|
1951
|
AXS Investments
Port Chester,
New York
|
$1.56M
|
-$338K
|
-475
|
-19%
|
|
|
1952
|
Helios Capital Management
Singapore
|
$1.56M
|
–
|
–
|
–
|
|
|
1953
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.55M
|
-$8.54K
|
-12
|
-0.6%
|
|
|
1954
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.55M
|
+$228K
|
+320
|
+19%
|
|
|
1955
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.55M
|
-$56.9K
|
-80
|
-4%
|
|
|
1956
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.55M
|
+$80.4K
|
+113
|
+6%
|
|
|
1957
|
JSF Financial
Los Angeles,
California
|
$1.55M
|
+$759K
|
+1,067
|
+116%
|
|
|
1958
|
New Century Financial Group
Princeton,
New Jersey
|
$1.55M
|
+$555K
|
+780
|
+65%
|
|
|
1959
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.54M
|
-$64.8K
|
-91
|
-4%
|
|
|
1960
|
Webster Bank
Waterbury,
Connecticut
|
$1.54M
|
+$39.9K
|
+56
|
+3%
|
|
|
1961
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$1.54M
|
-$29.3M
|
-41,115
|
-95%
|
|
|
1962
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$1.54M
|
+$20.6K
|
+29
|
+1%
|
|
|
1963
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.54M
|
-$197K
|
-277
|
-12%
|
|
|
1964
|
William Blair Investment Management
Chicago,
Illinois
|
$1.54M
|
+$1.41M
|
+1,980
|
New
|
|
|
1965
|
James J. Burns & Company
Melville,
New York
|
$1.53M
|
–
|
–
|
–
|
|
|
1966
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$1.53M
|
–
|
–
|
–
|
|
|
1967
|
Baxter Bros Inc
Riverside,
Connecticut
|
$1.52M
|
-$125K
|
-175
|
-8%
|
|
|
1968
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.52M
|
+$150K
|
+211
|
+12%
|
|
|
1969
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$1.52M
|
–
|
–
|
–
|
|
|
1970
|
Aire Advisors
Beverly Hills,
California
|
$1.52M
|
+$94.7K
|
+133
|
+7%
|
|
|
1971
|
Arax Advisory Partners
Denver,
Colorado
|
$1.52M
|
-$32K
|
-45
|
-2%
|
|
|
1972
|
Stone Summit Wealth
Miami,
Florida
|
$1.51M
|
-$17.8K
|
-25
|
-1%
|
|
|
1973
|
First Command Advisory Services
Fort Worth,
Texas
|
$1.51M
|
+$407K
|
+572
|
+42%
|
|
|
1974
|
D'Orazio & Associates
Falls Church,
Virginia
|
$1.51M
|
+$34.2K
|
+48
|
+3%
|
|
|
1975
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$1.51M
|
+$74K
|
+104
|
+6%
|
|
