|
1951
|
Towneley Capital Management
Laguna Hills,
California
|
$225K
|
-$12.9K
|
-180
|
-6%
|
|
|
1952
|
Foster & Motley
Cincinnati,
Ohio
|
$225K
|
+$220K
|
+3,060
|
New
|
|
|
1953
|
NavPoint Financial
Prior Lake,
Minnesota
|
$225K
|
+$862
|
+12
|
+0.4%
|
|
|
1954
|
Wallace Capital Management
Dallas,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
1955
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$224K
|
+$219K
|
+3,052
|
New
|
|
|
1956
|
INVST
Indianapolis,
Indiana
|
$224K
|
+$219K
|
+3,052
|
New
|
|
|
1957
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$224K
|
+$575
|
+8
|
+0.3%
|
|
|
1958
|
Morling Financial Advisors
Fremont,
California
|
$224K
|
+$31.9K
|
+444
|
+17%
|
|
|
1959
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$223K
|
+$220K
|
+3,060
|
New
|
|
|
1960
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$223K
|
-$14.4M
|
-200,304
|
-99%
|
|
|
1961
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$222K
|
-$2.27M
|
-31,616
|
-91%
|
|
|
1962
|
Auxano Advisors
Bellevue,
Washington
|
$221K
|
–
|
–
|
–
|
|
|
1963
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$221K
|
–
|
–
|
–
|
|
|
1964
|
E.S. Barr & Co
Lexington,
Kentucky
|
$220K
|
–
|
–
|
–
|
|
|
1965
|
J.W. Burns & Co
Dewitt,
New York
|
$220K
|
+$215K
|
+3,000
|
New
|
|
|
1966
|
Fedenia Advisers
Madison,
Wisconsin
|
$219K
|
–
|
–
|
–
|
|
|
1967
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$219K
|
+$214K
|
+2,984
|
New
|
|
|
1968
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$219K
|
-$35.6K
|
-496
|
-14%
|
|
|
1969
|
Strategic Wealth Partners
Independence,
Ohio
|
$218K
|
-$158K
|
-2,204
|
-43%
|
|
|
1970
|
Madison Asset Management
Madison,
Wisconsin
|
$218K
|
-$19.8K
|
-276
|
-9%
|
|
|
1971
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$217K
|
+$213K
|
+2,960
|
New
|
|
|
1972
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$217K
|
+$30.7K
|
+428
|
+17%
|
|
|
1973
|
Burney Company
Reston,
Virginia
|
$216K
|
-$39.1K
|
-544
|
-16%
|
|
|
1974
|
Wealthstar Advisors
Plano,
Texas
|
$216K
|
–
|
–
|
–
|
|
|
1975
|
Versant Capital Management
Phoenix,
Arizona
|
$216K
|
+$184K
|
+2,564
|
+682%
|
|
