|
1951
|
M&R Capital Management
Summit,
New Jersey
|
$211K
|
–
|
–
|
–
|
|
|
1952
|
Leisure Capital Management
Costa Mesa,
California
|
$210K
|
–
|
–
|
–
|
|
|
1953
|
German American Bancorp
Jasper,
Indiana
|
$210K
|
+$12.1K
|
+315
|
+6%
|
|
|
1954
|
Balentine LLC
Atlanta,
Georgia
|
$210K
|
+$102K
|
+2,661
|
+92%
|
|
|
1955
|
Zhang Financial
Portage,
Michigan
|
$209K
|
-$17.1K
|
-444
|
-7%
|
|
|
1956
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$208K
|
–
|
–
|
–
|
|
|
1957
|
HM Capital Management
Clayton,
Missouri
|
$208K
|
–
|
–
|
–
|
|
|
1958
|
Affinity Capital Advisors
Berkeley,
California
|
$207K
|
-$68.7K
|
-1,785
|
-27%
|
|
|
1959
|
Oberweis Asset Management
Lisle,
Illinois
|
$206K
|
-$24.6K
|
-639
|
-11%
|
|
|
1960
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$206K
|
+$210K
|
+5,460
|
New
|
|
|
1961
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$205K
|
–
|
–
|
–
|
|
|
1962
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$205K
|
+$4.85K
|
+126
|
+2%
|
|
|
1963
|
Ritholtz Wealth Management
New York
|
$205K
|
+$209K
|
+5,421
|
New
|
|
|
1964
|
Element Wealth
Ridgeland,
Mississippi
|
$203K
|
-$19.5K
|
-507
|
-9%
|
|
|
1965
|
Roosevelt Investment Group
New York
|
$202K
|
-$17.7K
|
-459
|
-8%
|
|
|
1966
|
Accredited Investors
Edina,
Minnesota
|
$202K
|
+$3.81K
|
+99
|
+2%
|
|
|
1967
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$202K
|
+$204K
|
+5,307
|
New
|
|
|
1968
|
Parcion Private Wealth
Bellevue,
Washington
|
$202K
|
+$205K
|
+5,340
|
New
|
|
|
1969
|
Minot Wealth Management
Westwood,
Massachusetts
|
$201K
|
+$1.62K
|
+42
|
+0.8%
|
|
|
1970
|
Versor Investments
New York
|
$200K
|
+$203K
|
+5,268
|
New
|
|
|
1971
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$199K
|
-$6.46K
|
-168
|
-3%
|
|
|
1972
|
Steph & Co
Marinette,
Wisconsin
|
$197K
|
-$46.7K
|
-1,215
|
-19%
|
|
|
1973
|
Vigilant Capital Management
Portland,
Maine
|
$197K
|
+$13.4K
|
+348
|
+7%
|
|
|
1974
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$197K
|
+$140K
|
+3,651
|
+235%
|
|
|
1975
|
Raffa Wealth Management
Washington,
District of Columbia
|
$192K
|
–
|
–
|
–
|
|
