|
1951
|
FNY Investment Advisers
New York
|
$106K
|
+$100K
|
+1,572
|
New
|
|
|
1952
|
|
$105K
|
-$55.8K
|
-876
|
-35%
|
|
|
1953
|
|
$105K
|
–
|
–
|
–
|
|
|
1954
|
Perennial Advisors
New York
|
$105K
|
+$510
|
+8
|
+0.5%
|
|
|
1955
|
Blume Capital Management
Berkeley,
California
|
$99K
|
–
|
–
|
–
|
|
|
1956
|
Banco de Sabadell
Miami,
Florida
|
$99K
|
+$93.5K
|
+1,467
|
New
|
|
|
1957
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$98.1K
|
+$13.5K
|
+212
|
+17%
|
|
|
1958
|
Howe & Rusling
Rochester,
New York
|
$98K
|
-$23.3K
|
-366
|
-20%
|
|
|
1959
|
Lucia Wealth Services
San Diego,
California
|
$98K
|
+$31.9K
|
+500
|
+53%
|
|
|
1960
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$97K
|
+$26.1K
|
+409
|
+41%
|
|
|
1961
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$96K
|
+$14.1K
|
+222
|
+19%
|
|
|
1962
|
Squar Milner Financial Services
Irvine,
California
|
$94K
|
-$58K
|
-911
|
-40%
|
|
|
1963
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$94K
|
-$8.15K
|
-128
|
-8%
|
|
|
1964
|
Pacific Center for Financial Services
San Ramon,
California
|
$94K
|
-$3.31K
|
-52
|
-4%
|
|
|
1965
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$94K
|
+$88.5K
|
+1,389
|
New
|
|
|
1966
|
Bluefin Capital Management
New York
|
$92K
|
-$4.73M
|
-74,218
|
-98%
|
|
|
1967
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$91K
|
–
|
–
|
–
|
|
|
1968
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$90K
|
–
|
–
|
–
|
|
|
1969
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$90K
|
–
|
–
|
–
|
|
|
1970
|
EARNEST Partners
Atlanta,
Georgia
|
$89K
|
–
|
–
|
–
|
|
|
1971
|
Field & Main Bank
Henderson,
Kentucky
|
$87K
|
–
|
–
|
–
|
|
|
1972
|
Northwest Wealth Management
Spencer,
Iowa
|
$87K
|
–
|
–
|
–
|
|
|
1973
|
Atwood & Palmer
Kansas City,
Missouri
|
$85K
|
-$2.87K
|
-45
|
-3%
|
|
|
1974
|
Capital International
Los Angeles,
California
|
$82K
|
-$1.61M
|
-25,296
|
-95%
|
|
|
1975
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$78K
|
-$334K
|
-5,240
|
-82%
|
|
