|
1951
|
Triton Wealth Management
Sun City,
Arizona
|
$200K
|
+$188K
|
+2,094
|
New
|
|
|
1952
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$200K
|
+$9.09K
|
+101
|
+5%
|
|
|
1953
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$200K
|
+$11.1K
|
+123
|
+6%
|
|
|
1954
|
Boreal Capital Management
Miami,
Florida
|
$199K
|
+$199K
|
+2,215
|
New
|
|
|
1955
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$198K
|
+$198K
|
+2,200
|
New
|
|
|
1956
|
Acadian Asset Management
Boston,
Massachusetts
|
$198K
|
-$4.26M
|
-47,366
|
-96%
|
|
|
1957
|
Bellwether Advisors
Lincoln,
Nebraska
|
$198K
|
+$6.12K
|
+68
|
+3%
|
|
|
1958
|
Monetary Management Group
St Louis,
Missouri
|
$197K
|
+$8.55K
|
+95
|
+5%
|
|
|
1959
|
Bangor Savings Bank
Bangor,
Maine
|
$197K
|
-$25.4K
|
-282
|
-11%
|
|
|
1960
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$195K
|
–
|
–
|
–
|
|
|
1961
|
Briaud Financial Planning
College Station,
Texas
|
$195K
|
–
|
–
|
–
|
|
|
1962
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$192K
|
–
|
–
|
–
|
|
|
1963
|
MV Capital Management
Bethesda,
Maryland
|
$189K
|
-$2.25K
|
-25
|
-1%
|
|
|
1964
|
Strategic Wealth Partners
Independence,
Ohio
|
$188K
|
+$189K
|
+2,099
|
New
|
|
|
1965
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$188K
|
-$3.69K
|
-41
|
-2%
|
|
|
1966
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$181K
|
–
|
–
|
–
|
|
|
1967
|
Perkins Coie Trust Company
Seattle,
Washington
|
$180K
|
-$1.08K
|
-12
|
-0.6%
|
|
|
1968
|
Archer Investment Corporation
Carmel,
Indiana
|
$178K
|
-$175K
|
-1,950
|
-50%
|
|
|
1969
|
REAP Financial Group
Austin,
Texas
|
$177K
|
+$88.3K
|
+981
|
+99%
|
|
|
1970
|
Manchester Capital Management
Manchester,
Vermont
|
$175K
|
-$5.4K
|
-60
|
-3%
|
|
|
1971
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$175K
|
-$2.52K
|
-28
|
-1%
|
|
|
1972
|
|
$175K
|
-$780K
|
-8,674
|
-82%
|
|
|
1973
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$171K
|
–
|
–
|
–
|
|
|
1974
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$170K
|
+$128K
|
+1,419
|
+298%
|
|
|
1975
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$169K
|
-$6.93K
|
-77
|
-4%
|
|
