|
1951
|
Members Trust
Tampa,
Florida
|
$297K
|
+$18.6K
|
+84
|
+6%
|
|
|
1952
|
Morton Capital Management
Calabasas,
California
|
$297K
|
-$10.8K
|
-49
|
-3%
|
|
|
1953
|
McDaniel Terry & Co
Austin,
Texas
|
$296K
|
+$22.1K
|
+100
|
+7%
|
|
|
1954
|
SOA Wealth Advisors
New York
|
$295K
|
-$443
|
-2
|
-0.1%
|
|
|
1955
|
Endurance Wealth Management
Providence,
Rhode Island
|
$295K
|
–
|
–
|
–
|
|
|
1956
|
Sompo Asset Management
Tokyo,
Japan
|
$294K
|
+$106K
|
+480
|
+47%
|
|
|
1957
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$293K
|
–
|
–
|
–
|
|
|
1958
|
Cairn Investment Group
Vancouver,
Washington
|
$292K
|
-$24.3K
|
-110
|
-7%
|
|
|
1959
|
Fort Point Capital Partners
San Francisco,
California
|
$292K
|
+$8.85K
|
+40
|
+3%
|
|
|
1960
|
Cooper Financial Group
Irvine,
California
|
$292K
|
+$33.6K
|
+152
|
+11%
|
|
|
1961
|
First Business Financial Services
Madison,
Wisconsin
|
$290K
|
-$88.5K
|
-400
|
-21%
|
|
|
1962
|
Private Ocean
San Rafael,
California
|
$290K
|
-$443
|
-2
|
-0.1%
|
|
|
1963
|
Riverview Trust Company
Vancouver,
Washington
|
$290K
|
+$92.9K
|
+420
|
+39%
|
|
|
1964
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$289K
|
+$329K
|
+1,486
|
New
|
|
|
1965
|
CX Institutional
Auburn,
Indiana
|
$288K
|
-$196K
|
-885
|
-37%
|
|
|
1966
|
Acima Private Wealth
Richmond,
Virginia
|
$287K
|
–
|
–
|
–
|
|
|
1967
|
Pacifica Partners
Surrey,
Canada
|
$287K
|
–
|
–
|
–
|
|
|
1968
|
First Long Island Investors
Jericho,
New York
|
$286K
|
–
|
–
|
–
|
|
|
1969
|
First United Bank & Trust
Oakland,
Maryland
|
$286K
|
–
|
–
|
–
|
|
|
1970
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$286K
|
–
|
–
|
–
|
|
|
1971
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$285K
|
–
|
–
|
–
|
|
|
1972
|
Welch Group
Birmingham,
Alabama
|
$285K
|
–
|
–
|
–
|
|
|
1973
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
1974
|
Five Oceans Advisors
Santa Monica,
California
|
$284K
|
+$15K
|
+68
|
+5%
|
|
|
1975
|
CPWM LLC
Seattle,
Washington
|
$282K
|
-$27K
|
-122
|
-8%
|
|
