|
1951
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$124K
|
-$158K
|
-3,371
|
-56%
|
|
|
1952
|
Perkins Coie Trust Company
Seattle,
Washington
|
$118K
|
–
|
–
|
–
|
|
|
1953
|
WP Advisors
San Francisco,
California
|
$118K
|
+$117K
|
+2,511
|
New
|
|
|
1954
|
JBJ Investment Partners
Charleston,
South Carolina
|
$117K
|
+$117K
|
+2,496
|
New
|
|
|
1955
|
Cable Hill Partners
Portland,
Oregon
|
$113K
|
-$1.4K
|
-30
|
-1%
|
|
|
1956
|
Acima Private Wealth
Richmond,
Virginia
|
$113K
|
–
|
–
|
–
|
|
|
1957
|
Focused Wealth Management
Newburgh,
New York
|
$112K
|
-$155K
|
-3,306
|
-58%
|
|
|
1958
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$112K
|
–
|
–
|
–
|
|
|
1959
|
Spectrum Management Group
Indianapolis,
Indiana
|
$110K
|
-$4.68K
|
-100
|
-4%
|
|
|
1960
|
Tortoise Investment Management
White Plains,
New York
|
$108K
|
-$6.83K
|
-146
|
-6%
|
|
|
1961
|
Endurance Wealth Management
Providence,
Rhode Island
|
$108K
|
-$2.34K
|
-50
|
-2%
|
|
|
1962
|
MKD Wealth Coaches
Troy,
Michigan
|
$108K
|
–
|
–
|
–
|
|
|
1963
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$104K
|
–
|
–
|
–
|
|
|
1964
|
Private Ocean
San Rafael,
California
|
$103K
|
+$9.35K
|
+200
|
+10%
|
|
|
1965
|
Lipe & Dalton
Syracuse,
New York
|
$98K
|
–
|
–
|
–
|
|
|
1966
|
Creative Financial Designs
Kokomo,
Indiana
|
$98K
|
+$1.4K
|
+30
|
+1%
|
|
|
1967
|
Executive Wealth Management
Brighton,
Michigan
|
$97K
|
-$17.3K
|
-369
|
-15%
|
|
|
1968
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$96K
|
-$41K
|
-877
|
-30%
|
|
|
1969
|
WealthBridge Capital Management
Westerville,
Ohio
|
$96K
|
+$39.2K
|
+839
|
+70%
|
|
|
1970
|
New World Advisors
Hingham,
Massachusetts
|
$94K
|
+$93.5K
|
+2,000
|
New
|
|
|
1971
|
Vectors Research Management
New York
|
$93K
|
+$4.86K
|
+104
|
+6%
|
|
|
1972
|
McIlrath & Eck
Arlington,
Washington
|
$93K
|
+$6.31K
|
+135
|
+7%
|
|
|
1973
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$92K
|
–
|
–
|
–
|
|
|
1974
|
Janiczek Wealth Management
Denver,
Colorado
|
$91K
|
–
|
–
|
–
|
|
|
1975
|
Meeder Asset Management
Dublin,
Ohio
|
$90K
|
-$380K
|
-8,118
|
-81%
|
|
