|
1951
|
The Family Firm
Bethesda,
Maryland
|
$417K
|
-$8.36K
|
-93
|
-2%
|
|
|
1952
|
High Falls Advisors
Rochester,
New York
|
$417K
|
+$90
|
+1
|
+0%
|
|
|
1953
|
ClariVest Asset Management
San Diego,
California
|
$416K
|
+$34.6K
|
+385
|
+9%
|
|
|
1954
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$415K
|
+$17K
|
+189
|
+4%
|
|
|
1955
|
Credit Agricole
Montrouge Cedex,
France
|
$414K
|
-$237M
|
-2,635,834
|
-100%
|
|
|
1956
|
Wealth Architects
Mountain View,
California
|
$414K
|
+$7.91K
|
+88
|
+2%
|
|
|
1957
|
Arax Advisory Partners
Denver,
Colorado
|
$413K
|
-$2.43K
|
-27
|
-0.6%
|
|
|
1958
|
Aristotle Capital Management
Los Angeles,
California
|
$413K
|
+$32.4K
|
+360
|
+9%
|
|
|
1959
|
Parkside Investments
Deerfield,
Illinois
|
$413K
|
+$89.9K
|
+1,000
|
+29%
|
|
|
1960
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$410K
|
+$8.99K
|
+100
|
+2%
|
|
|
1961
|
Ackerman Capital Advisors
Dallas,
Texas
|
$410K
|
+$405K
|
+4,505
|
New
|
|
|
1962
|
Winslow Asset Management
Beachwood,
Ohio
|
$407K
|
-$20K
|
-222
|
-5%
|
|
|
1963
|
IMS Capital Management
Portland,
Oregon
|
$406K
|
-$160K
|
-1,784
|
-29%
|
|
|
1964
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$405K
|
+$158K
|
+1,761
|
+67%
|
|
|
1965
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$404K
|
-$15.7K
|
-175
|
-4%
|
|
|
1966
|
Driehaus Capital Management
Chicago,
Illinois
|
$404K
|
–
|
–
|
–
|
|
|
1967
|
Icon Wealth Partners
Houston,
Texas
|
$404K
|
+$395K
|
+4,397
|
New
|
|
|
1968
|
West Paces Advisors
Atlanta,
Georgia
|
$398K
|
-$5.4K
|
-60
|
-1%
|
|
|
1969
|
Tiemann Investment Advisors
Menlo Park,
California
|
$397K
|
-$6.57K
|
-73
|
-2%
|
|
|
1970
|
Ascent Wealth Partners
New Hartford,
New York
|
$397K
|
+$1.8K
|
+20
|
+0.5%
|
|
|
1971
|
Gradient Investments
Arden Hills,
Minnesota
|
$397K
|
+$81.8K
|
+909
|
+27%
|
|
|
1972
|
Fusion Family Wealth
Woodbury,
New York
|
$395K
|
+$386K
|
+4,293
|
+107,325%
|
|
|
1973
|
XML Securities
Bethesda,
Maryland
|
$395K
|
+$387K
|
+4,298
|
New
|
|
|
1974
|
Parkside Advisors
Berkeley,
California
|
$394K
|
-$20.9K
|
-232
|
-5%
|
|
|
1975
|
Cable Hill Partners
Portland,
Oregon
|
$394K
|
-$11.4K
|
-127
|
-3%
|
|
