|
1951
|
Lloyds Banking Group
London,
United Kingdom
|
$20K
|
–
|
–
|
–
|
|
|
1952
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$19K
|
–
|
–
|
–
|
|
|
1953
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$18K
|
-$5.26K
|
-49
|
-23%
|
|
|
1954
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$17K
|
+$17.2K
|
+160
|
New
|
|
|
1955
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
1956
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$13K
|
-$226M
|
-2,105,303
|
-100%
|
|
|
1957
|
Regal Wealth Group
Seal Beach,
California
|
$13K
|
–
|
–
|
–
|
|
|
1958
|
Capstone Investment Advisors
New York
|
$12K
|
-$4.7M
|
-43,779
|
-100%
|
|
|
1959
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
1960
|
Hefty Wealth Partners
Auburn,
Indiana
|
$10K
|
–
|
–
|
–
|
|
|
1961
|
Pathstone Family Office
Englewood,
New Jersey
|
$10K
|
+$10.8K
|
+101
|
New
|
|
|
1962
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
1963
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
1964
|
Horan Securities
Cincinnati,
United States
|
$6K
|
+$5.36K
|
+50
|
New
|
|
|
1965
|
SpiderRock Advisors
Wilimington,
Delaware
|
$5K
|
–
|
–
|
–
|
|
|
1966
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4K
|
-$322
|
-3
|
-7%
|
|
|
1967
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3K
|
-$10.6K
|
-99
|
-78%
|
|
|
1968
|
Financial Engines Advisors
Santa Clara,
California
|
$3K
|
+$2.47K
|
+23
|
New
|
|
|
1969
|
Israel Discount Bank of New York
New York
|
$2K
|
-$152K
|
-1,417
|
-99%
|
|
|
1970
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
1971
|
Ironwood Financial
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
1972
|
Pacific Center for Financial Services
San Ramon,
California
|
$2K
|
–
|
–
|
–
|
|
|
1973
|
Cordasco Financial Network
Naples,
Florida
|
$2K
|
+$2.25K
|
+21
|
New
|
|
|
1974
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
1975
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$770
|
+$9.23K
|
+86
|
New
|
|
