|
1951
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$207K
|
+$204K
|
+2,239
|
New
|
|
|
1952
|
BankPlus Trust Department
Jackson,
Mississippi
|
$206K
|
–
|
–
|
–
|
|
|
1953
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$206K
|
-$13K
|
-143
|
-6%
|
|
|
1954
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$206K
|
-$28.9K
|
-317
|
-12%
|
|
|
1955
|
Tumwater Wealth Management
Boise,
Idaho
|
$206K
|
–
|
–
|
–
|
|
|
1956
|
Asset Management Group
Stamford,
Connecticut
|
$205K
|
-$6.57K
|
-72
|
-3%
|
|
|
1957
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$205K
|
–
|
–
|
–
|
|
|
1958
|
WorthPointe
La Jolla,
California
|
$204K
|
-$274
|
-3
|
-0.1%
|
|
|
1959
|
Safeguard Investment Advisory Group
Corona,
California
|
$204K
|
+$456
|
+5
|
+0.2%
|
|
|
1960
|
Aspire Capital Advisors
Seattle,
Washington
|
$204K
|
+$638
|
+7
|
+0.3%
|
|
|
1961
|
Granite Harbor Advisors
Houston,
Texas
|
$204K
|
+$730
|
+8
|
+0.4%
|
|
|
1962
|
Rydar Equities
Weatherford,
Texas
|
$204K
|
+$184K
|
+2,015
|
New
|
|
|
1963
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$203K
|
+$638
|
+7
|
+0.3%
|
|
|
1964
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$203K
|
-$856K
|
-9,392
|
-81%
|
|
|
1965
|
Meyer Handelman Company
Rye Brook,
New York
|
$203K
|
–
|
–
|
–
|
|
|
1966
|
CTC Alternative Strategies
Chicago,
Illinois
|
$203K
|
+$201K
|
+2,200
|
New
|
|
|
1967
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$203K
|
-$36.6K
|
-401
|
-15%
|
|
|
1968
|
Blue Edge Capital
Richmond,
Virginia
|
$203K
|
–
|
–
|
–
|
|
|
1969
|
First Financial Bankshares
Abilene,
Texas
|
$202K
|
-$7.93K
|
-87
|
-4%
|
|
|
1970
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$200K
|
-$730
|
-8
|
-0.4%
|
|
|
1971
|
R.W. Roge & Company
Bohemia,
New York
|
$200K
|
–
|
–
|
–
|
|
|
1972
|
|
$200K
|
–
|
–
|
–
|
|
|
1973
|
Hendershot Investments
Centreville,
Virginia
|
$200K
|
–
|
–
|
–
|
|
|
1974
|
LRI Investments
Palm Beach Gardens,
Florida
|
$199K
|
-$228K
|
-2,498
|
-54%
|
|
|
1975
|
Gilpin Wealth Management
Denver,
Colorado
|
$198K
|
-$3.1K
|
-34
|
-2%
|
|
