|
1951
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$727K
|
–
|
–
|
–
|
|
|
1952
|
Miramar Capital
Northbrook,
Illinois
|
$726K
|
+$662K
|
+1,261
|
New
|
|
|
1953
|
qPULA Trading Management
New York
|
$722K
|
+$393K
|
+748
|
+148%
|
|
|
1954
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$721K
|
+$3.15K
|
+6
|
+0.5%
|
|
|
1955
|
Hofer & Associates
Thousand Oaks,
California
|
$721K
|
+$35.2K
|
+67
|
+6%
|
|
|
1956
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$719K
|
+$79.8K
|
+152
|
+14%
|
|
|
1957
|
Fulcrum Capital
Seattle,
Washington
|
$716K
|
-$56.7K
|
-108
|
-8%
|
|
|
1958
|
Addison Capital
Conshohocken,
Pennsylvania
|
$711K
|
–
|
–
|
–
|
|
|
1959
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$710K
|
-$42.5K
|
-81
|
-6%
|
|
|
1960
|
Watchman Group
Plano,
Texas
|
$710K
|
+$29.9K
|
+57
|
+5%
|
|
|
1961
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$708K
|
+$11.5K
|
+22
|
+2%
|
|
|
1962
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$708K
|
+$46.2K
|
+88
|
+8%
|
|
|
1963
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$705K
|
-$374K
|
-713
|
-37%
|
|
|
1964
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$704K
|
-$1.57K
|
-3
|
-0.2%
|
|
|
1965
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$702K
|
-$12.6K
|
-24
|
-2%
|
|
|
1966
|
Cheviot Value Management
Beverly Hills,
California
|
$699K
|
-$52.5K
|
-100
|
-8%
|
|
|
1967
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$699K
|
+$3.15K
|
+6
|
+0.5%
|
|
|
1968
|
Essex Savings Bank
Essex,
Connecticut
|
$698K
|
-$29.9K
|
-57
|
-4%
|
|
|
1969
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$698K
|
–
|
–
|
–
|
|
|
1970
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$697K
|
+$52K
|
+99
|
+9%
|
|
|
1971
|
Burton Enright Welch
Walnut Creek,
California
|
$697K
|
-$9.45K
|
-18
|
-1%
|
|
|
1972
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$696K
|
+$10.5K
|
+20
|
+2%
|
|
|
1973
|
Bigelow Investment Advisors
Portland,
Maine
|
$694K
|
–
|
–
|
–
|
|
|
1974
|
OneAscent Financial Services
Birmingham,
Alabama
|
$694K
|
+$53K
|
+101
|
+9%
|
|
|
1975
|
Bangor Savings Bank
Bangor,
Maine
|
$693K
|
+$5.25K
|
+10
|
+0.8%
|
|
