|
1951
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$3.51M
|
+$6.43K
|
+132
|
+0.2%
|
|
|
1952
|
&Partners
Nashville,
Tennessee
|
$3.51M
|
-$390K
|
-8,008
|
-10%
|
|
|
1953
|
IMA Advisory Services
Denver,
Colorado
|
$3.51M
|
+$47.2K
|
+968
|
+1%
|
|
|
1954
|
Montgomery Investment Management
Rockville,
Maryland
|
$3.5M
|
-$136K
|
-2,800
|
-4%
|
|
|
1955
|
Seelaus Asset Management
Chatham,
New Jersey
|
$3.49M
|
-$13.3K
|
-272
|
-0.4%
|
|
|
1956
|
JSF Financial
Los Angeles,
California
|
$3.48M
|
+$578K
|
+11,856
|
+20%
|
|
|
1957
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$3.48M
|
-$58.9K
|
-1,208
|
-2%
|
|
|
1958
|
Wealthquest
Cincinnati,
Ohio
|
$3.48M
|
+$703K
|
+14,424
|
+26%
|
|
|
1959
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$3.47M
|
-$986K
|
-20,240
|
-22%
|
|
|
1960
|
Norway Savings Bank
Portland,
Maine
|
$3.47M
|
-$61.4K
|
-1,260
|
-2%
|
|
|
1961
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$3.47M
|
-$134K
|
-2,748
|
-4%
|
|
|
1962
|
Tanaka Capital Management
New York
|
$3.46M
|
-$181K
|
-3,716
|
-5%
|
|
|
1963
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$3.46M
|
-$1.06M
|
-21,660
|
-24%
|
|
|
1964
|
L.J. Altfest & Co
New York
|
$3.46M
|
+$138K
|
+2,824
|
+4%
|
|
|
1965
|
Ballast Inc
Lexington,
Kentucky
|
$3.45M
|
+$4.29K
|
+88
|
+0.1%
|
|
|
1966
|
Searle & Co
Greenwich,
Connecticut
|
$3.44M
|
–
|
–
|
–
|
|
|
1967
|
Congress Park Capital
Saratoga Springs,
New York
|
$3.44M
|
-$1.93M
|
-39,632
|
-37%
|
|
|
1968
|
Family Legacy Inc
Greenville,
South Carolina
|
$3.44M
|
-$16.2K
|
-332
|
-0.5%
|
|
|
1969
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$3.44M
|
+$1.75K
|
+36
|
+0.1%
|
|
|
1970
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$3.44M
|
+$48.1K
|
+988
|
+1%
|
|
|
1971
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$3.44M
|
+$139K
|
+2,856
|
+4%
|
|
|
1972
|
Trek Financial
Scottsdale,
Arizona
|
$3.43M
|
+$141K
|
+2,884
|
+4%
|
|
|
1973
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$3.42M
|
+$282K
|
+5,796
|
+9%
|
|
|
1974
|
Harbour Investment Management
Edmonds,
Washington
|
$3.42M
|
+$10.9K
|
+224
|
+0.3%
|
|
|
1975
|
MCF Advisors
Covington,
Kentucky
|
$3.41M
|
-$14.8K
|
-304
|
-0.4%
|
|
