|
1951
|
Peak Asset Management
Louisville,
Colorado
|
$240K
|
+$11.2K
|
+60
|
+5%
|
|
|
1952
|
Stephens Consulting
Flint,
Michigan
|
$240K
|
-$562
|
-3
|
-0.2%
|
|
|
1953
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$240K
|
+$250K
|
+1,336
|
New
|
|
|
1954
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$240K
|
-$14.4K
|
-77
|
-5%
|
|
|
1955
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$239K
|
-$37.4K
|
-200
|
-13%
|
|
|
1956
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$238K
|
-$127K
|
-678
|
-34%
|
|
|
1957
|
First County Bank
Stamford,
Connecticut
|
$238K
|
-$5.62K
|
-30
|
-2%
|
|
|
1958
|
Beck Mack & Oliver
New York
|
$238K
|
+$18.7K
|
+100
|
+8%
|
|
|
1959
|
Tillman Hartley LLC
Denver,
Colorado
|
$238K
|
-$71.1K
|
-380
|
-22%
|
|
|
1960
|
Sava Infond
Maribor,
Slovenia
|
$237K
|
–
|
–
|
–
|
|
|
1961
|
Fire Capital Management
San Francisco,
California
|
$236K
|
-$6.18K
|
-33
|
-2%
|
|
|
1962
|
McCollum Christoferson Group
Amherst,
New York
|
$236K
|
–
|
–
|
–
|
|
|
1963
|
VELA Investment Management
New Albany,
Ohio
|
$236K
|
-$38.9K
|
-208
|
-14%
|
|
|
1964
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$236K
|
+$246K
|
+1,313
|
New
|
|
|
1965
|
Charles Schwab Trust
Henderson,
Nevada
|
$235K
|
-$2.81K
|
-15
|
-1%
|
|
|
1966
|
Strategic Blueprint
Atlanta,
Georgia
|
$235K
|
+$2.25K
|
+12
|
+0.9%
|
|
|
1967
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$235K
|
+$374
|
+2
|
+0.1%
|
|
|
1968
|
Taylor Financial Group
Roanoke,
Virginia
|
$234K
|
+$12.5K
|
+67
|
+5%
|
|
|
1969
|
Ceeto Capital Group
Coral Gables,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
1970
|
LSV Asset Management
Chicago,
Illinois
|
$234K
|
–
|
–
|
–
|
|
|
1971
|
Colonial River Investments
Midlothian,
Virginia
|
$234K
|
-$297K
|
-1,588
|
-55%
|
|
|
1972
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$233K
|
-$92.3K
|
-493
|
-28%
|
|
|
1973
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$233K
|
+$243K
|
+1,296
|
New
|
|
|
1974
|
Cardiff Park Advisors
Carlsbad,
California
|
$231K
|
-$7.3K
|
-39
|
-3%
|
|
|
1975
|
Red Lighthouse Investment Management
New York
|
$231K
|
+$2.25K
|
+12
|
+0.9%
|
|
