|
1951
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$383K
|
-$5.15K
|
-92
|
-1%
|
|
|
1952
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$382K
|
-$8.96K
|
-160
|
-2%
|
|
|
1953
|
Lodestone Wealth Management
Spokane,
Washington
|
$381K
|
–
|
–
|
–
|
|
|
1954
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$381K
|
-$205K
|
-3,652
|
-38%
|
|
|
1955
|
Robinhood Asset Management
Menlo Park,
California
|
$378K
|
-$17.6K
|
-315
|
-4%
|
|
|
1956
|
Capital Planning
Bellevue,
Washington
|
$376K
|
-$40.1K
|
-716
|
-9%
|
|
|
1957
|
Post Resch Tallon Group
Pittsford,
New York
|
$375K
|
-$15.4K
|
-275
|
-4%
|
|
|
1958
|
Macroview Investment Management
Bethesda,
Maryland
|
$375K
|
+$50.5K
|
+901
|
+15%
|
|
|
1959
|
Evelyn Partners Asset Management
London,
|
$372K
|
–
|
–
|
–
|
|
|
1960
|
Mystic Asset Management
Warwick,
Rhode Island
|
$372K
|
+$56K
|
+1,000
|
+17%
|
|
|
1961
|
TownSquare Capital
Provo,
Utah
|
$371K
|
-$134K
|
-2,396
|
-26%
|
|
|
1962
|
Asset Advisory Group
Kinnelon,
New Jersey
|
$369K
|
+$80.9K
|
+1,445
|
+27%
|
|
|
1963
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$369K
|
-$84K
|
-1,500
|
-18%
|
|
|
1964
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$368K
|
–
|
–
|
–
|
|
|
1965
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$368K
|
–
|
–
|
–
|
|
|
1966
|
Millstone Evans Group
Boulder,
Colorado
|
$367K
|
+$43.1K
|
+769
|
+13%
|
|
|
1967
|
Virtue Capital Management
Brentwood,
Tennessee
|
$367K
|
-$12.2K
|
-218
|
-3%
|
|
|
1968
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$366K
|
+$392
|
+7
|
+0.1%
|
|
|
1969
|
Rubicon Advisors
Redding,
California
|
$364K
|
–
|
–
|
–
|
|
|
1970
|
William Mack & Associates
Troy,
Michigan
|
$363K
|
-$270K
|
-4,824
|
-42%
|
|
|
1971
|
SlateStone Wealth
Jupiter,
Florida
|
$361K
|
–
|
–
|
–
|
|
|
1972
|
Resources Management Corp
West Hartford,
Connecticut
|
$361K
|
+$21.1K
|
+376
|
+6%
|
|
|
1973
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$359K
|
+$3.98K
|
+71
|
+1%
|
|
|
1974
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$359K
|
-$4.14K
|
-74
|
-1%
|
|
|
1975
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$359K
|
–
|
–
|
–
|
|
