|
1951
|
Forum Financial Management
Lombard,
Illinois
|
$3.18M
|
+$363K
|
+1,208
|
+14%
|
|
|
1952
|
Monetary Management Group
St Louis,
Missouri
|
$3.17M
|
-$45.1K
|
-150
|
-1%
|
|
|
1953
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$3.17M
|
+$4.21K
|
+14
|
+0.1%
|
|
|
1954
|
Cypress Capital
Franklin,
Tennessee
|
$3.17M
|
-$33.7K
|
-112
|
-1%
|
|
|
1955
|
RD Lewis Holdings
Maitland,
Florida
|
$3.16M
|
+$2.73M
|
+9,076
|
New
|
|
|
1956
|
Park Place Capital
Homewood,
Alabama
|
$3.15M
|
+$96.5K
|
+321
|
+3%
|
|
|
1957
|
Evermay Wealth Management
Arlington,
Virginia
|
$3.14M
|
-$98K
|
-326
|
-3%
|
|
|
1958
|
GoalVest Advisory
New York
|
$3.14M
|
-$38.2K
|
-127
|
-1%
|
|
|
1959
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$3.14M
|
+$2.99M
|
+9,933
|
New
|
|
|
1960
|
WrapManager Inc
Mill Valley,
California
|
$3.14M
|
-$33.1K
|
-110
|
-1%
|
|
|
1961
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$3.14M
|
-$8.42K
|
-28
|
-0.3%
|
|
|
1962
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.12M
|
-$53.8K
|
-179
|
-2%
|
|
|
1963
|
Malaga Cove Capital
Pv Estates,
California
|
$3.12M
|
-$6.32K
|
-21
|
-0.2%
|
|
|
1964
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$3.12M
|
+$1.26M
|
+4,179
|
+74%
|
|
|
1965
|
Catalina Capital Group
Torrance,
California
|
$3.1M
|
-$30.7K
|
-102
|
-1%
|
|
|
1966
|
Gladius Capital Management
Chicago,
Illinois
|
$3.1M
|
-$222K
|
-739
|
-7%
|
|
|
1967
|
Martin & Co
Knoxville,
Tennessee
|
$3.09M
|
-$123K
|
-410
|
-4%
|
|
|
1968
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$3.09M
|
+$2.94M
|
+9,784
|
New
|
|
|
1969
|
Platform Technology Partners
New York
|
$3.09M
|
+$23.5K
|
+78
|
+0.8%
|
|
|
1970
|
|
$3.09M
|
+$2.94M
|
+9,770
|
New
|
|
|
1971
|
Ransom Advisory
Providence,
Rhode Island
|
$3.09M
|
-$10.5K
|
-35
|
-0.4%
|
|
|
1972
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.09M
|
+$1.39M
|
+4,610
|
+89%
|
|
|
1973
|
WESPAC Advisors SoCal
Pasadena,
California
|
$3.08M
|
-$151K
|
-502
|
-5%
|
|
|
1974
|
MWA Asset Management
Lexington,
Massachusetts
|
$3.08M
|
-$26.5K
|
-88
|
-0.9%
|
|
|
1975
|
Legato Capital Management
San Francisco,
California
|
$3.08M
|
-$2.39M
|
-7,934
|
-45%
|
|
