|
1951
|
D'Orazio & Associates
Falls Church,
Virginia
|
$40K
|
–
|
–
|
–
|
|
|
1952
|
Fusion Family Wealth
Woodbury,
New York
|
$40K
|
+$8.66K
|
+75
|
+27%
|
|
|
1953
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$39K
|
–
|
–
|
–
|
|
|
1954
|
Focused Wealth Management
Newburgh,
New York
|
$35K
|
-$150K
|
-1,299
|
-80%
|
|
|
1955
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$33K
|
–
|
–
|
–
|
|
|
1956
|
SRH Advisors
Salina,
Kansas
|
$33K
|
+$34.7K
|
+300
|
New
|
|
|
1957
|
Private Ocean
San Rafael,
California
|
$32K
|
–
|
–
|
–
|
|
|
1958
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$32K
|
+$33.5K
|
+290
|
New
|
|
|
1959
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
1960
|
RPG Investment Advisory
Pleasanton,
California
|
$27K
|
+$15.9K
|
+138
|
+138%
|
|
|
1961
|
MU Investments Company
Tokyo,
Japan
|
$25K
|
-$9.24K
|
-80
|
-27%
|
|
|
1962
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
1963
|
Crosspoint Capital Strategies
Orinda,
California
|
$22K
|
–
|
–
|
–
|
|
|
1964
|
Magellan Asset Management
Sydney,
Australia
|
$22K
|
+$11.6K
|
+100
|
+100%
|
|
|
1965
|
TLP Group
Evanston,
Illinois
|
$22K
|
+$22.8K
|
+197
|
New
|
|
|
1966
|
Lloyds Banking Group
London,
United Kingdom
|
$20K
|
–
|
–
|
–
|
|
|
1967
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$18K
|
+$18.7K
|
+162
|
New
|
|
|
1968
|
Bogart Wealth LLC
Mclean,
Virginia
|
$18K
|
+$19.2K
|
+166
|
New
|
|
|
1969
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$15K
|
+$12.7K
|
+110
|
+524%
|
|
|
1970
|
Regal Wealth Group
Seal Beach,
California
|
$13K
|
–
|
–
|
–
|
|
|
1971
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
1972
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
1973
|
Hefty Wealth Partners
Auburn,
Indiana
|
$11K
|
–
|
–
|
–
|
|
|
1974
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
1975
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$10K
|
+$3.47K
|
+30
|
+50%
|
|
