|
1951
|
Tortoise Investment Management
White Plains,
New York
|
$63K
|
+$5.02K
|
+25
|
+10%
|
|
|
1952
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$63K
|
+$55.2K
|
+275
|
New
|
|
|
1953
|
American Research & Management Company
Marion,
Massachusetts
|
$59K
|
–
|
–
|
–
|
|
|
1954
|
Sierra Capital
Miami,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
1955
|
ADE LLC
Baltimore,
Maryland
|
$57K
|
+$50.2K
|
+250
|
New
|
|
|
1956
|
Simon Quick Advisors
Morristown,
New Jersey
|
$56K
|
-$201
|
-1
|
-0.4%
|
|
|
1957
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$56K
|
+$49.2K
|
+245
|
New
|
|
|
1958
|
Accel Wealth Management
Waverly,
Iowa
|
$51K
|
–
|
–
|
–
|
|
|
1959
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$49K
|
+$42.6K
|
+212
|
New
|
|
|
1960
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$46K
|
–
|
–
|
–
|
|
|
1961
|
Center for Financial Planning
Southfied,
Michigan
|
$46K
|
–
|
–
|
–
|
|
|
1962
|
DB Wealth Management Group
San Diego,
California
|
$46K
|
–
|
–
|
–
|
|
|
1963
|
Holloway Wealth Management
Gainesville,
Florida
|
$46K
|
–
|
–
|
–
|
|
|
1964
|
Corsicana & Co
Corsicana,
Texas
|
$46K
|
+$40.2K
|
+200
|
New
|
|
|
1965
|
Monumental Financial Group
Rockville,
Maryland
|
$43K
|
-$685K
|
-3,408
|
-95%
|
|
|
1966
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$43K
|
–
|
–
|
–
|
|
|
1967
|
Disciplina Capital Management
Nashville,
Tennessee
|
$42.1K
|
+$5.42K
|
+27
|
+17%
|
|
|
1968
|
Perennial Advisors
New York
|
$42K
|
–
|
–
|
–
|
|
|
1969
|
Estate Counselors
Thiensville,
Wisconsin
|
$40K
|
–
|
–
|
–
|
|
|
1970
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
1971
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$39K
|
-$2.41K
|
-12
|
-7%
|
|
|
1972
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$39K
|
+$1.21K
|
+6
|
+4%
|
|
|
1973
|
Resolute Advisors
San Francisco,
California
|
$39K
|
+$8.64K
|
+43
|
+34%
|
|
|
1974
|
McIlrath & Eck
Arlington,
Washington
|
$36K
|
–
|
–
|
–
|
|
|
1975
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$36K
|
+$402
|
+2
|
+1%
|
|
