|
1951
|
Canton Hathaway
Providence,
Rhode Island
|
$183K
|
–
|
–
|
–
|
|
|
1952
|
Catalyst Capital Advisors
Huntington,
New York
|
$180K
|
+$1.25K
|
+36
|
+0.7%
|
|
|
1953
|
Tortoise Investment Management
White Plains,
New York
|
$177K
|
+$7.58K
|
+219
|
+5%
|
|
|
1954
|
GW&K Investment Management
Boston,
Massachusetts
|
$173K
|
+$24.7K
|
+713
|
+17%
|
|
|
1955
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$170K
|
-$6.57K
|
-190
|
-4%
|
|
|
1956
|
Creative Financial Designs
Kokomo,
Indiana
|
$169K
|
-$11.6K
|
-335
|
-7%
|
|
|
1957
|
Bayforest Capital
London,
United Kingdom
|
$168K
|
+$163K
|
+4,700
|
New
|
|
|
1958
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$167K
|
+$12.5K
|
+360
|
+8%
|
|
|
1959
|
Tompkins Financial
Ithaca,
New York
|
$166K
|
-$68K
|
-1,965
|
-30%
|
|
|
1960
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$165K
|
-$18.5K
|
-535
|
-10%
|
|
|
1961
|
Limestone Investment Advisors
New York
|
$165K
|
+$160K
|
+4,620
|
New
|
|
|
1962
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$161K
|
+$28.3K
|
+817
|
+22%
|
|
|
1963
|
CNB Bank
Clearfield,
Pennsylvania
|
$161K
|
-$1.25K
|
-36
|
-0.8%
|
|
|
1964
|
Hendershot Investments
Centreville,
Virginia
|
$155K
|
–
|
–
|
–
|
|
|
1965
|
Caldwell Trust
Venice,
Florida
|
$155K
|
-$351K
|
-10,157
|
-70%
|
|
|
1966
|
Bogart Wealth LLC
Mclean,
Virginia
|
$153K
|
+$35.2K
|
+1,018
|
+31%
|
|
|
1967
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$153K
|
+$148K
|
+4,279
|
New
|
|
|
1968
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$149K
|
+$6.92K
|
+200
|
+5%
|
|
|
1969
|
Close Asset Management
London,
United Kingdom
|
$149K
|
-$1.04K
|
-30
|
-0.7%
|
|
|
1970
|
Pflug Koory
Omaha,
Nebraska
|
$146K
|
–
|
–
|
–
|
|
|
1971
|
Golden State Wealth Management
Santa Ana,
California
|
$144K
|
+$16.7K
|
+484
|
+14%
|
|
|
1972
|
|
$143K
|
–
|
–
|
–
|
|
|
1973
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$143K
|
–
|
–
|
–
|
|
|
1974
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$143K
|
-$9.51K
|
-275
|
-6%
|
|
|
1975
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$140K
|
-$26.2K
|
-756
|
-16%
|
|
