|
1951
|
Gallagher Capital Advisors
Argyle,
Texas
|
$412K
|
+$400K
|
+4,983
|
New
|
|
|
1952
|
Madison Wealth Partners
Madison,
Wisconsin
|
$411K
|
+$45.3K
|
+564
|
+13%
|
|
|
1953
|
Successful Portfolios
Clearwater,
Florida
|
$411K
|
+$80
|
+1
|
+0%
|
|
|
1954
|
Kesler Norman & Wride
Ogden,
Utah
|
$410K
|
+$2.57K
|
+32
|
+0.6%
|
|
|
1955
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$409K
|
-$19.3K
|
-240
|
-5%
|
|
|
1956
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$409K
|
-$1.45K
|
-18
|
-0.4%
|
|
|
1957
|
Walker Asset Management
Verona,
Missouri
|
$409K
|
+$2.09K
|
+26
|
+0.5%
|
|
|
1958
|
Brewster Financial Planning
Brooklyn,
New York
|
$408K
|
+$1.93K
|
+24
|
+0.5%
|
|
|
1959
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$408K
|
-$411K
|
-5,117
|
-51%
|
|
|
1960
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$408K
|
+$3.29K
|
+41
|
+0.8%
|
|
|
1961
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$407K
|
–
|
–
|
–
|
|
|
1962
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$407K
|
–
|
–
|
–
|
|
|
1963
|
Mainsail Asset Management
Birmingham,
Alabama
|
$407K
|
+$374K
|
+4,649
|
New
|
|
|
1964
|
First Financial Corp
Terre Haute,
Indiana
|
$406K
|
–
|
–
|
–
|
|
|
1965
|
FLC Capital Advisors
Palm Desert,
California
|
$405K
|
-$74K
|
-921
|
-16%
|
|
|
1966
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$405K
|
-$1.85K
|
-23
|
-0.5%
|
|
|
1967
|
Klingenstein Fields & Co
New York
|
$405K
|
-$804
|
-10
|
-0.2%
|
|
|
1968
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$405K
|
-$3.54K
|
-44
|
-0.9%
|
|
|
1969
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$404K
|
+$55.6K
|
+692
|
+16%
|
|
|
1970
|
Caisse Des Depots Et Consignations
Paris,
France
|
$404K
|
-$7.53M
|
-93,679
|
-95%
|
|
|
1971
|
Flatrock Wealth Partners
Newport Beach,
California
|
$404K
|
+$393K
|
+4,891
|
New
|
|
|
1972
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
$403K
|
+$32.1K
|
+400
|
+9%
|
|
|
1973
|
Novem Group
Rochester,
New York
|
$402K
|
+$4.74K
|
+59
|
+1%
|
|
|
1974
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$402K
|
+$391K
|
+4,864
|
New
|
|
|
1975
|
Laurion Capital Management
New York
|
$400K
|
+$389K
|
+4,841
|
New
|
|
