|
1951
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$15K
|
–
|
–
|
–
|
|
|
1952
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
1953
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$15K
|
–
|
–
|
–
|
|
|
1954
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$13.5K
|
–
|
–
|
–
|
|
|
1955
|
Holloway Wealth Management
Gainesville,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
1956
|
Monument Capital Management
Alexandria,
Virginia
|
$13K
|
–
|
–
|
–
|
|
|
1957
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$12K
|
-$8.52K
|
-115
|
-38%
|
|
|
1958
|
Wealthcare Capital Management
Richmond,
Virginia
|
$12K
|
–
|
–
|
–
|
|
|
1959
|
New Capital Management
Houston,
Texas
|
$11K
|
-$12.9K
|
-174
|
-51%
|
|
|
1960
|
Financial Engines Advisors
Santa Clara,
California
|
$9K
|
-$2K
|
-27
|
-17%
|
|
|
1961
|
Somerset Trust
Somerset,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
1962
|
Corbyn Investment Management
Lutherville,
Maryland
|
$9K
|
+$10.2K
|
+138
|
New
|
|
|
1963
|
Destination Wealth Management
Walnut Creek,
California
|
$8K
|
-$465K
|
-6,280
|
-98%
|
|
|
1964
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$8K
|
-$5.19K
|
-70
|
-38%
|
|
|
1965
|
Troy Asset Management
London,
United Kingdom
|
$8K
|
–
|
–
|
–
|
|
|
1966
|
Watermark Asset Management
San Ramon,
California
|
$8K
|
+$296
|
+4
|
+4%
|
|
|
1967
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8K
|
+$3.63K
|
+49
|
+61%
|
|
|
1968
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$8K
|
+$9.26K
|
+125
|
New
|
|
|
1969
|
Thompson Davis & Co
Richmond,
Virginia
|
$7K
|
-$25.5K
|
-344
|
-75%
|
|
|
1970
|
Winch Advisory Services
Appleton,
Wisconsin
|
$7K
|
-$6.15K
|
-83
|
-45%
|
|
|
1971
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5K
|
+$4.59K
|
+62
|
+282%
|
|
|
1972
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$4K
|
-$156K
|
-2,103
|
-97%
|
|
|
1973
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$4K
|
-$52.6K
|
-710
|
-93%
|
|
|
1974
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
1975
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.37K
|
–
|
–
|
–
|
|
