|
1951
|
MV Capital Management
Bethesda,
Maryland
|
$565K
|
+$24.7K
|
+325
|
+5%
|
|
|
1952
|
Monterey Private Wealth
Monterey,
California
|
$564K
|
+$7.15K
|
+94
|
+1%
|
|
|
1953
|
Van Strum & Towne
San Francisco,
California
|
$563K
|
–
|
–
|
–
|
|
|
1954
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$562K
|
+$38.6K
|
+508
|
+7%
|
|
|
1955
|
Townsend Asset Management
Raleigh,
North Carolina
|
$561K
|
-$18.9K
|
-249
|
-3%
|
|
|
1956
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$561K
|
+$76.4K
|
+1,005
|
+16%
|
|
|
1957
|
Bessemer Securities
New York
|
$560K
|
–
|
–
|
–
|
|
|
1958
|
|
$560K
|
+$38.9K
|
+512
|
+7%
|
|
|
1959
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$559K
|
+$1.37K
|
+18
|
+0.2%
|
|
|
1960
|
Detalus Advisors
St. Louis,
Missouri
|
$557K
|
+$4.71K
|
+62
|
+0.8%
|
|
|
1961
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$556K
|
–
|
–
|
–
|
|
|
1962
|
Beacon Financial Group
Dallas,
Texas
|
$556K
|
+$7.99K
|
+105
|
+1%
|
|
|
1963
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$554K
|
-$76.1K
|
-1,000
|
-12%
|
|
|
1964
|
Virtue Capital Management
Brentwood,
Tennessee
|
$553K
|
-$29.7K
|
-391
|
-5%
|
|
|
1965
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$551K
|
-$93.5K
|
-1,229
|
-14%
|
|
|
1966
|
King Wealth Management Group
Naples,
Florida
|
$551K
|
+$228
|
+3
|
+0%
|
|
|
1967
|
E Fund Management
Guangzhou,
China
|
$551K
|
+$553K
|
+7,276
|
New
|
|
|
1968
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$550K
|
-$90.6K
|
-1,191
|
-14%
|
|
|
1969
|
Professional Advisory Services
Vero Beach,
Florida
|
$550K
|
–
|
–
|
–
|
|
|
1970
|
Systematic Financial Management
Teaneck,
New Jersey
|
$548K
|
–
|
–
|
–
|
|
|
1971
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$548K
|
+$456
|
+6
|
+0.1%
|
|
|
1972
|
Mirador Capital Partners
Pleasanton,
California
|
$548K
|
+$6.46K
|
+85
|
+1%
|
|
|
1973
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$548K
|
+$15.2K
|
+200
|
+3%
|
|
|
1974
|
Optimum Investment Advisors
Chicago,
Illinois
|
$546K
|
-$136K
|
-1,786
|
-20%
|
|
|
1975
|
Fort Point Capital Partners
San Francisco,
California
|
$546K
|
+$47.9K
|
+630
|
+9%
|
|
