|
1951
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$562K
|
–
|
–
|
–
|
|
|
1952
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$561K
|
-$10.3K
|
-50
|
-2%
|
|
|
1953
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$556K
|
-$10.8K
|
-52
|
-2%
|
|
|
1954
|
Schonfeld Strategic Advisors
New York
|
$554K
|
-$786K
|
-3,800
|
-59%
|
|
|
1955
|
Acropolis Investment Management
St. Louis,
Missouri
|
$553K
|
-$11.4K
|
-55
|
-2%
|
|
|
1956
|
Landaas & Company
Milwaukee,
Wisconsin
|
$550K
|
–
|
–
|
–
|
|
|
1957
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$549K
|
–
|
–
|
–
|
|
|
1958
|
AssetMark Inc
Concord,
California
|
$548K
|
-$109K
|
-528
|
-17%
|
|
|
1959
|
American Economic Planning Group
Warren,
New Jersey
|
$548K
|
+$9.93K
|
+48
|
+2%
|
|
|
1960
|
|
$547K
|
-$13.2K
|
-64
|
-2%
|
|
|
1961
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$546K
|
+$41.8K
|
+202
|
+9%
|
|
|
1962
|
Vigilant Capital Management
Portland,
Maine
|
$545K
|
-$10.3K
|
-50
|
-2%
|
|
|
1963
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$544K
|
-$10.3K
|
-50
|
-2%
|
|
|
1964
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$543K
|
-$45.3K
|
-219
|
-8%
|
|
|
1965
|
Surevest
Los Angeles,
California
|
$543K
|
+$527K
|
+2,545
|
New
|
|
|
1966
|
O'Dell Group
Cincinnati,
Ohio
|
$541K
|
–
|
–
|
–
|
|
|
1967
|
Tranquility Partners
Brentwood,
Tennessee
|
$541K
|
+$526K
|
+2,540
|
New
|
|
|
1968
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$540K
|
–
|
–
|
–
|
|
|
1969
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$539K
|
-$69.1K
|
-334
|
-12%
|
|
|
1970
|
MV Capital Management
Bethesda,
Maryland
|
$539K
|
-$6K
|
-29
|
-1%
|
|
|
1971
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$539K
|
+$20.7K
|
+100
|
+4%
|
|
|
1972
|
American Financial Network Advisory Services
Calabasas,
California
|
$538K
|
-$64.1K
|
-310
|
-11%
|
|
|
1973
|
WealthOne
Albany,
New York
|
$538K
|
+$37.2K
|
+180
|
+8%
|
|
|
1974
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$537K
|
–
|
–
|
–
|
|
|
1975
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$535K
|
-$271K
|
-1,309
|
-34%
|
|
