|
1951
|
Strategic Global Advisors
Newport Beach,
California
|
$688K
|
-$450K
|
-8,320
|
-39%
|
|
|
1952
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$686K
|
+$33.5K
|
+620
|
+5%
|
|
|
1953
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$682K
|
+$703K
|
+13,000
|
New
|
|
|
1954
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$679K
|
+$443K
|
+8,200
|
+171%
|
|
|
1955
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$679K
|
+$703K
|
+13,000
|
New
|
|
|
1956
|
First United Bank & Trust
Oakland,
Maryland
|
$678K
|
+$701K
|
+12,980
|
New
|
|
|
1957
|
Sterling Investment Management
Tucson,
Arizona
|
$677K
|
-$189K
|
-3,500
|
-21%
|
|
|
1958
|
|
$677K
|
+$69.2K
|
+1,280
|
+11%
|
|
|
1959
|
Empirical Wealth Management
Seattle,
Washington
|
$677K
|
+$77.8K
|
+1,440
|
+13%
|
|
|
1960
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$677K
|
+$700K
|
+12,960
|
New
|
|
|
1961
|
Independence Advisors
Wayne,
Pennsylvania
|
$676K
|
-$6.49K
|
-120
|
-0.9%
|
|
|
1962
|
|
$673K
|
–
|
–
|
–
|
|
|
1963
|
Berman Capital Advisors
Atlanta,
Georgia
|
$670K
|
-$266K
|
-4,920
|
-28%
|
|
|
1964
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$670K
|
–
|
–
|
–
|
|
|
1965
|
Foundry Partners
Minneapolis,
Minnesota
|
$669K
|
-$108K
|
-2,000
|
-14%
|
|
|
1966
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$669K
|
-$64.8K
|
-1,200
|
-9%
|
|
|
1967
|
High Pointe Capital Management
Chicago,
Illinois
|
$669K
|
-$32.4K
|
-600
|
-4%
|
|
|
1968
|
Nottingham Advisors
Amherst,
New York
|
$668K
|
–
|
–
|
–
|
|
|
1969
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$665K
|
+$3.24K
|
+60
|
+0.5%
|
|
|
1970
|
Blueport Capital
Fort Worth,
Texas
|
$664K
|
+$99.4K
|
+1,840
|
+17%
|
|
|
1971
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$663K
|
+$4.32K
|
+80
|
+0.6%
|
|
|
1972
|
Ritholtz Wealth Management
New York
|
$663K
|
+$164K
|
+3,040
|
+32%
|
|
|
1973
|
Wealth Architects
Mountain View,
California
|
$660K
|
-$115K
|
-2,120
|
-14%
|
|
|
1974
|
Glassman Wealth Services
Vienna,
Virginia
|
$659K
|
+$3.24K
|
+60
|
+0.5%
|
|
|
1975
|
Beacon Pointe Advisors
Newport Beach,
California
|
$655K
|
+$679K
|
+12,560
|
New
|
|
