|
1951
|
Bourgeon Capital Management
Darien,
Connecticut
|
$1.47M
|
+$17.3K
|
+32
|
+1%
|
|
|
1952
|
Strategic Financial Partners
Bend,
Oregon
|
$1.47M
|
+$43.3K
|
+80
|
+3%
|
|
|
1953
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.47M
|
–
|
–
|
–
|
|
|
1954
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.46M
|
+$70.4K
|
+130
|
+5%
|
|
|
1955
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.46M
|
+$59K
|
+109
|
+4%
|
|
|
1956
|
Chemistry Wealth Management
New York
|
$1.44M
|
-$20K
|
-37
|
-1%
|
|
|
1957
|
Verisail Partners
Chamblee,
Georgia
|
$1.44M
|
+$1.44M
|
+2,666
|
New
|
|
|
1958
|
|
$1.43M
|
-$9.75K
|
-18
|
-0.7%
|
|
|
1959
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.43M
|
-$34.9M
|
-64,426
|
-96%
|
|
|
1960
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$1.43M
|
-$242K
|
-447
|
-14%
|
|
|
1961
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.43M
|
-$588K
|
-1,086
|
-28%
|
|
|
1962
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$1.43M
|
-$40.1K
|
-74
|
-3%
|
|
|
1963
|
Wealthquest
Cincinnati,
Ohio
|
$1.42M
|
-$77.5K
|
-143
|
-5%
|
|
|
1964
|
1ST Source Bank
South Bend,
Indiana
|
$1.42M
|
-$14.6K
|
-27
|
-1%
|
|
|
1965
|
Private Wealth Partners
Mill Valley,
California
|
$1.41M
|
+$102K
|
+188
|
+8%
|
|
|
1966
|
Novem Group
Rochester,
New York
|
$1.41M
|
+$1.42M
|
+2,619
|
New
|
|
|
1967
|
BHK Investment Advisors
Birmingham,
Alabama
|
$1.41M
|
–
|
–
|
–
|
|
|
1968
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$1.41M
|
+$26.5K
|
+49
|
+2%
|
|
|
1969
|
Orcam Financial Group
Encinitas,
California
|
$1.41M
|
+$252K
|
+466
|
+22%
|
|
|
1970
|
Valley Financial Group
Ambler,
Pennsylvania
|
$1.41M
|
+$2.71K
|
+5
|
+0.2%
|
|
|
1971
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$1.4M
|
+$227K
|
+420
|
+19%
|
|
|
1972
|
Sensible Money
Scottsdale,
Arizona
|
$1.4M
|
-$89.9K
|
-166
|
-6%
|
|
|
1973
|
Wimmer Associates 1
Pasadena,
California
|
$1.4M
|
+$333K
|
+615
|
+31%
|
|
|
1974
|
Eclectic Associates
Fullerton,
California
|
$1.4M
|
-$9.21K
|
-17
|
-0.7%
|
|
|
1975
|
Unique Wealth
Clearwater,
Florida
|
$1.4M
|
+$457K
|
+844
|
+48%
|
|
