|
1951
|
Sinecera Capital
Austin,
Texas
|
$1.73M
|
–
|
–
|
–
|
|
|
1952
|
Nomura Asset Management
Tokyo,
Japan
|
$1.73M
|
-$1.05M
|
-2,363
|
-38%
|
|
|
1953
|
Vicus Capital
State College,
Pennsylvania
|
$1.73M
|
-$573K
|
-1,286
|
-8%
|
|
|
1954
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.73M
|
-$489K
|
-1,098
|
-22%
|
|
|
1955
|
Capital World Investors
Los Angeles,
California
|
$1.73M
|
-$3.04M
|
-6,835
|
-65%
|
|
|
1956
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.72M
|
+$464K
|
+1,043
|
+33%
|
|
|
1957
|
360 Financial
Wayzata,
Minnesota
|
$1.72M
|
+$577K
|
+1,295
|
+52%
|
|
|
1958
|
Spring Capital Management
Amarillo,
Texas
|
$1.72M
|
-$21.8K
|
-49
|
-1%
|
|
|
1959
|
BTR Capital Management
Oakland,
California
|
$1.71M
|
-$7.57K
|
-17
|
-0.4%
|
|
|
1960
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.71M
|
+$86.8K
|
+195
|
+5%
|
|
|
1961
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$1.71M
|
+$44.5K
|
+100
|
+3%
|
|
|
1962
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.7M
|
-$78.8K
|
-177
|
-4%
|
|
|
1963
|
Southern Wealth Management
Dallas,
Texas
|
$1.69M
|
-$388K
|
-872
|
-19%
|
|
|
1964
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.69M
|
+$374K
|
+840
|
+29%
|
|
|
1965
|
Forte Capital
Rochester,
New York
|
$1.69M
|
–
|
–
|
–
|
|
|
1966
|
Sonata Capital Group
Seattle,
Washington
|
$1.69M
|
-$12.5K
|
-28
|
-0.7%
|
|
|
1967
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$1.68M
|
+$1.22M
|
+2,741
|
+281%
|
|
|
1968
|
Courage Capital Management
Nashville,
Tennessee
|
$1.67M
|
–
|
–
|
–
|
|
|
1969
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$1.67M
|
-$11.1K
|
-25
|
-0.7%
|
|
|
1970
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$1.67M
|
-$9.79K
|
-22
|
-0.6%
|
|
|
1971
|
FLC Capital Advisors
Palm Desert,
California
|
$1.66M
|
+$839K
|
+1,884
|
+105%
|
|
|
1972
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$1.66M
|
-$23.6K
|
-53
|
-1%
|
|
|
1973
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.66M
|
-$38.7K
|
-87
|
-2%
|
|
|
1974
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.66M
|
-$19.1K
|
-43
|
-1%
|
|
|
1975
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$1.66M
|
-$73.9K
|
-166
|
-4%
|
|
