|
1951
|
Hughes Financial Services
Herndon,
Virginia
|
$17.7K
|
+$3.49K
|
+11
|
+26%
|
|
|
1952
|
Kennebec Savings Bank
Augusta,
Maine
|
$17.4K
|
–
|
–
|
–
|
|
|
1953
|
Clearstead Trust
Portland,
Maine
|
$17.1K
|
–
|
–
|
–
|
|
|
1954
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$16.7K
|
–
|
–
|
–
|
|
|
1955
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$16.7K
|
+$15.9K
|
+50
|
New
|
|
|
1956
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$16.4K
|
–
|
–
|
–
|
|
|
1957
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$15.7K
|
–
|
–
|
–
|
|
|
1958
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$15.4K
|
–
|
–
|
–
|
|
|
1959
|
Truvestments Capital
Sarasota,
Florida
|
$15.4K
|
-$24.4K
|
-77
|
-63%
|
|
|
1960
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$15.1K
|
+$317
|
+1
|
+2%
|
|
|
1961
|
Manning & Napier Advisors
Fairport,
New York
|
$14.7K
|
-$3.17K
|
-10
|
-17%
|
|
|
1962
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$14.7K
|
+$14K
|
+44
|
New
|
|
|
1963
|
Triumph Capital Management
Denver,
Colorado
|
$14.1K
|
+$317
|
+1
|
+2%
|
|
|
1964
|
Gleason Group
Prospect,
Kentucky
|
$14.1K
|
+$13.3K
|
+42
|
New
|
|
|
1965
|
Westfuller Advisors
New York
|
$13.4K
|
+$1.9K
|
+6
|
+18%
|
|
|
1966
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$13.4K
|
-$5.07K
|
-16
|
-28%
|
|
|
1967
|
Coastline Trust
Providence,
Rhode Island
|
$13.4K
|
–
|
–
|
–
|
|
|
1968
|
Evolution Wealth Management
Fort Myers,
Florida
|
$13.4K
|
+$12.7K
|
+40
|
New
|
|
|
1969
|
Premier Financial Group
Eureka,
California
|
$13.1K
|
+$12.4K
|
+39
|
New
|
|
|
1970
|
Winthrop Capital Management
Carmel,
Indiana
|
$13K
|
–
|
–
|
–
|
|
|
1971
|
Bullock Wealth Management
Bloomington,
Indiana
|
$12.5K
|
–
|
–
|
–
|
|
|
1972
|
High Note Wealth
Deephaven,
Minnesota
|
$11.7K
|
-$2.22K
|
-7
|
-17%
|
|
|
1973
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$11.7K
|
+$1.59K
|
+5
|
+17%
|
|
|
1974
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$11.7K
|
+$11.1K
|
+35
|
New
|
|
|
1975
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$11.4K
|
+$634
|
+2
|
+6%
|
|
