|
1951
|
Whitney & Co
Rochester,
New York
|
$417K
|
+$90.9K
|
+333
|
+22%
|
|
|
1952
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$417K
|
+$104K
|
+381
|
+26%
|
|
|
1953
|
Denver PWM
Denver,
Colorado
|
$416K
|
-$4.09K
|
-15
|
-0.8%
|
|
|
1954
|
Mayport LLC
Newton,
Massachusetts
|
$415K
|
–
|
–
|
–
|
|
|
1955
|
North Star Investment Management
Chicago,
Illinois
|
$411K
|
-$1.64K
|
-6
|
-0.3%
|
|
|
1956
|
Castle Wealth Management
West Palm Beach,
Florida
|
$410K
|
+$499K
|
+1,827
|
New
|
|
|
1957
|
Israel Discount Bank of New York
New York
|
$409K
|
-$244K
|
-894
|
-33%
|
|
|
1958
|
Edgewood Management
Greenwich,
Connecticut
|
$409K
|
–
|
–
|
–
|
|
|
1959
|
NIA Impact Advisors
Berkeley,
California
|
$408K
|
-$1.4M
|
-5,133
|
-74%
|
|
|
1960
|
Index Fund Advisors
Irvine,
California
|
$407K
|
-$25.4K
|
-93
|
-5%
|
|
|
1961
|
Central Asset Investments & Management Holdings
Hong Kong
|
$405K
|
-$784K
|
-2,874
|
-61%
|
|
|
1962
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$405K
|
–
|
–
|
–
|
|
|
1963
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$405K
|
+$20.5K
|
+75
|
+4%
|
|
|
1964
|
First Nebraska Trust
Lincoln,
Nebraska
|
$404K
|
–
|
–
|
–
|
|
|
1965
|
Chelsea Counsel Company
Los Angeles,
California
|
$404K
|
–
|
–
|
–
|
|
|
1966
|
Platt Investment Counsel
Lake Mary,
Florida
|
$404K
|
–
|
–
|
–
|
|
|
1967
|
Westwood Management Corporation
Chicago,
Illinois
|
$404K
|
–
|
–
|
–
|
|
|
1968
|
Asset Management Corp
Northbrook,
Illinois
|
$404K
|
+$36.9K
|
+135
|
+8%
|
|
|
1969
|
Friedenthal Financial
Marlton,
New Jersey
|
$404K
|
+$491K
|
+1,800
|
New
|
|
|
1970
|
Cypress Capital Group
Palm Beach,
Florida
|
$403K
|
-$771K
|
-2,826
|
-61%
|
|
|
1971
|
Monument Capital Management
Alexandria,
Virginia
|
$403K
|
-$270K
|
-990
|
-36%
|
|
|
1972
|
Pacific Capital Wealth Advisors
Corona,
California
|
$403K
|
+$111K
|
+405
|
+29%
|
|
|
1973
|
Brio Consultants
San Francisco,
California
|
$402K
|
–
|
–
|
–
|
|
|
1974
|
DB Wealth Management Group
San Diego,
California
|
$402K
|
–
|
–
|
–
|
|
|
1975
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$400K
|
-$36K
|
-132
|
-7%
|
|
