|
1951
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$53K
|
–
|
–
|
–
|
|
|
1952
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$53K
|
+$16.8K
|
+50
|
+50%
|
|
|
1953
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$52K
|
+$41.7K
|
+124
|
+564%
|
|
|
1954
|
Montag & Associates
Atlanta,
Georgia
|
$51K
|
–
|
–
|
–
|
|
|
1955
|
Halpern Financial
Ashburn,
Virginia
|
$49.9K
|
–
|
–
|
–
|
|
|
1956
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$49K
|
–
|
–
|
–
|
|
|
1957
|
Annapolis Financial Services
Annapolis,
Maryland
|
$46K
|
+$10.4K
|
+31
|
+31%
|
|
|
1958
|
Pin Oak Investment Advisors
Houston,
Texas
|
$39K
|
-$1.09M
|
-3,240
|
-97%
|
|
|
1959
|
Riverview Trust Company
Vancouver,
Washington
|
$39K
|
–
|
–
|
–
|
|
|
1960
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$35K
|
–
|
–
|
–
|
|
|
1961
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$35K
|
–
|
–
|
–
|
|
|
1962
|
West Branch Capital
Amherst,
Massachusetts
|
$35K
|
+$33K
|
+98
|
New
|
|
|
1963
|
Norway Savings Bank
Portland,
Maine
|
$34K
|
–
|
–
|
–
|
|
|
1964
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
1965
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$33K
|
–
|
–
|
–
|
|
|
1966
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$31.2K
|
–
|
–
|
–
|
|
|
1967
|
RPG Investment Advisory
Pleasanton,
California
|
$30K
|
-$3.36K
|
-10
|
-11%
|
|
|
1968
|
Investors Research Corp
Atlanta,
Georgia
|
$27K
|
+$14.5K
|
+43
|
+126%
|
|
|
1969
|
Infini Capital Management
Central,
Hong Kong
|
$25K
|
+$23.6M
|
+70,316
|
New
|
|
|
1970
|
Infini Master Fund
Hong Kong
|
$25K
|
+$23.6M
|
+70,316
|
New
|
|
|
1971
|
CKW Financial Group
Honolulu,
Hawaii
|
$24K
|
–
|
–
|
–
|
|
|
1972
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$23K
|
+$22.2K
|
+66
|
New
|
|
|
1973
|
Capstone Investment Advisors
New York
|
$22K
|
-$60.5M
|
-180,011
|
-100%
|
|
|
1974
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$22K
|
–
|
–
|
–
|
|
|
1975
|
Bourgeon Capital Management
Darien,
Connecticut
|
$21K
|
–
|
–
|
–
|
|
