|
1951
|
Russell Investments Group
London,
United Kingdom
|
$541K
|
+$641K
|
+2,100
|
New
|
|
|
1952
|
IMA Advisory Services
Denver,
Colorado
|
$539K
|
+$61K
|
+200
|
+11%
|
|
|
1953
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$538K
|
-$3.66K
|
-12
|
-0.6%
|
|
|
1954
|
PAX Financial Group
San Antonio,
Texas
|
$537K
|
-$195K
|
-640
|
-25%
|
|
|
1955
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$535K
|
-$11.3K
|
-37
|
-2%
|
|
|
1956
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$535K
|
–
|
–
|
–
|
|
|
1957
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$534K
|
+$165K
|
+542
|
+35%
|
|
|
1958
|
Affinity Capital Advisors
Berkeley,
California
|
$534K
|
+$223K
|
+730
|
+64%
|
|
|
1959
|
Cottage Street Advisors
Marion,
Massachusetts
|
$532K
|
+$54.3K
|
+178
|
+9%
|
|
|
1960
|
Provident Investment Management
Novi,
Michigan
|
$530K
|
-$221K
|
-725
|
-26%
|
|
|
1961
|
|
$530K
|
+$3.05K
|
+10
|
+0.5%
|
|
|
1962
|
Physician Wealth Advisors
Midvale,
Utah
|
$528K
|
+$37.5K
|
+123
|
+7%
|
|
|
1963
|
Credit Agricole
Montrouge Cedex,
France
|
$527K
|
+$623K
|
+2,043
|
New
|
|
|
1964
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$525K
|
–
|
–
|
–
|
|
|
1965
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$525K
|
+$622K
|
+2,038
|
New
|
|
|
1966
|
Brio Consultants
San Francisco,
California
|
$524K
|
+$24.4K
|
+80
|
+4%
|
|
|
1967
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$523K
|
-$328K
|
-1,075
|
-35%
|
|
|
1968
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$520K
|
+$616K
|
+2,018
|
New
|
|
|
1969
|
LVW Advisors
Pittsford,
New York
|
$518K
|
-$75K
|
-246
|
-11%
|
|
|
1970
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$518K
|
-$40.3K
|
-132
|
-6%
|
|
|
1971
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$516K
|
-$13.1M
|
-43,099
|
-33%
|
|
|
1972
|
Nomura Asset Management
Tokyo,
Japan
|
$516K
|
+$305K
|
+1,000
|
+100%
|
|
|
1973
|
Stableford Capital II
Scottsdale,
Arizona
|
$516K
|
+$611K
|
+2,003
|
New
|
|
|
1974
|
American Capital Management
New York
|
$515K
|
-$569K
|
-1,867
|
-48%
|
|
|
1975
|
First Personal Financial Services
Charlotte,
North Carolina
|
$515K
|
-$18.3K
|
-60
|
-3%
|
|
