|
1951
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$595K
|
-$727K
|
-15,321
|
-56%
|
|
|
1952
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$594K
|
+$1.57K
|
+33
|
+0.3%
|
|
|
1953
|
Arista Wealth Management
Las Vegas,
Nevada
|
$594K
|
-$17.4K
|
-366
|
-3%
|
|
|
1954
|
Y.D. More Investments
Ramat Gan,
Israel
|
$589K
|
-$192K
|
-4,050
|
-25%
|
|
|
1955
|
Spinnaker Investment Group
Newport Beach,
California
|
$586K
|
+$19.1K
|
+402
|
+3%
|
|
|
1956
|
Athena Investment Management
Orinda,
California
|
$585K
|
–
|
–
|
–
|
|
|
1957
|
Derbend Asset Management
Peachtree City,
Georgia
|
$585K
|
-$37.9K
|
-798
|
-6%
|
|
|
1958
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$584K
|
+$564K
|
+11,883
|
New
|
|
|
1959
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$583K
|
-$2.03M
|
-42,849
|
-78%
|
|
|
1960
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$582K
|
+$14.2K
|
+300
|
+3%
|
|
|
1961
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$582K
|
+$17.9K
|
+378
|
+3%
|
|
|
1962
|
Aveo Capital Partners
Englewood,
Colorado
|
$581K
|
+$36K
|
+759
|
+7%
|
|
|
1963
|
Cadinha & Co
Honolulu,
Hawaii
|
$579K
|
+$12K
|
+252
|
+2%
|
|
|
1964
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$578K
|
+$24.5K
|
+516
|
+5%
|
|
|
1965
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$575K
|
–
|
–
|
–
|
|
|
1966
|
Stone Summit Wealth
Miami,
Florida
|
$572K
|
-$54.7K
|
-1,152
|
-9%
|
|
|
1967
|
Lodestar Private Asset Management
Alamo,
California
|
$571K
|
+$32.2K
|
+678
|
+6%
|
|
|
1968
|
O'Rourke & Company
Boston,
Massachusetts
|
$571K
|
+$5.41K
|
+114
|
+1%
|
|
|
1969
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$570K
|
+$242K
|
+5,103
|
+78%
|
|
|
1970
|
SG Americas Securities
New York
|
$570K
|
-$8.34M
|
-175,671
|
-94%
|
|
|
1971
|
Pacific Sage Partners
Edmonds,
Washington
|
$567K
|
-$2.85K
|
-60
|
-0.5%
|
|
|
1972
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$566K
|
+$251K
|
+5,283
|
+85%
|
|
|
1973
|
ABLE Financial Group
Scottsdale,
Arizona
|
$562K
|
+$543K
|
+11,442
|
New
|
|
|
1974
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$561K
|
–
|
–
|
–
|
|
|
1975
|
Warther Private Wealth
Akron,
Ohio
|
$561K
|
+$21.9K
|
+462
|
+4%
|
|
