|
1951
|
King Wealth Management Group
Naples,
Florida
|
$294K
|
+$16K
|
+840
|
+6%
|
|
|
1952
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$294K
|
-$21.3K
|
-1,120
|
-7%
|
|
|
1953
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$290K
|
–
|
–
|
–
|
|
|
1954
|
Bernzott Capital Advisors
Camarillo,
California
|
$290K
|
+$21.3K
|
+1,120
|
+8%
|
|
|
1955
|
Archford Capital Strategies
Swansea,
Illinois
|
$290K
|
+$288K
|
+15,120
|
New
|
|
|
1956
|
Invictus RG (Singapore)
Singapore
|
$287K
|
-$95.3K
|
-5,012
|
-25%
|
|
|
1957
|
Matrix Asset Advisors
White Plains,
New York
|
$287K
|
-$1.06K
|
-56
|
-0.4%
|
|
|
1958
|
Trust Asset Management
Houston,
Texas
|
$281K
|
+$279K
|
+14,644
|
New
|
|
|
1959
|
Provident Trust Company
Waukesha,
Wisconsin
|
$277K
|
+$275K
|
+14,476
|
New
|
|
|
1960
|
Lehman Financial Resources
Media,
Pennsylvania
|
$275K
|
+$53.3K
|
+2,800
|
+24%
|
|
|
1961
|
Brouwer & Janachowski
Mill Valley,
California
|
$275K
|
+$273K
|
+14,336
|
New
|
|
|
1962
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$273K
|
–
|
–
|
–
|
|
|
1963
|
Oberweis Asset Management
Lisle,
Illinois
|
$270K
|
-$4.79K
|
-252
|
-2%
|
|
|
1964
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$270K
|
–
|
–
|
–
|
|
|
1965
|
Group One Trading
Chicago,
Illinois
|
$268K
|
-$1.81M
|
-95,228
|
-87%
|
|
|
1966
|
Yorktown Management & Research Company
Forest,
Virginia
|
$268K
|
–
|
–
|
–
|
|
|
1967
|
Barnett & Company
Chattanooga,
Tennessee
|
$268K
|
+$266K
|
+13,972
|
New
|
|
|
1968
|
Grace Brothers Management
Evanston,
Illinois
|
$268K
|
+$266K
|
+14,000
|
New
|
|
|
1969
|
Courage Miller Partners
Norfolk,
Virginia
|
$267K
|
-$10.1K
|
-532
|
-4%
|
|
|
1970
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$266K
|
-$53.3K
|
-2,800
|
-17%
|
|
|
1971
|
Madden Advisory Services
Jacksonville,
Florida
|
$260K
|
-$4.79K
|
-252
|
-2%
|
|
|
1972
|
Excalibur Management
Waltham,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
1973
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$256K
|
+$53.3K
|
+2,800
|
+27%
|
|
|
1974
|
Davis Selected Advisers
Tucson,
Arizona
|
$255K
|
-$533
|
-28
|
-0.2%
|
|
|
1975
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$253K
|
-$30.9K
|
-1,624
|
-11%
|
|
