|
1951
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.22M
|
-$12.4K
|
-88
|
-1%
|
|
|
1952
|
Fox Run Management
Greenwich,
Connecticut
|
$1.22M
|
+$1.2M
|
+8,519
|
New
|
|
|
1953
|
Coastwise Capital Group
La Jolla,
California
|
$1.22M
|
+$51.9K
|
+368
|
+5%
|
|
|
1954
|
LCM Capital Management
Chicago,
Illinois
|
$1.22M
|
+$4.65K
|
+33
|
+0.4%
|
|
|
1955
|
World Equity Group
Schaumburg,
Illinois
|
$1.21M
|
-$13.3K
|
-94
|
-1%
|
|
|
1956
|
Channing Capital Management
Chicago,
Illinois
|
$1.21M
|
-$320K
|
-2,267
|
-21%
|
|
|
1957
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$1.21M
|
–
|
–
|
–
|
|
|
1958
|
FMB Wealth Management
Westlake Village,
California
|
$1.21M
|
+$29.3K
|
+208
|
+3%
|
|
|
1959
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.2M
|
+$3.38K
|
+24
|
+0.3%
|
|
|
1960
|
Canal Capital Management
Richmond,
Virginia
|
$1.2M
|
+$48.8K
|
+346
|
+4%
|
|
|
1961
|
Garda Capital Partners
Wayzata,
Minnesota
|
$1.2M
|
+$1.19M
|
+8,408
|
New
|
|
|
1962
|
TCM Advisors
Martinsburg,
West Virginia
|
$1.2M
|
–
|
–
|
–
|
|
|
1963
|
Shelton Wealth Management
Fort Worth,
Texas
|
$1.2M
|
+$1.18M
|
+8,389
|
New
|
|
|
1964
|
GAM Holding
Zurich,
Switzerland
|
$1.2M
|
-$396K
|
-2,808
|
-25%
|
|
|
1965
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$1.2M
|
+$226K
|
+1,605
|
+24%
|
|
|
1966
|
Arvest Investments
Lowell,
Arkansas
|
$1.2M
|
-$529K
|
-3,751
|
-31%
|
|
|
1967
|
GoalVest Advisory
New York
|
$1.2M
|
+$74.4K
|
+528
|
+7%
|
|
|
1968
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$1.19M
|
-$23.6M
|
-167,470
|
-95%
|
|
|
1969
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$1.19M
|
-$9.45K
|
-67
|
-0.8%
|
|
|
1970
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.19M
|
+$30.4K
|
+216
|
+3%
|
|
|
1971
|
Arlington Trust
Birmingham,
Alabama
|
$1.19M
|
-$149K
|
-1,060
|
-11%
|
|
|
1972
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.19M
|
+$97.1K
|
+689
|
+9%
|
|
|
1973
|
Needham Investment Management
New York
|
$1.18M
|
-$70.5K
|
-500
|
-6%
|
|
|
1974
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.18M
|
+$135K
|
+957
|
+13%
|
|
|
1975
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.18M
|
+$705
|
+5
|
+0.1%
|
|
