|
1951
|
Channel Wealth
Santa Barbara,
California
|
$3.62M
|
+$77K
|
+427
|
+2%
|
|
|
1952
|
Aries Wealth Management
Portland,
Maine
|
$3.62M
|
-$24.4K
|
-135
|
-0.7%
|
|
|
1953
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$3.61M
|
-$120K
|
-663
|
-4%
|
|
|
1954
|
Center for Financial Planning
Southfied,
Michigan
|
$3.61M
|
+$94K
|
+521
|
+3%
|
|
|
1955
|
Moseley Investment Management
Bradenton,
Florida
|
$3.61M
|
+$18K
|
+100
|
+0.6%
|
|
|
1956
|
L & S Advisors
Los Angeles,
California
|
$3.6M
|
-$8.36M
|
-46,352
|
-72%
|
|
|
1957
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.59M
|
-$8.66K
|
-48
|
-0.3%
|
|
|
1958
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$3.59M
|
-$8.84K
|
-49
|
-0.3%
|
|
|
1959
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.59M
|
-$26K
|
-144
|
-0.8%
|
|
|
1960
|
|
$3.58M
|
+$3.23M
|
+17,897
|
New
|
|
|
1961
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$3.58M
|
-$361
|
-2
|
-0%
|
|
|
1962
|
Engineers Gate Manager
New York
|
$3.58M
|
+$3.22M
|
+17,868
|
New
|
|
|
1963
|
Rollins Financial Advisors
New York City,
New York
|
$3.57M
|
+$529K
|
+2,932
|
+20%
|
|
|
1964
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3.57M
|
-$69.5K
|
-385
|
-2%
|
|
|
1965
|
Good Life Advisors
Reading,
Pennsylvania
|
$3.57M
|
+$361
|
+2
|
+0%
|
|
|
1966
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$3.57M
|
–
|
–
|
–
|
|
|
1967
|
Everett Harris & Co
Los Angeles,
California
|
$3.56M
|
+$26.3K
|
+146
|
+0.8%
|
|
|
1968
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$3.56M
|
-$266K
|
-1,472
|
-6%
|
|
|
1969
|
Nvest Financial
Portsmouth,
New Hampshire
|
$3.56M
|
+$95.1K
|
+527
|
+3%
|
|
|
1970
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$3.56M
|
+$3.23M
|
+17,881
|
New
|
|
|
1971
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$3.55M
|
+$117K
|
+650
|
+4%
|
|
|
1972
|
Slagle Financial
Edwardsville,
Illinois
|
$3.55M
|
-$5.86M
|
-32,453
|
-65%
|
|
|
1973
|
Entropy Technologies
New York
|
$3.54M
|
+$3.19M
|
+17,686
|
New
|
|
|
1974
|
Source Financial Advisors
New York
|
$3.54M
|
-$1.74M
|
-9,642
|
-35%
|
|
|
1975
|
WrapManager Inc
Mill Valley,
California
|
$3.54M
|
+$862K
|
+4,779
|
+37%
|
|
