|
1951
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$4.07M
|
-$631K
|
-1,303
|
-14%
|
|
|
1952
|
Diversified Enterprises
Wilmington,
Delaware
|
$4.07M
|
+$226K
|
+466
|
+6%
|
|
|
1953
|
Addison Advisors
Middlebury,
Vermont
|
$4.07M
|
+$31.5K
|
+65
|
+0.8%
|
|
|
1954
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.06M
|
-$263K
|
-542
|
-6%
|
|
|
1955
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$4.06M
|
+$243K
|
+502
|
+7%
|
|
|
1956
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$4.05M
|
-$17K
|
-35
|
-0.4%
|
|
|
1957
|
Brave Asset Management
Summit,
New Jersey
|
$4.05M
|
+$654K
|
+1,350
|
+20%
|
|
|
1958
|
Turn8 Private Wealth
Pointe Claire,
|
$4.04M
|
+$201K
|
+416
|
+5%
|
|
|
1959
|
FWL Investment Management
Dallas,
Texas
|
$4.04M
|
-$242K
|
-500
|
-6%
|
|
|
1960
|
Chapin Davis
Baltimore,
Maryland
|
$4.03M
|
-$43.6K
|
-90
|
-1%
|
|
|
1961
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$4.02M
|
-$573K
|
-1,184
|
-13%
|
|
|
1962
|
TTP Investments
San Jose,
California
|
$4.02M
|
-$438K
|
-905
|
-10%
|
|
|
1963
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$4.02M
|
+$1.68M
|
+3,476
|
+77%
|
|
|
1964
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$4.01M
|
+$170K
|
+351
|
+5%
|
|
|
1965
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$4.01M
|
-$113K
|
-233
|
-3%
|
|
|
1966
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$4M
|
–
|
–
|
–
|
|
|
1967
|
Boston Partners
Boston,
Massachusetts
|
$3.99M
|
+$586K
|
+1,209
|
+18%
|
|
|
1968
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$3.99M
|
+$1.74M
|
+3,594
|
+83%
|
|
|
1969
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$3.99M
|
+$160K
|
+331
|
+4%
|
|
|
1970
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$3.98M
|
+$931K
|
+1,923
|
+32%
|
|
|
1971
|
GeoWealth Management
Chicago,
Illinois
|
$3.98M
|
+$1.57M
|
+3,238
|
+69%
|
|
|
1972
|
Wimmer Associates 1
Pasadena,
California
|
$3.96M
|
+$33.9K
|
+70
|
+0.9%
|
|
|
1973
|
Rebalance
Palo Alto,
California
|
$3.96M
|
–
|
–
|
–
|
|
|
1974
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$3.96M
|
+$16.5K
|
+34
|
+0.4%
|
|
|
1975
|
New England Research & Management
Chicago,
Illinois
|
$3.96M
|
–
|
–
|
–
|
|
