|
1951
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$860K
|
-$48K
|
-176
|
-5%
|
|
|
1952
|
Harbor Group
Bedford,
New Hampshire
|
$859K
|
–
|
–
|
–
|
|
|
1953
|
True North Advisors
Dallas,
Texas
|
$859K
|
+$23.2K
|
+85
|
+3%
|
|
|
1954
|
Fortitude Family Office
Scottsdale,
Arizona
|
$858K
|
+$273
|
+1
|
+0%
|
|
|
1955
|
Maia Wealth
Denver,
Colorado
|
$856K
|
-$69.3K
|
-254
|
-8%
|
|
|
1956
|
Great Lakes Advisors
Chicago,
Illinois
|
$845K
|
+$347K
|
+1,271
|
+74%
|
|
|
1957
|
Hudson Capital Management
Ramsey,
New Jersey
|
$842K
|
–
|
–
|
–
|
|
|
1958
|
PAX Financial Group
San Antonio,
Texas
|
$839K
|
-$2.94M
|
-10,787
|
-78%
|
|
|
1959
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$838K
|
-$11.7K
|
-43
|
-1%
|
|
|
1960
|
Dimension Capital Management
Coral Gables,
Florida
|
$838K
|
–
|
–
|
–
|
|
|
1961
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$838K
|
+$8.18K
|
+30
|
+1%
|
|
|
1962
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$837K
|
-$27.3K
|
-100
|
-3%
|
|
|
1963
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$837K
|
+$804K
|
+2,947
|
New
|
|
|
1964
|
EARNEST Partners
Atlanta,
Georgia
|
$834K
|
-$451K
|
-1,652
|
-36%
|
|
|
1965
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$833K
|
+$5.73K
|
+21
|
+0.7%
|
|
|
1966
|
Envision Financial Planning
Memphis,
Tennessee
|
$833K
|
–
|
–
|
–
|
|
|
1967
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$829K
|
+$260K
|
+953
|
+48%
|
|
|
1968
|
Power Wealth Management
Alpharetta,
Georgia
|
$828K
|
–
|
–
|
–
|
|
|
1969
|
SlateStone Wealth
Jupiter,
Florida
|
$827K
|
–
|
–
|
–
|
|
|
1970
|
Sawyer & Company
Boston,
Massachusetts
|
$827K
|
+$25.9K
|
+95
|
+3%
|
|
|
1971
|
Family Management
New York
|
$827K
|
+$245K
|
+897
|
+44%
|
|
|
1972
|
Channel Wealth
Santa Barbara,
California
|
$824K
|
–
|
–
|
–
|
|
|
1973
|
Van Den Berg Management I
Austin,
Texas
|
$821K
|
-$57.3K
|
-210
|
-7%
|
|
|
1974
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$819K
|
-$6.55K
|
-24
|
-0.8%
|
|
|
1975
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$816K
|
-$97.4K
|
-357
|
-11%
|
|
