|
1951
|
Clearstead Trust
Portland,
Maine
|
$127K
|
–
|
–
|
–
|
|
|
1952
|
RFP Financial Group
Atlanta,
Georgia
|
$124K
|
-$12.5K
|
-58
|
-9%
|
|
|
1953
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$122K
|
–
|
–
|
–
|
|
|
1954
|
Trivant Custom Portfolio Group
San Diego,
California
|
$120K
|
–
|
–
|
–
|
|
|
1955
|
|
$120K
|
-$25.1K
|
-116
|
-17%
|
|
|
1956
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$117K
|
–
|
–
|
–
|
|
|
1957
|
Concord Wealth Partners
Abingdon,
Virginia
|
$116K
|
-$32.4K
|
-150
|
-22%
|
|
|
1958
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$114K
|
-$216
|
-1
|
-0.2%
|
|
|
1959
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$114K
|
-$16.2K
|
-75
|
-12%
|
|
|
1960
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$113K
|
–
|
–
|
–
|
|
|
1961
|
Lummis Asset Management
Fort Worth,
Texas
|
$112K
|
–
|
–
|
–
|
|
|
1962
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$110K
|
+$9.95K
|
+46
|
+10%
|
|
|
1963
|
Resources Management Corp
West Hartford,
Connecticut
|
$109K
|
+$1.08K
|
+5
|
+1%
|
|
|
1964
|
Abound Wealth Management
Franklin,
Tennessee
|
$109K
|
–
|
–
|
–
|
|
|
1965
|
Bangor Savings Bank
Bangor,
Maine
|
$109K
|
–
|
–
|
–
|
|
|
1966
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$108K
|
–
|
–
|
–
|
|
|
1967
|
Elevation Wealth Partners
Santa Rosa,
California
|
$107K
|
-$4.97K
|
-23
|
-4%
|
|
|
1968
|
Addison Advisors
Middlebury,
Vermont
|
$106K
|
–
|
–
|
–
|
|
|
1969
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$105K
|
–
|
–
|
–
|
|
|
1970
|
D.J. St. Germain
Springfield,
Massachusetts
|
$104K
|
-$40K
|
-185
|
-28%
|
|
|
1971
|
Eagle Bay Advisors
New York
|
$103K
|
+$1.08K
|
+5
|
+1%
|
|
|
1972
|
Denver PWM
Denver,
Colorado
|
$103K
|
+$103K
|
+478
|
New
|
|
|
1973
|
MilWealth Group
Milwaukee,
Wisconsin
|
$98K
|
–
|
–
|
–
|
|
|
1974
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$94.2K
|
+$433
|
+2
|
+0.5%
|
|
|
1975
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$89.7K
|
-$184K
|
-849
|
-67%
|
|
