|
1951
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$101K
|
-$98.5K
|
-399
|
-37%
|
|
|
1952
|
SRH Advisors
Salina,
Kansas
|
$100K
|
-$41K
|
-166
|
-28%
|
|
|
1953
|
Giverny Capital
Montreal,
Quebec, Canada
|
$100K
|
–
|
–
|
–
|
|
|
1954
|
PFG Private Wealth Management
Lutz,
Florida
|
$100K
|
+$107K
|
+432
|
New
|
|
|
1955
|
Rockbridge Investment Management
Syracuse,
New York
|
$99K
|
+$247
|
+1
|
+0.2%
|
|
|
1956
|
O'Dell Group
Cincinnati,
Ohio
|
$98K
|
+$105K
|
+424
|
New
|
|
|
1957
|
Bellevue Asset Management
Bellevue,
Washington
|
$93K
|
-$24.7K
|
-100
|
-20%
|
|
|
1958
|
Annapolis Financial Services
Annapolis,
Maryland
|
$93K
|
–
|
–
|
–
|
|
|
1959
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$92.4K
|
–
|
–
|
–
|
|
|
1960
|
EARNEST Partners
Atlanta,
Georgia
|
$92K
|
–
|
–
|
–
|
|
|
1961
|
Kessler Investment Group
Columbus,
Indiana
|
$92K
|
–
|
–
|
–
|
|
|
1962
|
Resources Management Corp
West Hartford,
Connecticut
|
$92K
|
–
|
–
|
–
|
|
|
1963
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$92K
|
–
|
–
|
–
|
|
|
1964
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$91K
|
+$4.2K
|
+17
|
+5%
|
|
|
1965
|
Clearview Wealth Advisors
Salem,
Oregon
|
$89K
|
-$31.8K
|
-129
|
-25%
|
|
|
1966
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$88K
|
+$93.8K
|
+380
|
New
|
|
|
1967
|
Cypress Point Wealth Management
Dallas,
Texas
|
$79K
|
–
|
–
|
–
|
|
|
1968
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$79K
|
–
|
–
|
–
|
|
|
1969
|
Truvestments Capital
Sarasota,
Florida
|
$79K
|
–
|
–
|
–
|
|
|
1970
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$79K
|
+$74K
|
+300
|
+682%
|
|
|
1971
|
Financial Avengers
Oakland,
California
|
$77K
|
+$247
|
+1
|
+0.3%
|
|
|
1972
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$75K
|
+$27.6K
|
+112
|
+53%
|
|
|
1973
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$75K
|
+$80.2K
|
+325
|
New
|
|
|
1974
|
Accel Wealth Management
Waverly,
Iowa
|
$74K
|
+$24.7K
|
+100
|
+45%
|
|
|
1975
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$73K
|
–
|
–
|
–
|
|
