|
1951
|
Formidable Asset Management
Cincinnati,
Ohio
|
$364K
|
+$7.42K
|
+86
|
+2%
|
|
|
1952
|
Highwater Wealth Management
Glendale,
Colorado
|
$363K
|
+$74K
|
+858
|
+28%
|
|
|
1953
|
Baltimore Capital Management
Baltimore,
Maryland
|
$362K
|
–
|
–
|
–
|
|
|
1954
|
Verition Fund Management
Greenwich,
Connecticut
|
$361K
|
-$1.61M
|
-18,713
|
-83%
|
|
|
1955
|
Consolidated Capital Management
Burbank,
California
|
$357K
|
-$38.9K
|
-451
|
-10%
|
|
|
1956
|
Private Vista
Chicago,
Illinois
|
$355K
|
+$337K
|
+3,900
|
New
|
|
|
1957
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$354K
|
-$50K
|
-580
|
-13%
|
|
|
1958
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$353K
|
+$43.1K
|
+500
|
+15%
|
|
|
1959
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$351K
|
+$227K
|
+2,630
|
+216%
|
|
|
1960
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$347K
|
–
|
–
|
–
|
|
|
1961
|
HighVista Strategies
Boston,
Massachusetts
|
$347K
|
+$328K
|
+3,800
|
New
|
|
|
1962
|
Fort Point Capital Partners
San Francisco,
California
|
$345K
|
-$43.1K
|
-500
|
-12%
|
|
|
1963
|
Empirical Finance
Havertown,
Pennsylvania
|
$345K
|
+$326K
|
+3,774
|
New
|
|
|
1964
|
Cable Hill Partners
Portland,
Oregon
|
$342K
|
-$17.3K
|
-200
|
-5%
|
|
|
1965
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$342K
|
+$27.4K
|
+317
|
+9%
|
|
|
1966
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$341K
|
-$60.4K
|
-700
|
-16%
|
|
|
1967
|
Financial Advisors Network
Tustin,
California
|
$341K
|
-$29.8K
|
-345
|
-8%
|
|
|
1968
|
Glassman Wealth Services
Vienna,
Virginia
|
$341K
|
+$22.9K
|
+265
|
+8%
|
|
|
1969
|
Nadler Financial Group
Deerfield,
Illinois
|
$339K
|
-$77.1K
|
-894
|
-19%
|
|
|
1970
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$336K
|
+$88.6K
|
+1,027
|
+39%
|
|
|
1971
|
WBI Investments
Red Bank,
New Jersey
|
$336K
|
+$317K
|
+3,671
|
New
|
|
|
1972
|
Continuum Advisory
Eagle,
Idaho
|
$335K
|
+$76.8K
|
+890
|
+32%
|
|
|
1973
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$332K
|
-$1.55K
|
-18
|
-0.5%
|
|
|
1974
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$332K
|
–
|
–
|
–
|
|
|
1975
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$332K
|
+$314K
|
+3,640
|
New
|
|
