|
1951
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$58.9K
|
+$66.6K
|
+512
|
New
|
|
|
1952
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$57.5K
|
–
|
–
|
–
|
|
|
1953
|
Front Row Advisors
Tiburon,
California
|
$57.5K
|
+$65.1K
|
+500
|
New
|
|
|
1954
|
Wall Street Financial Group
Carlinville,
Illinois
|
$57.1K
|
+$64.7K
|
+497
|
New
|
|
|
1955
|
Covestor
London,
United Kingdom
|
$57K
|
-$83.9K
|
-645
|
-56%
|
|
|
1956
|
Millstone Evans Group
Boulder,
Colorado
|
$56.6K
|
-$42.3K
|
-325
|
-40%
|
|
|
1957
|
Godfrey Financial Associates
Glenmont,
New York
|
$55.8K
|
-$651
|
-5
|
-1%
|
|
|
1958
|
PFS Partners
Mine Hill,
New Jersey
|
$55K
|
+$390
|
+3
|
+0.6%
|
|
|
1959
|
Essential Partners
Rancho Santa Fe,
California
|
$54.2K
|
+$43.8K
|
+337
|
+251%
|
|
|
1960
|
Matthew Hamilton Rosenberg
|
$52.5K
|
–
|
–
|
–
|
|
|
1961
|
BFSG LLC
Irvine,
California
|
$51.3K
|
–
|
–
|
–
|
|
|
1962
|
GW&K Investment Management
Boston,
Massachusetts
|
$50K
|
-$1.69K
|
-13
|
-3%
|
|
|
1963
|
Creative Financial Designs
Kokomo,
Indiana
|
$47.8K
|
-$651
|
-5
|
-1%
|
|
|
1964
|
Bruce G. Allen Investments
Denver,
Colorado
|
$47.4K
|
-$24.2K
|
-186
|
-31%
|
|
|
1965
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$47.3K
|
+$651
|
+5
|
+1%
|
|
|
1966
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$46.3K
|
+$52.4K
|
+403
|
New
|
|
|
1967
|
BOK Financial Private Wealth
Denver,
Colorado
|
$46K
|
–
|
–
|
–
|
|
|
1968
|
Oslo Pensjonsforsikring
Oslo,
|
$44.7K
|
+$50.6K
|
+389
|
New
|
|
|
1969
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$44.4K
|
-$7.81K
|
-60
|
-13%
|
|
|
1970
|
First Financial Corp
Terre Haute,
Indiana
|
$43.7K
|
-$9.24K
|
-71
|
-16%
|
|
|
1971
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$43.5K
|
+$49.2K
|
+378
|
New
|
|
|
1972
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$42.1K
|
–
|
–
|
–
|
|
|
1973
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$41.7K
|
-$40.3K
|
-310
|
-46%
|
|
|
1974
|
United Community Bank
Greenville,
South Carolina
|
$40.9K
|
+$1.69K
|
+13
|
+4%
|
|
|
1975
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$40.5K
|
–
|
–
|
–
|
|
