|
1951
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$866K
|
+$113K
|
+437
|
+17%
|
|
|
1952
|
Professional Advisory Services
Vero Beach,
Florida
|
$865K
|
–
|
–
|
–
|
|
|
1953
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$864K
|
-$120K
|
-466
|
-14%
|
|
|
1954
|
Beacon Financial Group
Dallas,
Texas
|
$864K
|
-$1.8K
|
-7
|
-0.2%
|
|
|
1955
|
3Chopt Investment Partners
Richmond,
Virginia
|
$863K
|
+$17.8K
|
+69
|
+2%
|
|
|
1956
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$863K
|
-$22.2K
|
-86
|
-3%
|
|
|
1957
|
Howard Capital Management Group
Los Angeles,
California
|
$860K
|
–
|
–
|
–
|
|
|
1958
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$858K
|
-$2.83K
|
-11
|
-0.4%
|
|
|
1959
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$858K
|
+$87.3K
|
+339
|
+13%
|
|
|
1960
|
BIP Wealth
Atlanta,
Georgia
|
$856K
|
-$84.2K
|
-327
|
-10%
|
|
|
1961
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$856K
|
-$19.3K
|
-75
|
-3%
|
|
|
1962
|
Paradigm Capital Management Inc
Albany,
New York
|
$855K
|
-$361K
|
-1,400
|
-33%
|
|
|
1963
|
L.K. Benson & Company
Baltimore,
Maryland
|
$855K
|
–
|
–
|
–
|
|
|
1964
|
DLK Investment Management
Solana Beach,
California
|
$853K
|
–
|
–
|
–
|
|
|
1965
|
Harvey Investment Company
Louisville,
Kentucky
|
$850K
|
–
|
–
|
–
|
|
|
1966
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$850K
|
-$773
|
-3
|
-0.1%
|
|
|
1967
|
Cooper/Haims Advisors
Victor,
New York
|
$849K
|
+$258
|
+1
|
+0%
|
|
|
1968
|
Pegasus Asset Management
Montebello,
New York
|
$848K
|
+$54.1K
|
+210
|
+8%
|
|
|
1969
|
Fortis Capital Management
Bellevue,
Washington
|
$846K
|
+$74.5K
|
+289
|
+11%
|
|
|
1970
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$845K
|
-$3.09K
|
-12
|
-0.4%
|
|
|
1971
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$845K
|
–
|
–
|
–
|
|
|
1972
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$845K
|
–
|
–
|
–
|
|
|
1973
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$845K
|
+$25.8K
|
+100
|
+4%
|
|
|
1974
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$844K
|
–
|
–
|
–
|
|
|
1975
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$843K
|
-$106K
|
-412
|
-13%
|
|
