|
1951
|
HBC Financial Services
Seattle,
Washington
|
$37.8K
|
–
|
–
|
–
|
|
|
1952
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$36K
|
–
|
–
|
–
|
|
|
1953
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$36K
|
+$12.8K
|
+62
|
+67%
|
|
|
1954
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$35K
|
+$15.9K
|
+77
|
+105%
|
|
|
1955
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$35K
|
+$31.7K
|
+153
|
New
|
|
|
1956
|
Versant Capital Management
Phoenix,
Arizona
|
$34K
|
+$10.1K
|
+49
|
+51%
|
|
|
1957
|
Leelyn Smith
Geneva,
Illinois
|
$33K
|
+$207
|
+1
|
+0.7%
|
|
|
1958
|
Global Financial Private Client
Sarasota,
Florida
|
$32.8K
|
–
|
–
|
–
|
|
|
1959
|
|
$31K
|
-$51.8K
|
-250
|
-65%
|
|
|
1960
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$31K
|
+$2.9K
|
+14
|
+12%
|
|
|
1961
|
Canton Hathaway
Providence,
Rhode Island
|
$27K
|
–
|
–
|
–
|
|
|
1962
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$26K
|
-$8.7K
|
-42
|
-27%
|
|
|
1963
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$26K
|
+$22.8K
|
+110
|
New
|
|
|
1964
|
Elmwood Wealth Management
Berkeley,
California
|
$26K
|
+$22.8K
|
+110
|
New
|
|
|
1965
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$26K
|
+$23.6K
|
+114
|
New
|
|
|
1966
|
Crewe Advisors
Salt Lake City,
Utah
|
$25K
|
–
|
–
|
–
|
|
|
1967
|
Bellwether Advisors
Lincoln,
Nebraska
|
$25K
|
+$8.7K
|
+42
|
+62%
|
|
|
1968
|
Firestone Capital Management
Coral Gables,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
1969
|
Tortoise Investment Management
White Plains,
New York
|
$24K
|
–
|
–
|
–
|
|
|
1970
|
Resolute Advisors
San Francisco,
California
|
$24K
|
+$26.9K
|
+130
|
New
|
|
|
1971
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$23K
|
–
|
–
|
–
|
|
|
1972
|
Spectrum Management Group
Indianapolis,
Indiana
|
$23K
|
–
|
–
|
–
|
|
|
1973
|
TCTC Holdings
Dallas,
Texas
|
$23K
|
–
|
–
|
–
|
|
|
1974
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$23K
|
+$20.7K
|
+100
|
New
|
|
|
1975
|
Aspire Private Capital
Cornelius,
North Carolina
|
$22K
|
-$41.4K
|
-200
|
-67%
|
|
