|
1951
|
Founders Capital Management (Texas)
Houston,
Texas
|
$55K
|
+$6.35K
|
+58
|
+12%
|
|
|
1952
|
First Community Trust
Dubuque,
Iowa
|
$54.8K
|
-$7.33K
|
-67
|
-11%
|
|
|
1953
|
Tacita Capital
Toronto,
Ontario, Canada
|
$54K
|
+$41K
|
+375
|
+221%
|
|
|
1954
|
Focused Wealth Management
Newburgh,
New York
|
$52.6K
|
+$109
|
+1
|
+0.2%
|
|
|
1955
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$52K
|
-$75.6K
|
-691
|
-58%
|
|
|
1956
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$52K
|
+$27.2K
|
+249
|
+92%
|
|
|
1957
|
Versant Capital Management
Phoenix,
Arizona
|
$52K
|
-$12.6K
|
-115
|
-18%
|
|
|
1958
|
PFS Partners
Mine Hill,
New Jersey
|
$51.3K
|
+$219
|
+2
|
+0.4%
|
|
|
1959
|
Bell Investment Advisors
Oakland,
California
|
$50.5K
|
-$7.77K
|
-71
|
-12%
|
|
|
1960
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$49.9K
|
-$20.4K
|
-186
|
-27%
|
|
|
1961
|
Pathway Financial Advisers
Auburn,
Indiana
|
$49.9K
|
-$10.6K
|
-97
|
-16%
|
|
|
1962
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$49.8K
|
–
|
–
|
–
|
|
|
1963
|
CAAS Capital Management
New York
|
$49.5K
|
+$54.6K
|
+499
|
New
|
|
|
1964
|
Global Financial Private Client
Sarasota,
Florida
|
$48.1K
|
–
|
–
|
–
|
|
|
1965
|
Antonetti Capital Management
Naples,
Florida
|
$48.1K
|
–
|
–
|
–
|
|
|
1966
|
Harvest Fund Management
Beijing,
China
|
$47K
|
-$249K
|
-2,277
|
-83%
|
|
|
1967
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$47K
|
–
|
–
|
–
|
|
|
1968
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$45K
|
+$219
|
+2
|
+0.4%
|
|
|
1969
|
Wolff Wiese Magana
Carslbad,
California
|
$44.8K
|
+$7.44K
|
+68
|
+18%
|
|
|
1970
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$43.5K
|
–
|
–
|
–
|
|
|
1971
|
Lee Financial
Dallas,
Texas
|
$41.9K
|
-$309K
|
-2,821
|
-87%
|
|
|
1972
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$39.9K
|
+$21K
|
+192
|
+91%
|
|
|
1973
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$39.8K
|
+$23.5K
|
+215
|
+116%
|
|
|
1974
|
Thompson Investment Management
Madison,
Wisconsin
|
$39.7K
|
+$43.8K
|
+400
|
New
|
|
|
1975
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$38.8K
|
-$21.9K
|
-200
|
-34%
|
|
