|
1951
|
Bangor Savings Bank
Bangor,
Maine
|
$133K
|
+$6.51K
|
+70
|
+4%
|
|
|
1952
|
Front Row Advisors
Tiburon,
California
|
$132K
|
–
|
–
|
–
|
|
|
1953
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$131K
|
-$8.92K
|
-96
|
-5%
|
|
|
1954
|
Pacific Capital Wealth Advisors
Corona,
California
|
$129K
|
-$8.36K
|
-90
|
-5%
|
|
|
1955
|
Meag Munich Ergo
Munich,
Germany
|
$128K
|
-$12.6M
|
-135,635
|
-99%
|
|
|
1956
|
Chilton Capital Management
Houston,
Texas
|
$126K
|
+$15.8K
|
+170
|
+11%
|
|
|
1957
|
Avalon Trust
Santa Fe,
New Mexico
|
$126K
|
-$328K
|
-3,524
|
-68%
|
|
|
1958
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$124K
|
–
|
–
|
–
|
|
|
1959
|
Union Savings Bank
Litchfield,
Connecticut
|
$124K
|
-$108K
|
-1,163
|
-42%
|
|
|
1960
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$122K
|
-$2.04K
|
-22
|
-1%
|
|
|
1961
|
Belmont Capital
Los Angeles,
California
|
$121K
|
+$123K
|
+1,327
|
+484%
|
|
|
1962
|
Cedar Wealth Management
Walnut Creek,
California
|
$118K
|
–
|
–
|
–
|
|
|
1963
|
Eagle Bay Advisors
New York
|
$117K
|
-$33.1K
|
-356
|
-19%
|
|
|
1964
|
|
$114K
|
+$50.5K
|
+543
|
+56%
|
|
|
1965
|
|
$113K
|
–
|
–
|
–
|
|
|
1966
|
Oakworth Capital
Birmingham,
Alabama
|
$113K
|
+$4.65K
|
+50
|
+3%
|
|
|
1967
|
Advisornet Financial
Minnetonka,
Minnesota
|
$112K
|
+$4.93K
|
+53
|
+4%
|
|
|
1968
|
Perkins Coie Trust Company
Seattle,
Washington
|
$112K
|
–
|
–
|
–
|
|
|
1969
|
Paloma Partners
Greenwich,
Connecticut
|
$112K
|
-$34.8K
|
-374
|
-20%
|
|
|
1970
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$111K
|
–
|
–
|
–
|
|
|
1971
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$106K
|
+$1.3K
|
+14
|
+1%
|
|
|
1972
|
Clean Yield Group
Norwich,
Vermont
|
$104K
|
-$5.67K
|
-61
|
-4%
|
|
|
1973
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$103K
|
+$102K
|
+1,094
|
New
|
|
|
1974
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$102K
|
+$126K
|
+1,353
|
New
|
|
|
1975
|
Raffa Wealth Management
Washington,
District of Columbia
|
$101K
|
–
|
–
|
–
|
|
