|
1951
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$204K
|
-$3.99K
|
-21
|
-2%
|
|
|
1952
|
Virtue Asset Management
Barrington,
Illinois
|
$204K
|
–
|
–
|
–
|
|
|
1953
|
Private Management Group
Irvine,
California
|
$203K
|
–
|
–
|
–
|
|
|
1954
|
Northwest Financial Advisors
Herndon,
Virginia
|
$203K
|
-$792K
|
-4,174
|
-80%
|
|
|
1955
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$203K
|
-$67.2K
|
-354
|
-25%
|
|
|
1956
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$201K
|
+$199K
|
+1,050
|
New
|
|
|
1957
|
Tannin Capital
Charlotte,
North Carolina
|
$201K
|
+$199K
|
+1,050
|
New
|
|
|
1958
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$201K
|
+$199K
|
+1,049
|
New
|
|
|
1959
|
Novem Group
Rochester,
New York
|
$201K
|
+$199K
|
+1,047
|
New
|
|
|
1960
|
EPG Wealth Management
Atlanta,
Georgia
|
$200K
|
+$76.3K
|
+402
|
+63%
|
|
|
1961
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$199K
|
+$2.85K
|
+15
|
+1%
|
|
|
1962
|
Copia Wealth Management
Bend,
Oregon
|
$195K
|
+$150K
|
+788
|
+341%
|
|
|
1963
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$188K
|
+$9.68K
|
+51
|
+5%
|
|
|
1964
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$187K
|
+$19K
|
+100
|
+11%
|
|
|
1965
|
Evelyn Partners Investment Management
London,
|
$187K
|
–
|
–
|
–
|
|
|
1966
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$186K
|
–
|
–
|
–
|
|
|
1967
|
Coastline Trust
Providence,
Rhode Island
|
$181K
|
-$289K
|
-1,520
|
-62%
|
|
|
1968
|
McIlrath & Eck
Arlington,
Washington
|
$181K
|
+$158K
|
+833
|
+757%
|
|
|
1969
|
Blue Trust Inc
Alpharetta,
Georgia
|
$171K
|
+$164K
|
+866
|
+3,093%
|
|
|
1970
|
Oakworth Capital
Birmingham,
Alabama
|
$170K
|
–
|
–
|
–
|
|
|
1971
|
CVA Family Office
Denver,
Colorado
|
$167K
|
-$4.75K
|
-25
|
-3%
|
|
|
1972
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$163K
|
-$163K
|
-860
|
-50%
|
|
|
1973
|
Group One Trading
Chicago,
Illinois
|
$156K
|
+$155K
|
+814
|
New
|
|
|
1974
|
Family Management
New York
|
$155K
|
+$153K
|
+807
|
New
|
|
|
1975
|
Y.D. More Investments
Ramat Gan,
Israel
|
$154K
|
–
|
–
|
–
|
|
