|
1951
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$328K
|
+$335K
|
+2,971
|
New
|
|
|
1952
|
Alpha Windward
Westwood,
Massachusetts
|
$327K
|
-$35.7K
|
-317
|
-10%
|
|
|
1953
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$326K
|
–
|
–
|
–
|
|
|
1954
|
Calton & Associates
Tampa,
Florida
|
$326K
|
+$30.2K
|
+268
|
+10%
|
|
|
1955
|
Darwin Wealth Management
Tampa,
Florida
|
$325K
|
-$14.1K
|
-125
|
-4%
|
|
|
1956
|
Whitney & Co
Rochester,
New York
|
$323K
|
-$11.3K
|
-100
|
-3%
|
|
|
1957
|
Aveo Capital Partners
Englewood,
Colorado
|
$323K
|
+$451
|
+4
|
+0.1%
|
|
|
1958
|
Portland Global Advisors
Portland,
Maine
|
$321K
|
–
|
–
|
–
|
|
|
1959
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$320K
|
+$328K
|
+2,908
|
New
|
|
|
1960
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$319K
|
+$8.46K
|
+75
|
+3%
|
|
|
1961
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$319K
|
–
|
–
|
–
|
|
|
1962
|
American Economic Planning Group
Warren,
New Jersey
|
$319K
|
+$1.58K
|
+14
|
+0.5%
|
|
|
1963
|
Continuum Advisory
Eagle,
Idaho
|
$317K
|
+$37.9K
|
+336
|
+13%
|
|
|
1964
|
Meitav Investment House
Bene-Beraq,
Israel
|
$316K
|
-$627K
|
-5,559
|
-66%
|
|
|
1965
|
Barber Financial Group
Lenexa,
Kansas
|
$315K
|
–
|
–
|
–
|
|
|
1966
|
Westside Investment Management
Santa Monica,
California
|
$315K
|
-$22.7K
|
-201
|
-7%
|
|
|
1967
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$314K
|
-$11.2K
|
-99
|
-3%
|
|
|
1968
|
Lipe & Dalton
Syracuse,
New York
|
$314K
|
–
|
–
|
–
|
|
|
1969
|
Rench Wealth Management
Denton,
Texas
|
$313K
|
+$1.69K
|
+15
|
+0.5%
|
|
|
1970
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$313K
|
+$72.3K
|
+641
|
+29%
|
|
|
1971
|
Signet Financial Management
Parsippany,
New Jersey
|
$312K
|
+$11.3K
|
+100
|
+4%
|
|
|
1972
|
Princeton Capital Management
Red Bank,
New Jersey
|
$311K
|
-$19.7K
|
-175
|
-6%
|
|
|
1973
|
Arax Advisory Partners
Denver,
Colorado
|
$311K
|
+$28.9K
|
+256
|
+10%
|
|
|
1974
|
Cypress Wealth Advisors
San Francisco,
California
|
$310K
|
-$110K
|
-972
|
-26%
|
|
|
1975
|
Arrowstreet Capital
Boston,
Massachusetts
|
$309K
|
-$1.32M
|
-11,700
|
-81%
|
|
