|
1951
|
Pacer Advisors
Malvern,
Pennsylvania
|
$331K
|
+$329K
|
+1,114
|
New
|
|
|
1952
|
Lavaca Capital
Houston,
Texas
|
$330K
|
-$88.6K
|
-300
|
-21%
|
|
|
1953
|
SPC Financial Inc
Rockville,
Maryland
|
$329K
|
-$5.91K
|
-20
|
-2%
|
|
|
1954
|
Arax Advisory Partners
Denver,
Colorado
|
$329K
|
+$60K
|
+203
|
+22%
|
|
|
1955
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
1956
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$326K
|
-$22.2K
|
-75
|
-6%
|
|
|
1957
|
Ashburton (Jersey)
St Helier,
Jersey
|
$326K
|
–
|
–
|
–
|
|
|
1958
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$326K
|
–
|
–
|
–
|
|
|
1959
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$324K
|
–
|
–
|
–
|
|
|
1960
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$324K
|
–
|
–
|
–
|
|
|
1961
|
Trinity Legacy Partners
Houston,
Texas
|
$321K
|
–
|
–
|
–
|
|
|
1962
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$321K
|
+$131K
|
+444
|
+70%
|
|
|
1963
|
Donor Advised Charitable Giving
San Francisco,
California
|
$320K
|
-$36.6K
|
-124
|
-10%
|
|
|
1964
|
DDD Partners
Bellevue,
Washington
|
$320K
|
-$33.1K
|
-112
|
-9%
|
|
|
1965
|
Willow Creek Wealth Management
Sebastopol,
California
|
$319K
|
+$44K
|
+149
|
+16%
|
|
|
1966
|
FDx Advisors
Chicago,
Illinois
|
$318K
|
-$1.74M
|
-5,888
|
-85%
|
|
|
1967
|
Rudd International
Sarasota,
Florida
|
$317K
|
-$5.02K
|
-17
|
-2%
|
|
|
1968
|
Washington Trust Bank
Spokane,
Washington
|
$317K
|
–
|
–
|
–
|
|
|
1969
|
Chemung Canal Trust
Elmira,
New York
|
$316K
|
–
|
–
|
–
|
|
|
1970
|
American Money Management
Rancho Santa Fe,
California
|
$314K
|
-$48.8K
|
-165
|
-14%
|
|
|
1971
|
Columbus Macro
New Castle,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
1972
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$312K
|
+$295
|
+1
|
+0.1%
|
|
|
1973
|
Boltwood Capital Management
Walnut Creek,
California
|
$310K
|
-$4.43K
|
-15
|
-1%
|
|
|
1974
|
Penn Davis McFarland
Dallas,
Texas
|
$310K
|
+$308K
|
+1,044
|
New
|
|
|
1975
|
Ategra Capital Management
Vienna,
Virginia
|
$310K
|
–
|
–
|
–
|
|
