|
1951
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$221K
|
-$3.75K
|
-50
|
-2%
|
|
|
1952
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$220K
|
–
|
–
|
–
|
|
|
1953
|
17 Capital Partners
Pheonix,
Arizona
|
$220K
|
+$225K
|
+3,000
|
New
|
|
|
1954
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$219K
|
+$224K
|
+2,989
|
New
|
|
|
1955
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$217K
|
-$55.5K
|
-740
|
-20%
|
|
|
1956
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$217K
|
+$223K
|
+2,966
|
New
|
|
|
1957
|
|
$216K
|
+$221K
|
+2,950
|
New
|
|
|
1958
|
Spreng Capital Management
Bucyrus,
Ohio
|
$215K
|
–
|
–
|
–
|
|
|
1959
|
Chilton Capital Management
Houston,
Texas
|
$215K
|
+$10.5K
|
+140
|
+5%
|
|
|
1960
|
Aristotle Capital Management
Los Angeles,
California
|
$214K
|
–
|
–
|
–
|
|
|
1961
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$214K
|
–
|
–
|
–
|
|
|
1962
|
Capital International Inc
Los Angeles,
California
|
$213K
|
-$16.4K
|
-218
|
-7%
|
|
|
1963
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$213K
|
–
|
–
|
–
|
|
|
1964
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$213K
|
+$218K
|
+2,911
|
New
|
|
|
1965
|
Day & Ennis
Macon,
Georgia
|
$212K
|
–
|
–
|
–
|
|
|
1966
|
Kingfisher Capital
Charlotte,
North Carolina
|
$212K
|
+$1.13K
|
+15
|
+0.5%
|
|
|
1967
|
Sage Rhino Capital
Menlo Park,
California
|
$212K
|
+$6.08K
|
+81
|
+3%
|
|
|
1968
|
Standard Family Office
Sioux Falls,
South Dakota
|
$211K
|
–
|
–
|
–
|
|
|
1969
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$211K
|
–
|
–
|
–
|
|
|
1970
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$211K
|
+$1.2K
|
+16
|
+0.6%
|
|
|
1971
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$210K
|
–
|
–
|
–
|
|
|
1972
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$209K
|
+$214K
|
+2,857
|
New
|
|
|
1973
|
All Season Financial Advisors
Denver,
Colorado
|
$209K
|
+$214K
|
+2,858
|
New
|
|
|
1974
|
Oak Family Advisors
Chicago,
Illinois
|
$208K
|
+$75
|
+1
|
+0%
|
|
|
1975
|
CCG Wealth Management
San Diego,
California
|
$207K
|
-$12.2K
|
-163
|
-5%
|
|
