|
1951
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$606K
|
–
|
–
|
–
|
|
|
1952
|
First City Capital Management
Savannah,
Georgia
|
$605K
|
-$1.99K
|
-5
|
-0.3%
|
|
|
1953
|
Larson Financial Group
St Louis,
Missouri
|
$605K
|
-$1.2K
|
-3
|
-0.2%
|
|
|
1954
|
Pzena Investment Management
New York
|
$601K
|
-$14K
|
-35
|
-2%
|
|
|
1955
|
Titus Wealth Management
Larskpur,
California
|
$601K
|
-$10.4K
|
-26
|
-2%
|
|
|
1956
|
Lindbrook Capital
Calabasas,
California
|
$597K
|
+$6.78K
|
+17
|
+1%
|
|
|
1957
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$590K
|
+$103K
|
+259
|
+21%
|
|
|
1958
|
1ST Source Bank
South Bend,
Indiana
|
$589K
|
+$38.7K
|
+97
|
+7%
|
|
|
1959
|
SteelPeak Wealth
Woodland Hills,
California
|
$588K
|
+$281K
|
+704
|
+92%
|
|
|
1960
|
Marotta Asset Management
Charlottesville,
Virginia
|
$587K
|
+$3.19K
|
+8
|
+0.6%
|
|
|
1961
|
Meyer Handelman Company
Rye Brook,
New York
|
$586K
|
+$585K
|
+1,466
|
New
|
|
|
1962
|
Strategy Asset Managers
Pasadena,
California
|
$585K
|
+$72.6K
|
+182
|
+14%
|
|
|
1963
|
InterOcean Capital Group
Nashville,
Tennessee
|
$584K
|
+$12.4K
|
+31
|
+2%
|
|
|
1964
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$584K
|
+$15.2K
|
+38
|
+3%
|
|
|
1965
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$581K
|
-$59.8K
|
-150
|
-9%
|
|
|
1966
|
WBI Investments
Red Bank,
New Jersey
|
$581K
|
+$579K
|
+1,452
|
New
|
|
|
1967
|
Hartline Investment Corp
Winnetka,
Illinois
|
$580K
|
–
|
–
|
–
|
|
|
1968
|
Brightworth
Atlanta,
Georgia
|
$580K
|
+$5.18K
|
+13
|
+0.9%
|
|
|
1969
|
QCI Asset Management
Pittsford,
New York
|
$579K
|
-$121K
|
-304
|
-17%
|
|
|
1970
|
Insight Advisors
Newtown,
Pennsylvania
|
$578K
|
-$12.4K
|
-31
|
-2%
|
|
|
1971
|
Abacus Planning Group
Columbia,
South Carolina
|
$576K
|
-$212K
|
-532
|
-27%
|
|
|
1972
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$576K
|
+$14.8K
|
+37
|
+3%
|
|
|
1973
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$574K
|
+$191K
|
+479
|
+50%
|
|
|
1974
|
Sanders Morris Harris
Houston,
Texas
|
$573K
|
–
|
–
|
–
|
|
|
1975
|
Islay Capital Management
Lubbock,
Texas
|
$570K
|
-$62.6K
|
-157
|
-10%
|
|
