|
1951
|
Hobart Private Capital
Charlotte,
North Carolina
|
$249K
|
+$236K
|
+1,659
|
New
|
|
|
1952
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$248K
|
–
|
–
|
–
|
|
|
1953
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$248K
|
+$235K
|
+1,650
|
New
|
|
|
1954
|
|
$246K
|
-$15.6K
|
-110
|
-6%
|
|
|
1955
|
Westside Investment Management
Santa Monica,
California
|
$246K
|
–
|
–
|
–
|
|
|
1956
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$245K
|
-$1.14K
|
-8
|
-0.5%
|
|
|
1957
|
Brave Asset Management
Summit,
New Jersey
|
$244K
|
–
|
–
|
–
|
|
|
1958
|
Edge Wealth Management
New York
|
$244K
|
–
|
–
|
–
|
|
|
1959
|
Sunesis Advisors
Overland Park,
Kansas
|
$241K
|
+$229K
|
+1,609
|
New
|
|
|
1960
|
Laurel Grove Capital
Los Angeles,
California
|
$240K
|
–
|
–
|
–
|
|
|
1961
|
Mount Vernon Associates
Baltimore,
Maryland
|
$240K
|
–
|
–
|
–
|
|
|
1962
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
1963
|
Squar Milner Financial Services
Irvine,
California
|
$238K
|
-$116K
|
-817
|
-34%
|
|
|
1964
|
Coe Capital Management
Highland Park,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
1965
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$238K
|
+$142
|
+1
|
+0.1%
|
|
|
1966
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$237K
|
-$88.9K
|
-625
|
-28%
|
|
|
1967
|
Bank OZK
Little Rock,
Arkansas
|
$237K
|
-$7.25K
|
-51
|
-3%
|
|
|
1968
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
1969
|
Falcon Point Capital
San Francisco,
California
|
$234K
|
–
|
–
|
–
|
|
|
1970
|
Bluefin Capital Management
New York
|
$234K
|
+$221K
|
+1,557
|
New
|
|
|
1971
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$234K
|
+$222K
|
+1,560
|
New
|
|
|
1972
|
Dragon Financial & Investment Group
San Mateo,
California
|
$232K
|
-$216K
|
-1,521
|
-50%
|
|
|
1973
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$232K
|
-$50.5K
|
-355
|
-19%
|
|
|
1974
|
Hamel Associates
Chatham,
New Jersey
|
$232K
|
–
|
–
|
–
|
|
|
1975
|
Private Advisory Group
Redmond,
Washington
|
$230K
|
–
|
–
|
–
|
|
