|
1951
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$382K
|
+$428K
|
+786
|
New
|
|
|
1952
|
First National Corp
Rockland,
Massachusetts
|
$382K
|
+$545
|
+1
|
+0.1%
|
|
|
1953
|
High Net Worth Advisory Group
Naples,
Florida
|
$380K
|
-$43.1K
|
-79
|
-9%
|
|
|
1954
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$379K
|
+$2.18K
|
+4
|
+0.5%
|
|
|
1955
|
Community Trust & Investment
Versailles,
Kentucky
|
$378K
|
-$54.5K
|
-100
|
-11%
|
|
|
1956
|
AXS Investments
Port Chester,
New York
|
$378K
|
+$20.2K
|
+37
|
+5%
|
|
|
1957
|
MJP Associates
Farmington,
Connecticut
|
$378K
|
+$38.7K
|
+71
|
+10%
|
|
|
1958
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$377K
|
+$420K
|
+771
|
New
|
|
|
1959
|
Dodge & Cox
San Francisco,
California
|
$377K
|
–
|
–
|
–
|
|
|
1960
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$375K
|
+$19.6K
|
+36
|
+5%
|
|
|
1961
|
Compass Capital Corp
Braintree,
Massachusetts
|
$375K
|
+$409K
|
+750
|
New
|
|
|
1962
|
TrueWealth Advisors
Birmingham,
Alabama
|
$375K
|
-$9.27K
|
-17
|
-2%
|
|
|
1963
|
Perkins Coie Trust Company
Seattle,
Washington
|
$372K
|
–
|
–
|
–
|
|
|
1964
|
Petrus Trust Company
Dallas,
Texas
|
$372K
|
+$417K
|
+765
|
New
|
|
|
1965
|
Disciplined Investors
Waco,
Texas
|
$372K
|
+$419K
|
+769
|
New
|
|
|
1966
|
Old Port Advisors
Portland,
Maine
|
$371K
|
+$9.81K
|
+18
|
+2%
|
|
|
1967
|
Larson Financial Group
St Louis,
Missouri
|
$371K
|
+$72.5K
|
+133
|
+21%
|
|
|
1968
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$370K
|
+$415K
|
+762
|
New
|
|
|
1969
|
City National Bank of Florida
Miami,
Florida
|
$368K
|
+$413K
|
+758
|
New
|
|
|
1970
|
Clearstead Trust
Portland,
Maine
|
$368K
|
+$396K
|
+727
|
+2,423%
|
|
|
1971
|
Compass Wealth Management
Guilford,
Connecticut
|
$365K
|
–
|
–
|
–
|
|
|
1972
|
Childress Capital Advisors
Houston,
Texas
|
$365K
|
-$39.2K
|
-72
|
-9%
|
|
|
1973
|
MMBG Investment Advisors
Miami,
Florida
|
$364K
|
–
|
–
|
–
|
|
|
1974
|
Spirit of America Management Corp
Syosset,
New York
|
$364K
|
–
|
–
|
–
|
|
|
1975
|
Princeton Capital Management
Red Bank,
New Jersey
|
$364K
|
+$46.9K
|
+86
|
+13%
|
|
