|
1951
|
Tempus Wealth Planning
Irvine,
California
|
$288K
|
+$47.1K
|
+489
|
+23%
|
|
|
1952
|
Trust Company of the South
Greensboro,
North Carolina
|
$287K
|
+$256K
|
+2,652
|
New
|
|
|
1953
|
LM Advisors
San Diego,
California
|
$287K
|
+$255K
|
+2,647
|
New
|
|
|
1954
|
WrapManager Inc
Mill Valley,
California
|
$286K
|
-$24.7K
|
-256
|
-9%
|
|
|
1955
|
AA Financial Advisors
Columbus,
Ohio
|
$286K
|
+$254K
|
+2,639
|
New
|
|
|
1956
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$284K
|
-$675
|
-7
|
-0.3%
|
|
|
1957
|
Certus Wealth Management
Redwood City,
California
|
$282K
|
+$1.74K
|
+18
|
+0.7%
|
|
|
1958
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$282K
|
-$14.5K
|
-150
|
-5%
|
|
|
1959
|
Investment Partners
New Philadelphia,
Ohio
|
$281K
|
+$578
|
+6
|
+0.2%
|
|
|
1960
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$281K
|
–
|
–
|
–
|
|
|
1961
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$280K
|
+$675
|
+7
|
+0.3%
|
|
|
1962
|
TCP Asset Management
Columbus,
Ohio
|
$279K
|
+$96
|
+1
|
+0%
|
|
|
1963
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$279K
|
-$105K
|
-1,089
|
-30%
|
|
|
1964
|
Independent Family Office
Albany,
New York
|
$279K
|
–
|
–
|
–
|
|
|
1965
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$275K
|
–
|
–
|
–
|
|
|
1966
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$275K
|
+$12.8K
|
+133
|
+6%
|
|
|
1967
|
tru Independence
Portland,
Oregon
|
$271K
|
+$241K
|
+2,505
|
New
|
|
|
1968
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$271K
|
+$241K
|
+2,500
|
New
|
|
|
1969
|
Iconiq Capital
San Francisco,
California
|
$269K
|
+$1.74K
|
+18
|
+0.7%
|
|
|
1970
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$268K
|
+$238K
|
+2,471
|
New
|
|
|
1971
|
Denver Wealth Management
Denver,
Colorado
|
$268K
|
+$239K
|
+2,479
|
New
|
|
|
1972
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$268K
|
+$239K
|
+2,478
|
New
|
|
|
1973
|
E&G Advisors
Houston,
Texas
|
$268K
|
+$239K
|
+2,476
|
New
|
|
|
1974
|
F&V Capital Management
Boca Raton,
Florida
|
$268K
|
+$3.37K
|
+35
|
+1%
|
|
|
1975
|
Matthew Hamilton Rosenberg
|
$267K
|
-$20.8K
|
-216
|
-8%
|
|
