|
1951
|
Burton Enright Welch
Walnut Creek,
California
|
$615K
|
+$5.4K
|
+27
|
+1%
|
|
|
1952
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$615K
|
-$35K
|
-175
|
-7%
|
|
|
1953
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$615K
|
+$1.8K
|
+9
|
+0.4%
|
|
|
1954
|
Covenant Asset Management
Chester,
New Jersey
|
$615K
|
–
|
–
|
–
|
|
|
1955
|
Childress Capital Advisors
Houston,
Texas
|
$614K
|
-$52K
|
-260
|
-10%
|
|
|
1956
|
Alphadyne Asset Management
New York
|
$612K
|
-$149K
|
-745
|
-24%
|
|
|
1957
|
Bank Pictet & Cie (Asia)
Singapore
|
$610K
|
–
|
–
|
–
|
|
|
1958
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$610K
|
+$600
|
+3
|
+0.1%
|
|
|
1959
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$610K
|
-$577K
|
-2,888
|
-55%
|
|
|
1960
|
Prosperity Wealth Management
San Ramon,
California
|
$610K
|
+$317K
|
+1,586
|
+213%
|
|
|
1961
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$609K
|
+$2K
|
+10
|
+0.4%
|
|
|
1962
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$609K
|
+$18.4K
|
+92
|
+4%
|
|
|
1963
|
IMS Capital Management
Portland,
Oregon
|
$608K
|
+$465K
|
+2,323
|
New
|
|
|
1964
|
Pegasus Asset Management
Montebello,
New York
|
$607K
|
–
|
–
|
–
|
|
|
1965
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$607K
|
-$267K
|
-1,333
|
-37%
|
|
|
1966
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$606K
|
+$9K
|
+45
|
+2%
|
|
|
1967
|
Oakworth Capital
Birmingham,
Alabama
|
$605K
|
–
|
–
|
–
|
|
|
1968
|
HBC Financial Services
Seattle,
Washington
|
$604K
|
+$2K
|
+10
|
+0.5%
|
|
|
1969
|
FWG Holdings
Winter Park,
Florida
|
$603K
|
-$18K
|
-90
|
-4%
|
|
|
1970
|
King Wealth Management Group
Naples,
Florida
|
$603K
|
+$7.2K
|
+36
|
+2%
|
|
|
1971
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$601K
|
-$165K
|
-826
|
-26%
|
|
|
1972
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$601K
|
+$364K
|
+1,820
|
+226%
|
|
|
1973
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$600K
|
+$237K
|
+1,186
|
+107%
|
|
|
1974
|
Congress Park Capital
Saratoga Springs,
New York
|
$598K
|
+$222K
|
+1,110
|
+94%
|
|
|
1975
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$598K
|
–
|
–
|
–
|
|
