|
1951
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$7K
|
–
|
–
|
–
|
|
|
1952
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$6K
|
–
|
–
|
–
|
|
|
1953
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6K
|
+$2.76K
|
+10
|
+83%
|
|
|
1954
|
Pacific Center for Financial Services
San Ramon,
California
|
$6K
|
+$5.79K
|
+21
|
New
|
|
|
1955
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$5K
|
–
|
–
|
–
|
|
|
1956
|
Hilton Capital Management
Garden City,
New York
|
$5K
|
+$5.51K
|
+20
|
New
|
|
|
1957
|
Selective Wealth Management
Forest,
Virginia
|
$5K
|
+$5.51K
|
+20
|
New
|
|
|
1958
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.62K
|
–
|
–
|
–
|
|
|
1959
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3K
|
–
|
–
|
–
|
|
|
1960
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1961
|
Price Wealth
Austin,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1962
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1963
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3K
|
+$3.03K
|
+11
|
New
|
|
|
1964
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$3K
|
+$3.31K
|
+12
|
New
|
|
|
1965
|
Globeflex Capital
San Diego,
California
|
$2K
|
–
|
–
|
–
|
|
|
1966
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
1967
|
Perkins Coie Trust Company
Seattle,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
1968
|
1 North Wealth Services
Annapolis,
Maryland
|
$2K
|
+$1.93K
|
+7
|
New
|
|
|
1969
|
Altshuler Shaham
Tel Aviv,
Israel
|
$2K
|
+$1.93K
|
+7
|
New
|
|
|
1970
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
1971
|
Regal Wealth Group
Seal Beach,
California
|
$1K
|
+$1.1K
|
+4
|
New
|
|
|
1972
|
Strategic Wealth Partners
Independence,
Ohio
|
$295
|
-$54.8K
|
-199
|
-15%
|
|
|
1973
|
Tweedy, Browne Co
Stamford,
Connecticut
|
–
|
-$46M
|
-173,994
|
Closed
|
|
|
1974
|
Millennium Management
New York
|
–
|
-$43.4M
|
-157,591
|
Closed
|
|
|
1975
|
|
–
|
-$15.3M
|
-57,770
|
Closed
|
|
