|
1951
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$752K
|
-$1.16K
|
-20
|
-0.1%
|
|
|
1952
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$749K
|
–
|
–
|
–
|
|
|
1953
|
Hayden Royal
Charlotte,
North Carolina
|
$746K
|
+$217K
|
+3,740
|
+40%
|
|
|
1954
|
Empirical Finance
Havertown,
Pennsylvania
|
$745K
|
-$8.11K
|
-140
|
-1%
|
|
|
1955
|
Pin Oak Investment Advisors
Houston,
Texas
|
$732K
|
+$45.2K
|
+780
|
+6%
|
|
|
1956
|
|
$730K
|
-$16.2K
|
-280
|
-2%
|
|
|
1957
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$729K
|
+$703K
|
+12,140
|
+920%
|
|
|
1958
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$724K
|
+$123K
|
+2,120
|
+19%
|
|
|
1959
|
Excalibur Management
Waltham,
Massachusetts
|
$723K
|
+$82.2K
|
+1,420
|
+12%
|
|
|
1960
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$722K
|
-$9.26K
|
-160
|
-1%
|
|
|
1961
|
Stewart & Patten Company
Lafayette,
California
|
$719K
|
–
|
–
|
–
|
|
|
1962
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$715K
|
-$6.95K
|
-120
|
-0.9%
|
|
|
1963
|
Howe & Rusling
Rochester,
New York
|
$712K
|
-$384K
|
-6,640
|
-34%
|
|
|
1964
|
Strategic Global Advisors
Newport Beach,
California
|
$712K
|
–
|
–
|
–
|
|
|
1965
|
Independent Investors Inc
Nesconset,
New York
|
$710K
|
–
|
–
|
–
|
|
|
1966
|
First Bank & Trust
Brookings,
South Dakota
|
$701K
|
-$5.79K
|
-100
|
-0.8%
|
|
|
1967
|
TLWM Financial
San Antonio,
Texas
|
$700K
|
-$45.2K
|
-780
|
-6%
|
|
|
1968
|
Community Bank
Dewitt,
New York
|
$700K
|
+$394K
|
+6,800
|
+111%
|
|
|
1969
|
High Pointe Capital Management
Chicago,
Illinois
|
$698K
|
+$57.9K
|
+1,000
|
+8%
|
|
|
1970
|
Realta Investment Advisors
Wilmington,
Delaware
|
$698K
|
+$98.4K
|
+1,700
|
+15%
|
|
|
1971
|
Omnia Family Wealth
Aventura,
Florida
|
$697K
|
-$35.9K
|
-620
|
-5%
|
|
|
1972
|
Foundry Partners
Minneapolis,
Minnesota
|
$693K
|
–
|
–
|
–
|
|
|
1973
|
Oak Asset Management
Westlake Village,
California
|
$690K
|
-$8.11K
|
-140
|
-1%
|
|
|
1974
|
Ritholtz Wealth Management
New York
|
$690K
|
+$17.4K
|
+300
|
+2%
|
|
|
1975
|
Meridian Wealth Advisors
Austin,
Texas
|
$686K
|
-$5.79K
|
-100
|
-0.9%
|
|
