|
1951
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$181K
|
+$207K
|
+2,163
|
New
|
|
|
1952
|
|
$180K
|
–
|
–
|
–
|
|
|
1953
|
Planning Alternatives
Birmingham,
Michigan
|
$179K
|
-$63.3K
|
-663
|
-24%
|
|
|
1954
|
QCI Asset Management
Pittsford,
New York
|
$178K
|
-$10.1M
|
-105,567
|
-98%
|
|
|
1955
|
Amarillo National Bank
Amarillo,
Texas
|
$177K
|
-$5.82K
|
-61
|
-3%
|
|
|
1956
|
Comerica Securities
Detroit,
Michigan
|
$177K
|
-$3.44K
|
-36
|
-2%
|
|
|
1957
|
Wedge Capital Management
Charlotte,
North Carolina
|
$177K
|
+$9.36K
|
+98
|
+5%
|
|
|
1958
|
Alpha Windward
Westwood,
Massachusetts
|
$176K
|
-$51.5K
|
-539
|
-20%
|
|
|
1959
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$176K
|
-$16.7K
|
-175
|
-8%
|
|
|
1960
|
Mawer Investment Management
Calgary,
Alberta, Canada
|
$175K
|
-$99.6K
|
-1,043
|
-33%
|
|
|
1961
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$175K
|
-$79.3K
|
-831
|
-28%
|
|
|
1962
|
Heritage Way Advisors
Rockford,
Illinois
|
$174K
|
+$199K
|
+2,087
|
New
|
|
|
1963
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$172K
|
-$105K
|
-1,096
|
-35%
|
|
|
1964
|
Avior Wealth Management
Omaha,
Nebraska
|
$168K
|
-$58K
|
-607
|
-23%
|
|
|
1965
|
Nelson Capital Management
Menlo Park,
California
|
$168K
|
-$32.3K
|
-338
|
-14%
|
|
|
1966
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$168K
|
+$23.3K
|
+244
|
+14%
|
|
|
1967
|
Squar Milner Financial Services
Irvine,
California
|
$164K
|
+$201K
|
+2,102
|
New
|
|
|
1968
|
Perennial Advisors
New York
|
$160K
|
-$90.9K
|
-952
|
-33%
|
|
|
1969
|
Baystate Wealth Management
Boston,
Massachusetts
|
$157K
|
-$52.4K
|
-549
|
-21%
|
|
|
1970
|
American Financial Network Advisory Services
Calabasas,
California
|
$155K
|
-$528K
|
-5,534
|
-75%
|
|
|
1971
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$155K
|
+$177K
|
+1,849
|
New
|
|
|
1972
|
Tortoise Investment Management
White Plains,
New York
|
$153K
|
-$15.9K
|
-167
|
-8%
|
|
|
1973
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$151K
|
-$3.44K
|
-36
|
-2%
|
|
|
1974
|
One Wealth Advisors
San Francisco,
California
|
$150K
|
+$172K
|
+1,800
|
New
|
|
|
1975
|
Kaizen Advisory
Wheaton,
Illinois
|
$147K
|
+$168K
|
+1,757
|
New
|
|
