|
1951
|
Prentice Wealth Management
Rochester,
New York
|
$321K
|
+$27K
|
+51
|
+10%
|
|
|
1952
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$320K
|
-$11.7K
|
-22
|
-4%
|
|
|
1953
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$319K
|
-$11.7K
|
-22
|
-4%
|
|
|
1954
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$319K
|
+$5.83K
|
+11
|
+2%
|
|
|
1955
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$318K
|
–
|
–
|
–
|
|
|
1956
|
Overbrook Management Corp
New York
|
$317K
|
–
|
–
|
–
|
|
|
1957
|
Texas Capital Bancshares
Dallas,
Texas
|
$316K
|
-$643K
|
-1,213
|
-68%
|
|
|
1958
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$316K
|
-$5.3K
|
-10
|
-2%
|
|
|
1959
|
MONECO Advisors
Fairfield,
Connecticut
|
$316K
|
+$26K
|
+49
|
+9%
|
|
|
1960
|
Millennium Management
New York
|
$316K
|
-$10.3M
|
-19,509
|
-97%
|
|
|
1961
|
Patten & Patten
Chattanooga,
Tennessee
|
$316K
|
–
|
–
|
–
|
|
|
1962
|
Isthmus Partners
Madison,
Wisconsin
|
$315K
|
–
|
–
|
–
|
|
|
1963
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$315K
|
+$10.6K
|
+20
|
+4%
|
|
|
1964
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$314K
|
+$49.8K
|
+94
|
+20%
|
|
|
1965
|
Certuity
North Palm Beach,
Florida
|
$313K
|
+$83.2K
|
+157
|
+38%
|
|
|
1966
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$313K
|
–
|
–
|
–
|
|
|
1967
|
Axiom Investment Management
New York
|
$312K
|
+$31.3K
|
+59
|
+12%
|
|
|
1968
|
Planned Solutions
Folsom,
California
|
$310K
|
–
|
–
|
–
|
|
|
1969
|
Vise Technologies
New York
|
$308K
|
-$85.3K
|
-161
|
-22%
|
|
|
1970
|
Fort LP
Chevy Chase,
Maryland
|
$308K
|
-$195K
|
-368
|
-40%
|
|
|
1971
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$308K
|
+$297K
|
+560
|
New
|
|
|
1972
|
Allen Investment Management
New York
|
$308K
|
-$37.6K
|
-71
|
-11%
|
|
|
1973
|
Horan Securities
Cincinnati,
United States
|
$306K
|
+$8.48K
|
+16
|
+3%
|
|
|
1974
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$306K
|
–
|
–
|
–
|
|
|
1975
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$306K
|
-$26.5K
|
-50
|
-8%
|
|
