|
1951
|
Foundry Financial
Pasadena,
California
|
$4.94M
|
+$4.42M
|
+6,090
|
+1,160%
|
|
|
1952
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.94M
|
+$243K
|
+335
|
+5%
|
|
|
1953
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$4.94M
|
-$183K
|
-252
|
-4%
|
|
|
1954
|
Teucrium Investment Advisors
Burlington,
Vermont
|
$4.94M
|
+$4.79M
|
+6,610
|
New
|
|
|
1955
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$4.94M
|
-$339K
|
-468
|
-7%
|
|
|
1956
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$4.93M
|
-$129K
|
-178
|
-3%
|
|
|
1957
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$4.92M
|
-$763K
|
-1,052
|
-14%
|
|
|
1958
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.92M
|
+$431K
|
+594
|
+10%
|
|
|
1959
|
Semus Wealth Partners
Boca Raton,
Florida
|
$4.91M
|
-$47.1K
|
-65
|
-1%
|
|
|
1960
|
Towerpoint Wealth
Sacramento,
California
|
$4.91M
|
+$445K
|
+614
|
+10%
|
|
|
1961
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.91M
|
+$135K
|
+186
|
+3%
|
|
|
1962
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$4.9M
|
+$21K
|
+29
|
+0.4%
|
|
|
1963
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.9M
|
-$6.88M
|
-9,486
|
-59%
|
|
|
1964
|
Alpha Capital Management
Austin,
Texas
|
$4.89M
|
-$223K
|
-308
|
-4%
|
|
|
1965
|
KKM Financial
Chicago,
Illinois
|
$4.89M
|
-$2.07M
|
-2,856
|
-30%
|
|
|
1966
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$4.89M
|
-$430K
|
-593
|
-8%
|
|
|
1967
|
Arcus Capital Partners
Atlanta,
Georgia
|
$4.88M
|
+$573K
|
+790
|
+14%
|
|
|
1968
|
Pincus Capital Management
New York
|
$4.88M
|
–
|
–
|
–
|
|
|
1969
|
Avalon Trust
Santa Fe,
New Mexico
|
$4.88M
|
-$109K
|
-150
|
-2%
|
|
|
1970
|
M.E. Allison & Co
San Antonio,
Texas
|
$4.87M
|
-$196K
|
-270
|
-4%
|
|
|
1971
|
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
|
$4.87M
|
–
|
–
|
–
|
|
|
1972
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$4.86M
|
–
|
–
|
–
|
|
|
1973
|
Senator Investment Group
New York
|
$4.85M
|
+$2.54M
|
+3,500
|
+117%
|
|
|
1974
|
Stephenson & Company
San Clemente,
California
|
$4.85M
|
+$105K
|
+145
|
+2%
|
|
|
1975
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$4.84M
|
-$86.3K
|
-119
|
-2%
|
|
