|
1951
|
Perennial Investment Advisors
Los Angeles,
California
|
$329K
|
-$28.1K
|
-52
|
-8%
|
|
|
1952
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$329K
|
+$540
|
+1
|
+0.2%
|
|
|
1953
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$327K
|
+$16.2K
|
+30
|
+5%
|
|
|
1954
|
|
$327K
|
–
|
–
|
–
|
|
|
1955
|
Washburn Capital Management
Vero Beach,
Florida
|
$326K
|
-$175K
|
-325
|
-34%
|
|
|
1956
|
Alpha Cubed Investments
Irvine,
California
|
$326K
|
+$2.16K
|
+4
|
+0.6%
|
|
|
1957
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$326K
|
+$337K
|
+624
|
New
|
|
|
1958
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$325K
|
–
|
–
|
–
|
|
|
1959
|
West Paces Advisors
Atlanta,
Georgia
|
$323K
|
-$27K
|
-50
|
-7%
|
|
|
1960
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$323K
|
+$336K
|
+622
|
New
|
|
|
1961
|
KFG Wealth Management
Granger,
Indiana
|
$323K
|
+$334K
|
+619
|
New
|
|
|
1962
|
Bristlecone Advisors
Bellevue,
Washington
|
$322K
|
+$21.6K
|
+40
|
+7%
|
|
|
1963
|
Morningstar Investment Services
Chicago,
Illinois
|
$322K
|
+$70.7K
|
+131
|
+26%
|
|
|
1964
|
Essex LLC
Deer Park,
Illinois
|
$321K
|
-$16.7K
|
-31
|
-5%
|
|
|
1965
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$319K
|
–
|
–
|
–
|
|
|
1966
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$317K
|
-$116K
|
-215
|
-26%
|
|
|
1967
|
Moseley Investment Management
Bradenton,
Florida
|
$317K
|
–
|
–
|
–
|
|
|
1968
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$317K
|
–
|
–
|
–
|
|
|
1969
|
LexAurum Advisors
Overland Park,
Kansas
|
$315K
|
–
|
–
|
–
|
|
|
1970
|
Meeder Asset Management
Dublin,
Ohio
|
$315K
|
-$83.1K
|
-154
|
-20%
|
|
|
1971
|
|
$315K
|
+$11.3K
|
+21
|
+4%
|
|
|
1972
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$314K
|
-$13.5K
|
-25
|
-4%
|
|
|
1973
|
Madison Asset Management
Madison,
Wisconsin
|
$314K
|
-$13.5K
|
-25
|
-4%
|
|
|
1974
|
Raub Brock Capital Management
Larkspur,
California
|
$313K
|
–
|
–
|
–
|
|
|
1975
|
Comgest Global Investors
Paris,
France
|
$313K
|
+$17.3K
|
+32
|
+6%
|
|
