|
1951
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$385K
|
-$470K
|
-13,923
|
-54%
|
|
|
1952
|
Stiles Financial Services
Edina,
Minnesota
|
$385K
|
-$115K
|
-3,412
|
-22%
|
|
|
1953
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$385K
|
+$20.8K
|
+615
|
+5%
|
|
|
1954
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$385K
|
+$132K
|
+3,897
|
+49%
|
|
|
1955
|
Private Asset Management
San Diego,
California
|
$384K
|
-$38.1K
|
-1,128
|
-9%
|
|
|
1956
|
Relative Value Partners Group
|
$383K
|
+$157K
|
+4,641
|
+65%
|
|
|
1957
|
Advisor OS
Chicago,
Illinois
|
$381K
|
-$714K
|
-21,125
|
-64%
|
|
|
1958
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$380K
|
-$18.6K
|
-551
|
-4%
|
|
|
1959
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$380K
|
+$152K
|
+4,508
|
+62%
|
|
|
1960
|
Stratos Investment Management
Beachwood,
Ohio
|
$379K
|
-$25.9K
|
-768
|
-6%
|
|
|
1961
|
Powers Advisory Group
Highland,
Illinois
|
$379K
|
+$16.6K
|
+491
|
+4%
|
|
|
1962
|
Apella Capital
West Hartford,
Connecticut
|
$378K
|
-$42.4K
|
-1,255
|
-10%
|
|
|
1963
|
Cooper Financial Group
Irvine,
California
|
$377K
|
-$23.8K
|
-705
|
-6%
|
|
|
1964
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$377K
|
+$61.5K
|
+1,821
|
+19%
|
|
|
1965
|
Certuity
North Palm Beach,
Florida
|
$377K
|
-$10.4K
|
-308
|
-3%
|
|
|
1966
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$376K
|
-$118K
|
-3,485
|
-23%
|
|
|
1967
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$375K
|
+$16.5K
|
+488
|
+4%
|
|
|
1968
|
Allstate Corporation
Northbrook,
Illinois
|
$375K
|
–
|
–
|
–
|
|
|
1969
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$374K
|
+$32.4K
|
+959
|
+9%
|
|
|
1970
|
Cable Hill Partners
Portland,
Oregon
|
$374K
|
+$54.4K
|
+1,609
|
+16%
|
|
|
1971
|
Chesapeake Asset Management
New York
|
$373K
|
-$108K
|
-3,207
|
-22%
|
|
|
1972
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$372K
|
-$140K
|
-4,152
|
-27%
|
|
|
1973
|
Clearstead Trust
Portland,
Maine
|
$371K
|
-$136K
|
-4,025
|
-26%
|
|
|
1974
|
Slagle Financial
Edwardsville,
Illinois
|
$370K
|
-$84.6K
|
-2,503
|
-18%
|
|
|
1975
|
Nomura Holdings
Tokyo,
Japan
|
$369K
|
-$3.01M
|
-89,112
|
-89%
|
|
