|
1951
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$174K
|
+$157K
|
+418
|
+0.1%
|
|
|
1952
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$173K
|
–
|
–
|
–
|
|
|
1953
|
Pacifica Partners
Surrey,
Canada
|
$173K
|
+$64.8K
|
+172
|
+55%
|
|
|
1954
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$169K
|
+$18.5K
|
+49
|
+11%
|
|
|
1955
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$167K
|
-$1.32M
|
-3,517
|
-88%
|
|
|
1956
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$166K
|
-$14.7K
|
-39
|
-8%
|
|
|
1957
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$165K
|
–
|
–
|
–
|
|
|
1958
|
Orion Capital Management
Coronado,
California
|
$164K
|
–
|
–
|
–
|
|
|
1959
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$160K
|
+$173K
|
+460
|
New
|
|
|
1960
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$158K
|
-$13.9K
|
-37
|
-8%
|
|
|
1961
|
Retirement Group
San Diego,
California
|
$156K
|
+$145K
|
+385
|
+592%
|
|
|
1962
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$150K
|
–
|
–
|
–
|
|
|
1963
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$139K
|
–
|
–
|
–
|
|
|
1964
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$138K
|
+$150K
|
+399
|
New
|
|
|
1965
|
Hantz Financial Services
Southfield,
Michigan
|
$134K
|
+$113K
|
+300
|
+349%
|
|
|
1966
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$121K
|
+$377
|
+1
|
+0.3%
|
|
|
1967
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$118K
|
+$11.7K
|
+31
|
+10%
|
|
|
1968
|
Hudock Inc
Williamsport,
Pennsylvania
|
$114K
|
+$1.88K
|
+5
|
+2%
|
|
|
1969
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$112K
|
+$94.2K
|
+250
|
New
|
|
|
1970
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$108K
|
–
|
–
|
–
|
|
|
1971
|
Garde Capital
Seattle,
Washington
|
$106K
|
-$57.3K
|
-152
|
-33%
|
|
|
1972
|
CX Institutional
Auburn,
Indiana
|
$106K
|
+$115K
|
+306
|
New
|
|
|
1973
|
McIlrath & Eck
Arlington,
Washington
|
$99K
|
+$2.64K
|
+7
|
+3%
|
|
|
1974
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$97K
|
+$11.3K
|
+30
|
+12%
|
|
|
1975
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$96K
|
–
|
–
|
–
|
|
