|
1951
|
TCG Advisors
Austin,
Texas
|
$3.92M
|
+$1.42M
|
+27,080
|
+63%
|
|
|
1952
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$3.91M
|
–
|
–
|
–
|
|
|
1953
|
Atlas Brown
Louisville,
Kentucky
|
$3.9M
|
-$284K
|
-5,440
|
-7%
|
|
|
1954
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$3.9M
|
-$26.1K
|
-500
|
-0.7%
|
|
|
1955
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$3.88M
|
-$17.4K
|
-332
|
-0.5%
|
|
|
1956
|
Norway Savings Bank
Portland,
Maine
|
$3.87M
|
-$51K
|
-976
|
-1%
|
|
|
1957
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$3.87M
|
+$910K
|
+17,412
|
+34%
|
|
|
1958
|
RBA Wealth Management
Newport Beach,
California
|
$3.87M
|
+$6.27K
|
+120
|
+0.2%
|
|
|
1959
|
Sonata Capital Group
Seattle,
Washington
|
$3.86M
|
+$26.8K
|
+512
|
+0.7%
|
|
|
1960
|
CX Institutional
Auburn,
Indiana
|
$3.85M
|
+$1.32M
|
+25,176
|
+58%
|
|
|
1961
|
Pure Financial Advisors
San Diego,
California
|
$3.84M
|
-$615K
|
-11,768
|
-15%
|
|
|
1962
|
|
$3.84M
|
+$5.23K
|
+100
|
+0.1%
|
|
|
1963
|
Harbour Investment Management
Edmonds,
Washington
|
$3.83M
|
-$30.5K
|
-584
|
-0.8%
|
|
|
1964
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$3.83M
|
+$172K
|
+3,284
|
+5%
|
|
|
1965
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.83M
|
+$566K
|
+10,828
|
+19%
|
|
|
1966
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$3.81M
|
-$576K
|
-11,024
|
-14%
|
|
|
1967
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$3.81M
|
-$627K
|
-12,000
|
-15%
|
|
|
1968
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$3.81M
|
-$35.3K
|
-676
|
-1%
|
|
|
1969
|
Excalibur Management
Waltham,
Massachusetts
|
$3.8M
|
-$477K
|
-9,124
|
-12%
|
|
|
1970
|
Ferox Capital Management
London,
United Kingdom
|
$3.79M
|
+$3.55M
|
+67,920
|
New
|
|
|
1971
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$3.77M
|
+$209
|
+4
|
+0%
|
|
|
1972
|
Wealthquest
Cincinnati,
Ohio
|
$3.77M
|
-$159K
|
-3,032
|
-4%
|
|
|
1973
|
Morse Asset Management
Darien,
Connecticut
|
$3.77M
|
-$680K
|
-13,000
|
-16%
|
|
|
1974
|
Tanaka Capital Management
New York
|
$3.75M
|
-$151K
|
-2,880
|
-4%
|
|
|
1975
|
L.J. Altfest & Co
New York
|
$3.74M
|
-$165K
|
-3,156
|
-5%
|
|
