|
1951
|
Columbus Macro
New Castle,
Pennsylvania
|
$310K
|
–
|
–
|
–
|
|
|
1952
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$308K
|
-$2.88K
|
-10
|
-0.9%
|
|
|
1953
|
Plimoth Trust
Plymouth,
Massachusetts
|
$307K
|
-$7.2K
|
-25
|
-2%
|
|
|
1954
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$307K
|
+$27.1K
|
+94
|
+10%
|
|
|
1955
|
KWMG LLC
Overland Park,
Kansas
|
$306K
|
-$3.17K
|
-11
|
-1%
|
|
|
1956
|
Ategra Capital Management
Vienna,
Virginia
|
$306K
|
-$30.8K
|
-107
|
-9%
|
|
|
1957
|
Ballast Inc
Lexington,
Kentucky
|
$304K
|
–
|
–
|
–
|
|
|
1958
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$304K
|
+$222K
|
+770
|
+289%
|
|
|
1959
|
Stockman Wealth Management
Billings,
Montana
|
$304K
|
+$298K
|
+1,036
|
New
|
|
|
1960
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$299K
|
+$294K
|
+1,021
|
New
|
|
|
1961
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$298K
|
-$72K
|
-250
|
-20%
|
|
|
1962
|
Cobiz Wealth
Denver,
Colorado
|
$298K
|
–
|
–
|
–
|
|
|
1963
|
Tanglewood Wealth Management
Houston,
Texas
|
$298K
|
–
|
–
|
–
|
|
|
1964
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$295K
|
+$14.1K
|
+49
|
+5%
|
|
|
1965
|
Adell Harriman & Carpenter
Houston,
Texas
|
$294K
|
+$19.9K
|
+69
|
+7%
|
|
|
1966
|
Nomura Asset Management
Tokyo,
Japan
|
$293K
|
-$144K
|
-500
|
-33%
|
|
|
1967
|
Acima Private Wealth
Richmond,
Virginia
|
$293K
|
–
|
–
|
–
|
|
|
1968
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$293K
|
–
|
–
|
–
|
|
|
1969
|
Pure Financial Advisors
San Diego,
California
|
$292K
|
–
|
–
|
–
|
|
|
1970
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$292K
|
+$3.17K
|
+11
|
+1%
|
|
|
1971
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$292K
|
+$287K
|
+996
|
New
|
|
|
1972
|
Gargoyle Investment Advisor
Englewood,
New Jersey
|
$290K
|
+$15.8K
|
+55
|
+6%
|
|
|
1973
|
WESPAC Advisors SoCal
Pasadena,
California
|
$290K
|
+$18.1K
|
+63
|
+7%
|
|
|
1974
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$289K
|
-$4.54M
|
-15,751
|
-94%
|
|
|
1975
|
Private Capital Advisors
Darien,
Connecticut
|
$285K
|
–
|
–
|
–
|
|
