|
1951
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$4.36M
|
-$35.4K
|
-152
|
-0.8%
|
|
|
1952
|
Archer Investment Corporation
Carmel,
Indiana
|
$4.36M
|
+$233
|
+1
|
+0%
|
|
|
1953
|
|
$4.36M
|
-$8.66M
|
-37,167
|
-67%
|
|
|
1954
|
Snider Financial Group
Bellevue,
Washington
|
$4.35M
|
-$6.99K
|
-30
|
-0.2%
|
|
|
1955
|
Founders Financial Securities
Towson,
Maryland
|
$4.34M
|
–
|
–
|
–
|
|
|
1956
|
Tiemann Investment Advisors
Menlo Park,
California
|
$4.34M
|
-$51.7K
|
-222
|
-1%
|
|
|
1957
|
Klingman & Associates
New York
|
$4.34M
|
-$2.13M
|
-9,158
|
-34%
|
|
|
1958
|
Outfitter Financial
Brunswick,
Maine
|
$4.34M
|
-$137K
|
-590
|
-3%
|
|
|
1959
|
Oak Asset Management
Westlake Village,
California
|
$4.33M
|
-$35.2K
|
-151
|
-0.8%
|
|
|
1960
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$4.33M
|
-$33.3K
|
-143
|
-0.8%
|
|
|
1961
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$4.32M
|
-$3.49K
|
-15
|
-0.1%
|
|
|
1962
|
MONECO Advisors
Fairfield,
Connecticut
|
$4.32M
|
+$722K
|
+3,098
|
+21%
|
|
|
1963
|
Banco de Sabadell
Miami,
Florida
|
$4.31M
|
+$20.3K
|
+87
|
+0.5%
|
|
|
1964
|
Angeles Wealth Management
Santa Monica,
California
|
$4.3M
|
+$746K
|
+3,201
|
+22%
|
|
|
1965
|
Venturi Wealth Management
Austin,
Texas
|
$4.3M
|
+$2.05M
|
+8,819
|
+97%
|
|
|
1966
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$4.29M
|
+$269K
|
+1,153
|
+7%
|
|
|
1967
|
Aries Wealth Management
Portland,
Maine
|
$4.29M
|
–
|
–
|
–
|
|
|
1968
|
BCGM Wealth Management
Lafayette,
Indiana
|
$4.29M
|
-$590K
|
-2,534
|
-12%
|
|
|
1969
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$4.29M
|
+$6.99K
|
+30
|
+0.2%
|
|
|
1970
|
BTG Pactual Asset Management US
New York
|
$4.28M
|
+$629K
|
+2,702
|
+18%
|
|
|
1971
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$4.28M
|
+$18.6K
|
+80
|
+0.5%
|
|
|
1972
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$4.27M
|
-$62.2K
|
-267
|
-1%
|
|
|
1973
|
Stamos Capital Partners
Menlo Park,
California
|
$4.27M
|
-$2.22M
|
-9,540
|
-35%
|
|
|
1974
|
Forza Wealth Management
Sarasota,
Florida
|
$4.27M
|
+$13.3K
|
+57
|
+0.3%
|
|
|
1975
|
Continuum Advisory
Eagle,
Idaho
|
$4.27M
|
+$61.5K
|
+264
|
+2%
|
|
