|
1951
|
Spirit of America Management Corp
Syosset,
New York
|
$835K
|
-$272K
|
-3,300
|
-25%
|
|
|
1952
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$835K
|
-$11.3K
|
-137
|
-1%
|
|
|
1953
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$834K
|
+$74K
|
+898
|
+8%
|
|
|
1954
|
Baxter Bros Inc
Riverside,
Connecticut
|
$833K
|
-$53.1K
|
-645
|
-6%
|
|
|
1955
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$833K
|
-$63K
|
-765
|
-7%
|
|
|
1956
|
Everpar Advisors
Tulsa,
Oklahoma
|
$833K
|
-$25.9K
|
-315
|
-3%
|
|
|
1957
|
Kentucky Trust Company
Danville,
Kentucky
|
$832K
|
-$4.12K
|
-50
|
-0.5%
|
|
|
1958
|
Davis Investment Partners
Charlotte,
North Carolina
|
$831K
|
-$66K
|
-801
|
-8%
|
|
|
1959
|
Blume Capital Management
Berkeley,
California
|
$831K
|
+$624K
|
+7,574
|
+325%
|
|
|
1960
|
Waverton Investment Management
London,
United Kingdom
|
$830K
|
–
|
–
|
–
|
|
|
1961
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$828K
|
+$86.9K
|
+1,055
|
+12%
|
|
|
1962
|
Accredited Investors
Edina,
Minnesota
|
$827K
|
+$1.56K
|
+19
|
+0.2%
|
|
|
1963
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$827K
|
+$3.54K
|
+43
|
+0.4%
|
|
|
1964
|
Stone Summit Wealth
Miami,
Florida
|
$825K
|
-$446K
|
-5,410
|
-36%
|
|
|
1965
|
WealthPLAN Partners
Omaha,
Nebraska
|
$823K
|
+$56K
|
+680
|
+7%
|
|
|
1966
|
MBA Advisors
Hermitage,
Pennsylvania
|
$822K
|
+$181K
|
+2,203
|
+29%
|
|
|
1967
|
Financial Engines Advisors
Santa Clara,
California
|
$821K
|
+$10.3K
|
+125
|
+1%
|
|
|
1968
|
CVA Family Office
Denver,
Colorado
|
$821K
|
+$25K
|
+304
|
+3%
|
|
|
1969
|
Corundum Group
Colorado Springs,
Colorado
|
$818K
|
+$10.1K
|
+123
|
+1%
|
|
|
1970
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$817K
|
-$56.8K
|
-689
|
-7%
|
|
|
1971
|
Lafayette Investments
Ashton,
Maryland
|
$817K
|
-$54.5K
|
-662
|
-6%
|
|
|
1972
|
Paulson Wealth Management
Wheaton,
Illinois
|
$816K
|
-$79.6K
|
-967
|
-9%
|
|
|
1973
|
Argentarii
Cincinnati,
Ohio
|
$816K
|
+$7.99K
|
+97
|
+1%
|
|
|
1974
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$814K
|
+$242K
|
+2,934
|
+44%
|
|
|
1975
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$814K
|
-$5.35K
|
-65
|
-0.7%
|
|
