|
1951
|
Counterweight Ventures
Wilmington,
North Carolina
|
$3.58M
|
-$123K
|
-384
|
-4%
|
|
|
1952
|
Edgestream Partners
Princeton,
New Jersey
|
$3.58M
|
+$2.84M
|
+8,842
|
+555%
|
|
|
1953
|
Symphony Financial Services
Akron,
Ohio
|
$3.58M
|
-$12.2K
|
-38
|
-0.4%
|
|
|
1954
|
Martin & Co
Knoxville,
Tennessee
|
$3.58M
|
+$18.3K
|
+57
|
+0.5%
|
|
|
1955
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$3.57M
|
+$2.78M
|
+8,672
|
+498%
|
|
|
1956
|
Monetary Management Group
St Louis,
Missouri
|
$3.57M
|
-$40.1K
|
-125
|
-1%
|
|
|
1957
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$3.55M
|
+$134K
|
+417
|
+4%
|
|
|
1958
|
|
$3.54M
|
+$368K
|
+1,146
|
+12%
|
|
|
1959
|
|
$3.54M
|
–
|
–
|
–
|
|
|
1960
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$3.53M
|
+$118K
|
+368
|
+4%
|
|
|
1961
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$3.53M
|
+$139K
|
+433
|
+4%
|
|
|
1962
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$3.52M
|
+$592K
|
+1,843
|
+22%
|
|
|
1963
|
Meridian Financial Partners
Warrenton,
Virginia
|
$3.52M
|
-$81.5K
|
-254
|
-2%
|
|
|
1964
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$3.51M
|
-$218K
|
-679
|
-6%
|
|
|
1965
|
Nvest Financial
Portsmouth,
New Hampshire
|
$3.49M
|
-$13.5K
|
-42
|
-0.4%
|
|
|
1966
|
Emissary Wealth LLC
Hackensack,
New Jersey
|
$3.48M
|
+$64.5K
|
+201
|
+2%
|
|
|
1967
|
Lynx Capital Group
Beachwood,
Ohio
|
$3.48M
|
+$117K
|
+363
|
+4%
|
|
|
1968
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$3.47M
|
+$174K
|
+541
|
+6%
|
|
|
1969
|
Westbourne Investments
Alexandria,
Virginia
|
$3.47M
|
+$64.2K
|
+200
|
+2%
|
|
|
1970
|
Hall Capital Management
Barrington,
Rhode Island
|
$3.46M
|
-$57.8K
|
-180
|
-2%
|
|
|
1971
|
AGP Franklin
Franklin,
Tennessee
|
$3.44M
|
+$61.6K
|
+192
|
+2%
|
|
|
1972
|
Trek Financial
Scottsdale,
Arizona
|
$3.44M
|
+$281K
|
+876
|
+10%
|
|
|
1973
|
Scott & Selber Inc
Houston,
Texas
|
$3.44M
|
-$9.31K
|
-29
|
-0.3%
|
|
|
1974
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.43M
|
-$145K
|
-451
|
-4%
|
|
|
1975
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$3.42M
|
-$11.2K
|
-35
|
-0.4%
|
|
