954
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.67M
|
+$174K
|
+1,069
|
+11%
|
|
|
1955
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$1.67M
|
+$3.92K
|
+24
|
+0.2%
|
|
|
1956
|
Denali Advisors
San Diego,
California
|
$1.67M
|
-$907K
|
-5,557
|
-35%
|
|
|
1957
|
West Michigan Advisors
Holland,
Michigan
|
$1.66M
|
+$61.2K
|
+375
|
+4%
|
|
|
1958
|
GoalVest Advisory
New York
|
$1.66M
|
+$36.1K
|
+221
|
+2%
|
|
|
1959
|
WealthShield Partners
Cary,
North Carolina
|
$1.66M
|
-$33.6K
|
-206
|
-2%
|
|
|
1960
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$1.66M
|
–
|
–
|
–
|
|
|
1961
|
Guardian Investment Management
Tiburon,
California
|
$1.66M
|
-$734K
|
-4,500
|
-30%
|
|
|
1962
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$1.66M
|
-$24.3K
|
-149
|
-1%
|
|
|
1963
|
|
$1.65M
|
+$1.69M
|
+10,353
|
New
|
|
|
1964
|
Sterling Wealth Management
Champaign,
Illinois
|
$1.64M
|
+$1.69M
|
+10,324
|
New
|
|
|
1965
|
Samjo Management
New York
|
$1.64M
|
+$197K
|
+1,205
|
+13%
|
|
|
1966
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$1.64M
|
+$6.37K
|
+39
|
+0.4%
|
|
|
1967
|
CVA Family Office
Denver,
Colorado
|
$1.64M
|
-$17.5K
|
-107
|
-1%
|
|
|
1968
|
Isthmus Partners
Madison,
Wisconsin
|
$1.64M
|
+$58.9K
|
+361
|
+4%
|
|
|
1969
|
Hutchinson Capital Management
San Rafael,
California
|
$1.64M
|
-$18.3K
|
-112
|
-1%
|
|
|
1970
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.64M
|
-$54K
|
-331
|
-3%
|
|
|
1971
|
Navalign LLC
Encino,
California
|
$1.63M
|
-$68.1K
|
-417
|
-4%
|
|
|
1972
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.63M
|
+$7.67K
|
+47
|
+0.5%
|
|
|
1973
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$1.63M
|
+$16.2K
|
+99
|
+1%
|
|
|
1974
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.63M
|
-$6.53K
|
-40
|
-0.4%
|
|
|
1975
|
Ames National Corp
Ames,
Iowa
|
$1.63M
|
-$194K
|
-1,190
|
-10%
|
|
