|
1951
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$368K
|
-$14.7K
|
-183
|
-4%
|
|
|
1952
|
Diligent Investors
Redlands,
California
|
$368K
|
–
|
–
|
–
|
|
|
1953
|
Quadrant Capital Management
Fairfield,
New Jersey
|
$366K
|
–
|
–
|
–
|
|
|
1954
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$365K
|
-$16.5K
|
-206
|
-5%
|
|
|
1955
|
LifePlan Financial Group
Dayton,
Ohio
|
$364K
|
–
|
–
|
–
|
|
|
1956
|
American Capital Management
New York
|
$363K
|
–
|
–
|
–
|
|
|
1957
|
Dock Street Asset Management
Palm Beach,
Florida
|
$358K
|
–
|
–
|
–
|
|
|
1958
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$358K
|
+$345K
|
+4,314
|
New
|
|
|
1959
|
Alpha Windward
Westwood,
Massachusetts
|
$355K
|
-$434K
|
-5,425
|
-56%
|
|
|
1960
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$355K
|
–
|
–
|
–
|
|
|
1961
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$353K
|
+$32.8K
|
+410
|
+11%
|
|
|
1962
|
Penn Davis McFarland
Dallas,
Texas
|
$351K
|
+$336K
|
+4,196
|
New
|
|
|
1963
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$350K
|
-$11.1K
|
-139
|
-3%
|
|
|
1964
|
Vista Capital Partners
Portland,
Oregon
|
$350K
|
+$4.25K
|
+53
|
+1%
|
|
|
1965
|
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
|
$346K
|
-$14.7K
|
-184
|
-4%
|
|
|
1966
|
Vision Capital Management
Portland,
Oregon
|
$341K
|
–
|
–
|
–
|
|
|
1967
|
Addison Capital
Conshohocken,
Pennsylvania
|
$341K
|
+$10.4K
|
+130
|
+3%
|
|
|
1968
|
Huntington Steele
Oaks,
Pennsylvania
|
$339K
|
+$12K
|
+150
|
+4%
|
|
|
1969
|
P.R. Herzig & Co
Roslyn Heights,
New York
|
$336K
|
–
|
–
|
–
|
|
|
1970
|
Northroad Capital Management
New York
|
$335K
|
-$13.5K
|
-169
|
-4%
|
|
|
1971
|
Midwest Investment Management
Cleveland,
Ohio
|
$335K
|
+$321K
|
+4,010
|
New
|
|
|
1972
|
Tudor Investment Corp
Stamford,
Connecticut
|
$334K
|
+$320K
|
+4,000
|
New
|
|
|
1973
|
Timucuan Asset Management
Jacksonville,
Florida
|
$333K
|
–
|
–
|
–
|
|
|
1974
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$332K
|
-$40K
|
-500
|
-11%
|
|
|
1975
|
Shamrock Asset Management
Dallas,
Texas
|
$332K
|
-$16.6K
|
-207
|
-5%
|
|
