|
1951
|
Peregrine Asset Advisers
Portland,
Oregon
|
$607K
|
–
|
–
|
–
|
|
|
1952
|
Ion Asset Management
Herzliya,
Israel
|
$606K
|
+$147K
|
+1,100
|
+36%
|
|
|
1953
|
Hardy Reed
Tupelo,
Mississippi
|
$606K
|
+$14.7K
|
+110
|
+3%
|
|
|
1954
|
Harbor Group
Bedford,
New Hampshire
|
$606K
|
–
|
–
|
–
|
|
|
1955
|
Cozad Asset Management
Champaign,
Illinois
|
$605K
|
-$2.8K
|
-21
|
-0.5%
|
|
|
1956
|
Westport Asset Management
Southport,
Connecticut
|
$603K
|
–
|
–
|
–
|
|
|
1957
|
Members Trust
Tampa,
Florida
|
$600K
|
+$87.8K
|
+659
|
+19%
|
|
|
1958
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$599K
|
-$20.1K
|
-151
|
-4%
|
|
|
1959
|
One Plus One Wealth Management
Jupiter,
Florida
|
$599K
|
–
|
–
|
–
|
|
|
1960
|
Verum Partners
Charlotte,
North Carolina
|
$598K
|
+$9.73K
|
+73
|
+2%
|
|
|
1961
|
J.W. Coons Advisors
Columbus,
Ohio
|
$596K
|
-$3.73K
|
-28
|
-0.7%
|
|
|
1962
|
Broadwater Capital
Boston,
Massachusetts
|
$595K
|
+$78.7M
|
+590,521
|
+14,502%
|
|
|
1963
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$593K
|
+$541K
|
+4,064
|
New
|
|
|
1964
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$593K
|
-$27.8K
|
-209
|
-5%
|
|
|
1965
|
Savoie Capital
Chicago,
Illinois
|
$590K
|
–
|
–
|
–
|
|
|
1966
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$590K
|
+$538K
|
+4,041
|
New
|
|
|
1967
|
Investment House LLC
Redondo Beach,
California
|
$590K
|
–
|
–
|
–
|
|
|
1968
|
Readystate Asset Management
Chicago,
Illinois
|
$590K
|
+$538K
|
+4,040
|
New
|
|
|
1969
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$587K
|
+$400
|
+3
|
+0.1%
|
|
|
1970
|
United Advisor Group
Cincinnati,
Ohio
|
$586K
|
-$25K
|
-188
|
-4%
|
|
|
1971
|
Counterweight Ventures
Wilmington,
North Carolina
|
$586K
|
+$10.7K
|
+80
|
+2%
|
|
|
1972
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$584K
|
–
|
–
|
–
|
|
|
1973
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$584K
|
–
|
–
|
–
|
|
|
1974
|
Womack Financial
Dallas,
Texas
|
$583K
|
+$266
|
+2
|
+0.1%
|
|
|
1975
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$582K
|
-$8.93K
|
-67
|
-2%
|
|
