|
1951
|
Richard C. Young & Co
Newport,
Rhode Island
|
$256K
|
-$9.2M
|
-78,567
|
-97%
|
|
|
1952
|
State of Wyoming
Cheyenne,
Wyoming
|
$256K
|
-$5.5K
|
-47
|
-2%
|
|
|
1953
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$256K
|
–
|
–
|
–
|
|
|
1954
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
1955
|
TrinityPoint Wealth
Milford,
Connecticut
|
$255K
|
+$2.81K
|
+24
|
+1%
|
|
|
1956
|
Well Done LLC
Holland,
Michigan
|
$254K
|
+$14.1K
|
+120
|
+5%
|
|
|
1957
|
Maven Securities
St Helier,
Jersey
|
$253K
|
-$76.5K
|
-653
|
-22%
|
|
|
1958
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$253K
|
+$234
|
+2
|
+0.1%
|
|
|
1959
|
Krilogy Financial
St. Louis,
Missouri
|
$253K
|
+$11.1K
|
+95
|
+4%
|
|
|
1960
|
Copperleaf Capital
Raleigh,
North Carolina
|
$252K
|
-$11.6K
|
-99
|
-4%
|
|
|
1961
|
Mizuho Securities
Tokyo,
Japan
|
$252K
|
+$261K
|
+2,227
|
+3,840%
|
|
|
1962
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$251K
|
+$6.21K
|
+53
|
+2%
|
|
|
1963
|
Klingman & Associates
New York
|
$251K
|
+$266K
|
+2,271
|
New
|
|
|
1964
|
ArchPoint Investors
Coral Gables,
Florida
|
$251K
|
+$266K
|
+2,272
|
New
|
|
|
1965
|
Meridiem Investment Management
London,
United Kingdom
|
$250K
|
+$265K
|
+2,265
|
New
|
|
|
1966
|
United Bank (Virginia)
Vienna,
Virginia
|
$248K
|
–
|
–
|
–
|
|
|
1967
|
First National Corp
Rockland,
Massachusetts
|
$248K
|
+$263K
|
+2,245
|
New
|
|
|
1968
|
Bickling Financial Services
Lexington,
Massachusetts
|
$247K
|
-$78.8K
|
-673
|
-23%
|
|
|
1969
|
Evolution Wealth Advisors
Aventura,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
1970
|
Mason Investment Advisory Services
Reston,
Virginia
|
$245K
|
–
|
–
|
–
|
|
|
1971
|
VisionPoint Advisory Group
Dallas,
Texas
|
$245K
|
-$77K
|
-658
|
-24%
|
|
|
1972
|
Renasant Bank
Tupelo,
Mississippi
|
$245K
|
-$9.72K
|
-83
|
-4%
|
|
|
1973
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$245K
|
+$2.69K
|
+23
|
+1%
|
|
|
1974
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$244K
|
–
|
–
|
–
|
|
|
1975
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$244K
|
+$351
|
+3
|
+0.1%
|
|
