|
1951
|
Islay Capital Management
Lubbock,
Texas
|
$1.39M
|
+$197K
|
+402
|
+17%
|
|
|
1952
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.39M
|
-$52.4K
|
-107
|
-4%
|
|
|
1953
|
Investment Partners
New Philadelphia,
Ohio
|
$1.39M
|
+$48K
|
+98
|
+4%
|
|
|
1954
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$1.38M
|
+$73.5K
|
+150
|
+6%
|
|
|
1955
|
Everett Harris & Co
Los Angeles,
California
|
$1.38M
|
+$90.7K
|
+185
|
+7%
|
|
|
1956
|
Codex Capital Asset Management
Dallas,
Texas
|
$1.38M
|
+$1.32M
|
+2,700
|
New
|
|
|
1957
|
LVM Capital Management
Portage,
Michigan
|
$1.37M
|
–
|
–
|
–
|
|
|
1958
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.37M
|
-$137K
|
-279
|
-9%
|
|
|
1959
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.37M
|
+$1.32M
|
+2,692
|
New
|
|
|
1960
|
TLWM Financial
San Antonio,
Texas
|
$1.37M
|
+$15.7K
|
+32
|
+1%
|
|
|
1961
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$1.37M
|
–
|
–
|
–
|
|
|
1962
|
Wilson & Boucher Capital Management
Moraga,
California
|
$1.36M
|
–
|
–
|
–
|
|
|
1963
|
United Community Bank
Greenville,
South Carolina
|
$1.36M
|
-$651K
|
-1,328
|
-33%
|
|
|
1964
|
Financial Engines Advisors
Santa Clara,
California
|
$1.36M
|
-$416K
|
-849
|
-24%
|
|
|
1965
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.35M
|
+$17.6K
|
+36
|
+1%
|
|
|
1966
|
Sendero Wealth Management
San Antonio,
Texas
|
$1.35M
|
+$479K
|
+978
|
+58%
|
|
|
1967
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.35M
|
-$174K
|
-354
|
-12%
|
|
|
1968
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$1.35M
|
+$1.3M
|
+2,648
|
New
|
|
|
1969
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.35M
|
-$23K
|
-47
|
-2%
|
|
|
1970
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$1.35M
|
+$33.8K
|
+69
|
+3%
|
|
|
1971
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.34M
|
–
|
–
|
–
|
|
|
1972
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.33M
|
+$40.7K
|
+83
|
+3%
|
|
|
1973
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.33M
|
-$19.6K
|
-40
|
-2%
|
|
|
1974
|
Angeles Wealth Management
Santa Monica,
California
|
$1.33M
|
+$209K
|
+426
|
+20%
|
|
|
1975
|
Alta Advisers
London,
United Kingdom
|
$1.32M
|
–
|
–
|
–
|
|
