|
1951
|
Verity Asset Management
Durham,
North Carolina
|
$3.46M
|
-$4.04M
|
-77,568
|
-56%
|
|
|
1952
|
HeadInvest LLC
Portland,
Maine
|
$3.46M
|
+$31.2K
|
+600
|
+1%
|
|
|
1953
|
Cedar Capital
Barrington,
Illinois
|
$3.46M
|
+$364K
|
+6,996
|
+13%
|
|
|
1954
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$3.46M
|
-$559K
|
-10,736
|
-15%
|
|
|
1955
|
|
$3.45M
|
-$207K
|
-3,972
|
-6%
|
|
|
1956
|
Basswood Capital Management
New York
|
$3.45M
|
–
|
–
|
–
|
|
|
1957
|
Quantum Capital Management (California)
San Francisco,
California
|
$3.44M
|
-$32.7K
|
-628
|
-1%
|
|
|
1958
|
United Bank (Georgia)
Zebulon,
Georgia
|
$3.41M
|
-$59.2K
|
-1,136
|
-2%
|
|
|
1959
|
New England Research & Management
Chicago,
Illinois
|
$3.41M
|
-$7.5K
|
-144
|
-0.2%
|
|
|
1960
|
First Washington Corp
Seattle,
Washington
|
$3.41M
|
-$12.9K
|
-248
|
-0.4%
|
|
|
1961
|
Elmwood Wealth Management
Berkeley,
California
|
$3.4M
|
+$36.2K
|
+696
|
+1%
|
|
|
1962
|
CSat Investment Advisory
Detroit,
Michigan
|
$3.4M
|
-$28.1K
|
-540
|
-0.9%
|
|
|
1963
|
Orca Investment Management
Roseburg,
Oregon
|
$3.4M
|
-$150K
|
-2,880
|
-5%
|
|
|
1964
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.4M
|
-$335K
|
-6,436
|
-10%
|
|
|
1965
|
Diversified Trust
Memphis,
Tennessee
|
$3.39M
|
+$65K
|
+1,248
|
+2%
|
|
|
1966
|
Dodge & Cox
San Francisco,
California
|
$3.39M
|
+$729K
|
+14,000
|
+30%
|
|
|
1967
|
Weiss Multi-Strategy Advisers
New York
|
$3.39M
|
+$3.12M
|
+60,000
|
New
|
|
|
1968
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$3.38M
|
-$58.5K
|
-1,124
|
-2%
|
|
|
1969
|
REDW Wealth
Albuquerque,
New Mexico
|
$3.38M
|
+$10.6K
|
+204
|
+0.3%
|
|
|
1970
|
Hall Capital Management
Barrington,
Rhode Island
|
$3.36M
|
-$12.7K
|
-244
|
-0.4%
|
|
|
1971
|
|
$3.36M
|
-$22.9K
|
-440
|
-0.7%
|
|
|
1972
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$3.35M
|
+$488K
|
+9,380
|
+19%
|
|
|
1973
|
Vectors Research Management
New York
|
$3.35M
|
+$3.73M
|
+71,620
|
New
|
|
|
1974
|
Credential Qtrade Securities
Vancouver,
|
$3.34M
|
+$3.08M
|
+59,208
|
New
|
|
|
1975
|
Planning Alternatives
Birmingham,
Michigan
|
$3.33M
|
-$7.5K
|
-144
|
-0.2%
|
|
