|
1951
|
Howard Capital Management
Roswell,
Georgia
|
$220K
|
+$10.4K
|
+612
|
+5%
|
|
|
1952
|
Bristlecone Advisors
Bellevue,
Washington
|
$220K
|
–
|
–
|
–
|
|
|
1953
|
Congress Park Capital
Saratoga Springs,
New York
|
$220K
|
-$17.1K
|
-1,000
|
-7%
|
|
|
1954
|
MTM Investment Management
Spartanburg,
South Carolina
|
$219K
|
-$13.6K
|
-797
|
-6%
|
|
|
1955
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$219K
|
–
|
–
|
–
|
|
|
1956
|
Paulson Wealth Management
Wheaton,
Illinois
|
$219K
|
+$4.73K
|
+277
|
+2%
|
|
|
1957
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$219K
|
-$286K
|
-16,748
|
-57%
|
|
|
1958
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$219K
|
-$22.3K
|
-1,304
|
-9%
|
|
|
1959
|
Executive Wealth Group
Kirkland,
Washington
|
$218K
|
+$214K
|
+12,532
|
New
|
|
|
1960
|
Register Financial Advisors
Atlanta,
Georgia
|
$218K
|
+$10.9K
|
+639
|
+5%
|
|
|
1961
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$218K
|
+$21.4K
|
+1,251
|
+11%
|
|
|
1962
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$218K
|
+$1.47K
|
+86
|
+0.7%
|
|
|
1963
|
High Net Worth Advisory Group
Naples,
Florida
|
$218K
|
-$9.15K
|
-536
|
-4%
|
|
|
1964
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$217K
|
-$54.7K
|
-3,206
|
-21%
|
|
|
1965
|
Bridgewater Advisors
New York
|
$217K
|
-$30.2K
|
-1,767
|
-13%
|
|
|
1966
|
Wulff, Hansen & Co
San Rafael,
California
|
$217K
|
+$4.35K
|
+255
|
+2%
|
|
|
1967
|
Sage Rhino Capital
Menlo Park,
California
|
$216K
|
+$2.41K
|
+141
|
+1%
|
|
|
1968
|
Cypress Wealth Services
Palm Desert,
California
|
$216K
|
+$20.8K
|
+1,220
|
+11%
|
|
|
1969
|
Merriman Wealth Management
Seattle,
Washington
|
$216K
|
+$1.02K
|
+60
|
+0.5%
|
|
|
1970
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$216K
|
+$2.39K
|
+140
|
+1%
|
|
|
1971
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$216K
|
-$10.9K
|
-640
|
-5%
|
|
|
1972
|
McIlrath & Eck
Arlington,
Washington
|
$216K
|
+$990
|
+58
|
+0.5%
|
|
|
1973
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$215K
|
+$5.81K
|
+340
|
+3%
|
|
|
1974
|
John W. Brooker & Co
Oakland,
California
|
$214K
|
–
|
–
|
–
|
|
|
1975
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$214K
|
-$174K
|
-10,168
|
-46%
|
|
