|
1951
|
Financial Council
Towson,
Maryland
|
$299K
|
–
|
–
|
–
|
|
|
1952
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$299K
|
+$35.2K
|
+66
|
+13%
|
|
|
1953
|
Patron Partners
Houston,
Texas
|
$297K
|
+$7.46K
|
+14
|
+2%
|
|
|
1954
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$296K
|
+$12.3K
|
+23
|
+4%
|
|
|
1955
|
Klingman & Associates
New York
|
$295K
|
+$76.7K
|
+144
|
+33%
|
|
|
1956
|
Valmark Advisers
Akron,
Ohio
|
$295K
|
-$4.26K
|
-8
|
-1%
|
|
|
1957
|
Asio Capital
Lexington,
Kentucky
|
$294K
|
-$1.6K
|
-3
|
-0.5%
|
|
|
1958
|
Madison Asset Management
Madison,
Wisconsin
|
$294K
|
-$10.7K
|
-20
|
-3%
|
|
|
1959
|
SSI Investment Management
Los Angeles,
California
|
$294K
|
-$5.33K
|
-10
|
-2%
|
|
|
1960
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$294K
|
-$4.8K
|
-9
|
-2%
|
|
|
1961
|
CEDRUS
Littleton,
Colorado
|
$293K
|
-$56.5K
|
-106
|
-15%
|
|
|
1962
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$293K
|
–
|
–
|
–
|
|
|
1963
|
Patten & Patten
Chattanooga,
Tennessee
|
$292K
|
–
|
–
|
–
|
|
|
1964
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$291K
|
-$938K
|
-1,761
|
-75%
|
|
|
1965
|
Alpha Family Trust
Los Angeles,
California
|
$291K
|
+$306K
|
+575
|
New
|
|
|
1966
|
OneAscent Financial Services
Birmingham,
Alabama
|
$291K
|
+$306K
|
+575
|
New
|
|
|
1967
|
Isthmus Partners
Madison,
Wisconsin
|
$290K
|
-$2.66K
|
-5
|
-0.9%
|
|
|
1968
|
Kure Advisory
Plymouth,
Minnesota
|
$289K
|
+$304K
|
+570
|
New
|
|
|
1969
|
Rock Creek Group
Washington,
District of Columbia
|
$288K
|
-$49K
|
-92
|
-14%
|
|
|
1970
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$288K
|
–
|
–
|
–
|
|
|
1971
|
Planned Solutions
Folsom,
California
|
$287K
|
–
|
–
|
–
|
|
|
1972
|
Sather Financial Group
Victoria,
Texas
|
$287K
|
+$25K
|
+47
|
+9%
|
|
|
1973
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$286K
|
-$5.33K
|
-10
|
-2%
|
|
|
1974
|
River Street Advisors
Aurora,
Illinois
|
$285K
|
+$43.7K
|
+82
|
+17%
|
|
|
1975
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$285K
|
+$301K
|
+564
|
New
|
|
