|
1951
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$453M
|
-$8.86M
|
-2%
|
1.83%
|
49.3%
|
39
|
5.13%
|
|
|
1952
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$452M
|
+$14.4M
|
+3%
|
4.7%
|
70.6%
|
283
|
54.42%
|
|
|
1953
|
Beacon Financial Group
Dallas,
Texas
|
$451M
|
-$31.5M
|
-7%
|
0.48%
|
60.3%
|
196
|
21.43%
|
|
|
1954
|
Bernzott Capital Advisors
Camarillo,
California
|
$451M
|
-$9.05M
|
-2%
|
3.08%
|
46.6%
|
56
|
19.64%
|
|
|
1955
|
Patriot Wealth Management
Houston,
Texas
|
$450M
|
+$22.1M
|
+5%
|
1.56%
|
24.3%
|
65
|
10.77%
|
|
|
1956
|
SeaStone Capital Management
New York
|
$449M
|
-$194M
|
-30%
|
6.7%
|
17.6%
|
46
|
52.17%
|
|
|
1957
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$449M
|
-$12.5M
|
-3%
|
1.37%
|
42.3%
|
86
|
11.63%
|
|
|
1958
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$449M
|
-$7.61M
|
-2%
|
0.04%
|
68%
|
135
|
7.41%
|
|
|
1959
|
Prospera Financial Services
Dallas,
Texas
|
$449M
|
+$47.8M
|
+12%
|
2.23%
|
97.4%
|
363
|
31.4%
|
|
|
1960
|
Gratus Capital
Atlanta,
Georgia
|
$449M
|
+$26.2M
|
+6%
|
0.35%
|
51.4%
|
105
|
34.29%
|
|
|
1961
|
Cobiz Wealth
Denver,
Colorado
|
$448M
|
+$10.8M
|
+2%
|
3.88%
|
54%
|
136
|
10.29%
|
|
|
1962
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$448M
|
-$14.2M
|
-3%
|
0.47%
|
22.5%
|
85
|
32.94%
|
|
|
1963
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$447M
|
+$16.8M
|
+4%
|
1.53%
|
52.8%
|
63
|
12.7%
|
|
|
1964
|
Corbyn Investment Management
Lutherville,
Maryland
|
$447M
|
-$76M
|
-15%
|
1.61%
|
71.9%
|
52
|
17.31%
|
|
|
1965
|
LS Power Partners II
New York
|
$447M
|
+$3.95M
|
+0.9%
|
3.34%
|
27.3%
|
1
|
0%
|
|
|
1966
|
Howe & Rusling
Rochester,
New York
|
$446M
|
+$29.1M
|
+7%
|
3.88%
|
82%
|
1,034
|
18.28%
|
|
|
1967
|
NBW Capital
Boston,
Massachusetts
|
$446M
|
+$10.2M
|
+2%
|
2.33%
|
86%
|
83
|
16.87%
|
|
|
1968
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$446M
|
+$9.1M
|
+2%
|
1.93%
|
85.7%
|
172
|
8.72%
|
|
|
1969
|
Asset Advisors Corp
Augusta,
Georgia
|
$446M
|
-$7.08M
|
-2%
|
0.39%
|
41.4%
|
168
|
11.31%
|
|
|
1970
|
Grace Capital
Quincy,
Massachusetts
|
$445M
|
+$29.3M
|
+7%
|
2.06%
|
127%
|
107
|
17.76%
|
|
|
1971
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$445M
|
–
|
–
|
0.85%
|
93%
|
171
|
–
|
|
|
1972
|
Astenbeck Capital Management
Southport,
Connecticut
|
$445M
|
+$341M
|
+329%
|
1.27%
|
12.4%
|
21
|
42.86%
|
|
|
1973
|
Bainco International Investors
Boston,
Massachusetts
|
$444M
|
+$21.8M
|
+5%
|
2.27%
|
69.4%
|
93
|
15.05%
|
|
|
1974
|
Appleton Partners
Boston,
Massachusetts
|
$443M
|
+$6.59M
|
+2%
|
3.74%
|
101%
|
197
|
14.72%
|
|
|
1975
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$443M
|
-$3.21M
|
-0.7%
|
2.79%
|
38.8%
|
100
|
5%
|
|