|
1951
|
Fusion Family Wealth
Woodbury,
New York
|
$119K
|
-$30.1K
|
-268
|
-19%
|
|
|
1952
|
Wolverine Asset Management
Chicago,
Illinois
|
$113K
|
+$118K
|
+1,054
|
New
|
|
|
1953
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$112K
|
–
|
–
|
–
|
|
|
1954
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$111K
|
–
|
–
|
–
|
|
|
1955
|
Tortoise Investment Management
White Plains,
New York
|
$109K
|
-$35.3K
|
-315
|
-24%
|
|
|
1956
|
First Washington Corp
Seattle,
Washington
|
$107K
|
–
|
–
|
–
|
|
|
1957
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$102K
|
+$112
|
+1
|
+0.1%
|
|
|
1958
|
Solaris Asset Management
New York
|
$98K
|
–
|
–
|
–
|
|
|
1959
|
Regal Wealth Group
Seal Beach,
California
|
$94K
|
+$897
|
+8
|
+0.9%
|
|
|
1960
|
First Eagle Investment Management
New York
|
$92K
|
-$16.8K
|
-150
|
-15%
|
|
|
1961
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$90K
|
–
|
–
|
–
|
|
|
1962
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$87K
|
–
|
–
|
–
|
|
|
1963
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$87K
|
+$673
|
+6
|
+0.7%
|
|
|
1964
|
Pathstone Family Office
Englewood,
New Jersey
|
$85K
|
-$114K
|
-1,015
|
-56%
|
|
|
1965
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$85K
|
+$112
|
+1
|
+0.1%
|
|
|
1966
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$77K
|
+$785
|
+7
|
+1%
|
|
|
1967
|
Mondrian Investment Partners
London,
United Kingdom
|
$76K
|
–
|
–
|
–
|
|
|
1968
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$74K
|
-$356K
|
-3,175
|
-82%
|
|
|
1969
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$74K
|
-$14.5K
|
-129
|
-16%
|
|
|
1970
|
Litman Gregory Wealth Management
Larkspur,
California
|
$72K
|
+$75.4K
|
+672
|
New
|
|
|
1971
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$71K
|
+$74.1K
|
+661
|
New
|
|
|
1972
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$67.1K
|
-$250K
|
-2,225
|
-78%
|
|
|
1973
|
Tower Research Capital (TRC)
New York
|
$67K
|
-$7.28M
|
-64,865
|
-99%
|
|
|
1974
|
Acrospire Investment Management
Chicago,
Illinois
|
$64K
|
-$33.6K
|
-300
|
-33%
|
|
|
1975
|
American Beacon Advisors
Irving,
Texas
|
$58.3K
|
+$60.9K
|
+543
|
New
|
|
