|
1951
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.19M
|
–
|
–
|
–
|
|
|
1952
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.18M
|
+$1.21M
|
+2,751
|
New
|
|
|
1953
|
Asset Management Corp
Northbrook,
Illinois
|
$1.18M
|
-$73.2K
|
-166
|
-6%
|
|
|
1954
|
Balentine LLC
Atlanta,
Georgia
|
$1.18M
|
+$661K
|
+1,499
|
+120%
|
|
|
1955
|
American Century Companies
Kansas City,
Missouri
|
$1.18M
|
+$1.21M
|
+2,747
|
New
|
|
|
1956
|
Quest Capital Management
Dallas,
Texas
|
$1.17M
|
-$36.2K
|
-82
|
-3%
|
|
|
1957
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.17M
|
-$15.4K
|
-35
|
-1%
|
|
|
1958
|
Appleton Group
Appleton,
Wisconsin
|
$1.17M
|
+$3.97K
|
+9
|
+0.3%
|
|
|
1959
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.17M
|
+$367K
|
+831
|
+44%
|
|
|
1960
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.16M
|
-$1.32M
|
-2,994
|
-53%
|
|
|
1961
|
Sassicaia Capital Advisers
Jericho,
New York
|
$1.16M
|
-$5.23M
|
-11,866
|
-81%
|
|
|
1962
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1.15M
|
–
|
–
|
–
|
|
|
1963
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.15M
|
+$7.06K
|
+16
|
+0.6%
|
|
|
1964
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$1.15M
|
-$104K
|
-236
|
-8%
|
|
|
1965
|
SWMG LLC
Fort Worth,
Texas
|
$1.15M
|
+$552K
|
+1,251
|
+87%
|
|
|
1966
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$1.15M
|
-$12.5M
|
-28,291
|
-91%
|
|
|
1967
|
McCutchen Group
Seattle,
Washington
|
$1.14M
|
-$9.26K
|
-21
|
-0.8%
|
|
|
1968
|
Affinity Capital Advisors
Berkeley,
California
|
$1.14M
|
+$47.2K
|
+107
|
+4%
|
|
|
1969
|
KLK Capital Management
Los Angeles,
California
|
$1.14M
|
+$769K
|
+1,743
|
+190%
|
|
|
1970
|
Vestor Capital
Chicago,
Illinois
|
$1.14M
|
+$67.9K
|
+154
|
+6%
|
|
|
1971
|
Excalibur Management
Waltham,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
|
1972
|
Tempus Wealth Planning
Irvine,
California
|
$1.14M
|
+$206K
|
+466
|
+21%
|
|
|
1973
|
Dearborn Partners
Chicago,
Illinois
|
$1.13M
|
+$7.06K
|
+16
|
+0.6%
|
|
|
1974
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$1.13M
|
+$382K
|
+865
|
+49%
|
|
|
1975
|
F3Logic
Burnsville,
Minnesota
|
$1.13M
|
-$774K
|
-1,755
|
-40%
|
|
