|
1951
|
Samalin Investment Counsel
Chappaqua,
New York
|
$573K
|
+$74.7K
|
+954
|
+15%
|
|
|
1952
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$572K
|
+$127K
|
+1,626
|
+29%
|
|
|
1953
|
Rock Creek Group
Washington,
District of Columbia
|
$571K
|
-$16.4K
|
-209
|
-3%
|
|
|
1954
|
Vivaldi Capital Management
Chicago,
Illinois
|
$564K
|
+$274K
|
+3,501
|
+93%
|
|
|
1955
|
Pillar Pacific Capital Management
Pacifica,
California
|
$564K
|
+$558K
|
+7,126
|
New
|
|
|
1956
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$563K
|
+$21.5K
|
+274
|
+4%
|
|
|
1957
|
Hourglass Capital
Houston,
Texas
|
$561K
|
–
|
–
|
–
|
|
|
1958
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$556K
|
-$67.8K
|
-866
|
-11%
|
|
|
1959
|
Private Portfolio Partners
Paramus,
New Jersey
|
$556K
|
-$7.52K
|
-96
|
-1%
|
|
|
1960
|
Stadion Money Management
Watkinsville,
Georgia
|
$555K
|
–
|
–
|
–
|
|
|
1961
|
Gryphon Financial Partners
Columbus,
Ohio
|
$554K
|
+$11.8K
|
+151
|
+2%
|
|
|
1962
|
Bourne Lent Asset Management
Pawling,
New York
|
$553K
|
–
|
–
|
–
|
|
|
1963
|
Old Port Advisors
Portland,
Maine
|
$553K
|
+$24.2K
|
+309
|
+5%
|
|
|
1964
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$552K
|
–
|
–
|
–
|
|
|
1965
|
McRae Capital Management
Morristown,
New Jersey
|
$550K
|
+$8.62K
|
+110
|
+2%
|
|
|
1966
|
Osborne Partners Capital Management
San Francisco,
California
|
$549K
|
-$59.5K
|
-760
|
-10%
|
|
|
1967
|
Meridian Financial Partners
Warrenton,
Virginia
|
$549K
|
–
|
–
|
–
|
|
|
1968
|
SPC Financial Inc
Rockville,
Maryland
|
$547K
|
+$18.4K
|
+235
|
+4%
|
|
|
1969
|
Private Ocean
San Rafael,
California
|
$546K
|
-$32.3K
|
-412
|
-6%
|
|
|
1970
|
Crossvault Capital Management
San Antonio,
Texas
|
$546K
|
+$123K
|
+1,572
|
+29%
|
|
|
1971
|
Members Trust
Tampa,
Florida
|
$545K
|
-$1.28M
|
-16,287
|
-70%
|
|
|
1972
|
Orser Capital Management
Southlake,
Texas
|
$544K
|
–
|
–
|
–
|
|
|
1973
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$541K
|
+$16.7K
|
+213
|
+3%
|
|
|
1974
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$541K
|
-$9.87K
|
-126
|
-2%
|
|
|
1975
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$537K
|
–
|
–
|
–
|
|
