|
1951
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$85.4K
|
–
|
–
|
–
|
|
|
1952
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$82.3K
|
–
|
–
|
–
|
|
|
1953
|
Quintet Private Bank (Europe)
Luxembourg
|
$79.8K
|
+$63.9K
|
+333
|
New
|
|
|
1954
|
Zions Bancorporation
Salt Lake City,
Utah
|
$79.4K
|
–
|
–
|
–
|
|
|
1955
|
West Oak Capital
Westlake Village,
California
|
$78K
|
-$3.84K
|
-20
|
-5%
|
|
|
1956
|
Valley Wealth Managers
Paramus,
New Jersey
|
$76.5K
|
-$258K
|
-1,344
|
-78%
|
|
|
1957
|
PSI Advisors
Tampa,
Florida
|
$74.7K
|
-$9.6K
|
-50
|
-12%
|
|
|
1958
|
Founders Capital Management (Texas)
Houston,
Texas
|
$74.1K
|
-$2.11K
|
-11
|
-3%
|
|
|
1959
|
Truvestments Capital
Sarasota,
Florida
|
$72K
|
–
|
–
|
–
|
|
|
1960
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$71.8K
|
–
|
–
|
–
|
|
|
1961
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$70.8K
|
–
|
–
|
–
|
|
|
1962
|
Tucker Asset Management
Littleton,
Colorado
|
$70.2K
|
+$8.45K
|
+44
|
+15%
|
|
|
1963
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$66.4K
|
-$24K
|
-125
|
-28%
|
|
|
1964
|
Hoey Investments
Coatesville,
Pennsylvania
|
$65.8K
|
–
|
–
|
–
|
|
|
1965
|
MCF Advisors
Covington,
Kentucky
|
$65.6K
|
–
|
–
|
–
|
|
|
1966
|
Pacific Capital Wealth Advisors
Corona,
California
|
$64.6K
|
–
|
–
|
–
|
|
|
1967
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$64.4K
|
–
|
–
|
–
|
|
|
1968
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$62.9K
|
-$149K
|
-778
|
-72%
|
|
|
1969
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$62.7K
|
-$5.18K
|
-27
|
-8%
|
|
|
1970
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$62.3K
|
-$57.6K
|
-300
|
-50%
|
|
|
1971
|
Asset Management One
Tokyo,
Japan
|
$61.7K
|
-$19.2K
|
-100
|
-25%
|
|
|
1972
|
Tacita Capital
Toronto,
Ontario, Canada
|
$61.7K
|
–
|
–
|
–
|
|
|
1973
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$58.6K
|
–
|
–
|
–
|
|
|
1974
|
Toth Financial Advisory
Leesburg,
Virginia
|
$58K
|
–
|
–
|
–
|
|
|
1975
|
Annapolis Financial Services
Annapolis,
Maryland
|
$57.2K
|
-$300K
|
-1,561
|
-85%
|
|
