|
1951
|
West Paces Advisors
Atlanta,
Georgia
|
$147K
|
+$20K
|
+176
|
+14%
|
|
|
1952
|
Grove Bank & Trust
Miami,
Florida
|
$145K
|
–
|
–
|
–
|
|
|
1953
|
Sava Infond
Maribor,
Slovenia
|
$145K
|
–
|
–
|
–
|
|
|
1954
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$141K
|
–
|
–
|
–
|
|
|
1955
|
SYM Financial Corp
Winona Lake,
Indiana
|
$140K
|
-$5.89K
|
-52
|
-4%
|
|
|
1956
|
SJS Investment Consulting
Sylvania,
Ohio
|
$139K
|
+$4.31K
|
+38
|
+3%
|
|
|
1957
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$139K
|
-$23.1K
|
-204
|
-13%
|
|
|
1958
|
Perkins Coie Trust Company
Seattle,
Washington
|
$138K
|
–
|
–
|
–
|
|
|
1959
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$136K
|
-$5.67K
|
-50
|
-4%
|
|
|
1960
|
Sierra Ocean
Ripon,
California
|
$134K
|
–
|
–
|
–
|
|
|
1961
|
MGB Wealth Management
Addison,
Texas
|
$131K
|
–
|
–
|
–
|
|
|
1962
|
PSI Advisors
Tampa,
Florida
|
$128K
|
+$1.81K
|
+16
|
+1%
|
|
|
1963
|
Bellevue Asset Management
Bellevue,
Washington
|
$128K
|
–
|
–
|
–
|
|
|
1964
|
Crowley Wealth Management
Wilmington,
Delaware
|
$124K
|
–
|
–
|
–
|
|
|
1965
|
Security National Bank
Omaha,
Nebraska
|
$124K
|
–
|
–
|
–
|
|
|
1966
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$123K
|
+$11.8K
|
+104
|
+10%
|
|
|
1967
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$123K
|
+$83.2K
|
+734
|
+160%
|
|
|
1968
|
Tacita Capital
Toronto,
Ontario, Canada
|
$122K
|
–
|
–
|
–
|
|
|
1969
|
Man Group
London,
United Kingdom
|
$122K
|
+$134K
|
+1,182
|
New
|
|
|
1970
|
Evelyn Partners Asset Management
London,
|
$120K
|
–
|
–
|
–
|
|
|
1971
|
Integrity Financial
Cheyenne,
Wyoming
|
$120K
|
–
|
–
|
–
|
|
|
1972
|
Bare Financial Services
Gap,
Pennsylvania
|
$119K
|
–
|
–
|
–
|
|
|
1973
|
Versant Capital Management
Phoenix,
Arizona
|
$119K
|
–
|
–
|
–
|
|
|
1974
|
Friedenthal Financial
Marlton,
New Jersey
|
$119K
|
-$55.6K
|
-490
|
-30%
|
|
|
1975
|
Winthrop Capital Management
Carmel,
Indiana
|
$115K
|
-$233K
|
-2,058
|
-65%
|
|
