|
1951
|
Taurus Asset Management
New York
|
$445K
|
–
|
–
|
–
|
|
|
1952
|
New Vernon Investment Management
Highland Park,
Illinois
|
$444K
|
–
|
–
|
–
|
|
|
1953
|
Wambolt & Associates
Littleton,
Colorado
|
$444K
|
+$185K
|
+8,131
|
+72%
|
|
|
1954
|
Clean Yield Group
Norwich,
Vermont
|
$442K
|
–
|
–
|
–
|
|
|
1955
|
Americana Partners
Houston,
Texas
|
$442K
|
+$41.2K
|
+1,810
|
+10%
|
|
|
1956
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$441K
|
-$74.3K
|
-3,263
|
-14%
|
|
|
1957
|
Evoke Wealth
Los Angeles,
California
|
$441K
|
-$64.5K
|
-2,834
|
-13%
|
|
|
1958
|
Edgewood Management
Greenwich,
Connecticut
|
$441K
|
–
|
–
|
–
|
|
|
1959
|
Seelaus Asset Management
Chatham,
New Jersey
|
$439K
|
-$971K
|
-42,620
|
-69%
|
|
|
1960
|
White Pine Investment Company
Livonia,
Michigan
|
$436K
|
-$58.6K
|
-2,573
|
-12%
|
|
|
1961
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$436K
|
-$23K
|
-1,010
|
-5%
|
|
|
1962
|
Waller Financial Planning Group
Columbus,
Ohio
|
$435K
|
–
|
–
|
–
|
|
|
1963
|
Emerald Advisors
Bellevue,
Washington
|
$435K
|
+$14.2K
|
+625
|
+3%
|
|
|
1964
|
Cobblestone Capital Advisors
Rochester,
New York
|
$433K
|
-$15.1K
|
-662
|
-3%
|
|
|
1965
|
Liberty Capital Management
Birmingham,
Michigan
|
$432K
|
–
|
–
|
–
|
|
|
1966
|
Rock Creek Group
Washington,
District of Columbia
|
$432K
|
+$431K
|
+18,931
|
New
|
|
|
1967
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$430K
|
-$32.4K
|
-1,422
|
-7%
|
|
|
1968
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$430K
|
+$257K
|
+11,274
|
+149%
|
|
|
1969
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$428K
|
+$21K
|
+921
|
+5%
|
|
|
1970
|
BigSur Wealth Management
Miami,
Florida
|
$426K
|
–
|
–
|
–
|
|
|
1971
|
GeoWealth Management
Chicago,
Illinois
|
$426K
|
+$424K
|
+18,634
|
New
|
|
|
1972
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$426K
|
+$424K
|
+18,637
|
New
|
|
|
1973
|
Blue Fin Capital
Warren,
Rhode Island
|
$425K
|
-$37.6K
|
-1,652
|
-8%
|
|
|
1974
|
Sandhill Capital Partners
Buffalo,
New York
|
$425K
|
-$31.6K
|
-1,386
|
-7%
|
|
|
1975
|
Great Diamond Partners
Portland,
Maine
|
$425K
|
-$9.66K
|
-424
|
-2%
|
|
