|
1951
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$47K
|
-$24.5K
|
-831
|
-33%
|
|
|
1952
|
Watermark Asset Management
San Ramon,
California
|
$43K
|
–
|
–
|
–
|
|
|
1953
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$42K
|
-$82.4K
|
-2,797
|
-66%
|
|
|
1954
|
D. Scott Neal
Lexington,
Kentucky
|
$42K
|
–
|
–
|
–
|
|
|
1955
|
Macroview Investment Management
Bethesda,
Maryland
|
$42K
|
+$10.5K
|
+357
|
+32%
|
|
|
1956
|
SRH Advisors
Salina,
Kansas
|
$41K
|
+$2.33K
|
+79
|
+6%
|
|
|
1957
|
Fusion Family Wealth
Woodbury,
New York
|
$39K
|
-$2.77K
|
-94
|
-6%
|
|
|
1958
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$39K
|
+$40.4K
|
+1,370
|
New
|
|
|
1959
|
HWG Holdings
Houston,
Texas
|
$38K
|
+$39K
|
+1,324
|
New
|
|
|
1960
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$37.7K
|
-$25.9K
|
-880
|
-40%
|
|
|
1961
|
Wolverine Asset Management
Chicago,
Illinois
|
$37K
|
-$150K
|
-5,099
|
-79%
|
|
|
1962
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$37K
|
+$38.4K
|
+1,303
|
New
|
|
|
1963
|
Florence Capital Advisors
New York
|
$35K
|
–
|
–
|
–
|
|
|
1964
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$24K
|
+$7.81K
|
+265
|
+47%
|
|
|
1965
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$23K
|
+$24.2K
|
+822
|
New
|
|
|
1966
|
Private Ocean
San Rafael,
California
|
$18K
|
–
|
–
|
–
|
|
|
1967
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$18K
|
+$19.4K
|
+658
|
New
|
|
|
1968
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$17K
|
-$8.37K
|
-284
|
-33%
|
|
|
1969
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$17K
|
+$17.8K
|
+605
|
New
|
|
|
1970
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$15K
|
–
|
–
|
–
|
|
|
1971
|
Ironwood Financial
Tucson,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
1972
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$12K
|
-$286K
|
-9,704
|
-96%
|
|
|
1973
|
IHT Wealth Management
Chicago,
Illinois
|
$12K
|
+$598K
|
+20,294
|
+49%
|
|
|
1974
|
Perennial Advisors
New York
|
$11K
|
–
|
–
|
–
|
|
|
1975
|
Raffa Wealth Management
Washington,
District of Columbia
|
$7.92K
|
+$118
|
+4
|
+1%
|
|
