|
1951
|
Accent Capital Management
Centerville,
Ohio
|
$1.95M
|
-$710K
|
-790
|
-26%
|
|
|
1952
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$1.94M
|
+$110K
|
+122
|
+6%
|
|
|
1953
|
Root Financial Partners
Encinitas,
California
|
$1.94M
|
+$1.56M
|
+1,730
|
+374%
|
|
|
1954
|
Gries Financial
Cleveland,
Ohio
|
$1.94M
|
+$950K
|
+1,057
|
+93%
|
|
|
1955
|
Smith Group Asset Management
Dallas,
Texas
|
$1.94M
|
+$626K
|
+696
|
+47%
|
|
|
1956
|
Brophy Wealth Management
Bedford,
New Hampshire
|
$1.94M
|
+$1.97M
|
+2,189
|
New
|
|
|
1957
|
Parallax Volatility Advisers
San Francisco,
California
|
$1.94M
|
+$1.96M
|
+2,185
|
New
|
|
|
1958
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$1.93M
|
+$45K
|
+50
|
+2%
|
|
|
1959
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$1.93M
|
+$218K
|
+243
|
+13%
|
|
|
1960
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.93M
|
+$180K
|
+200
|
+10%
|
|
|
1961
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$1.91M
|
+$185K
|
+206
|
+11%
|
|
|
1962
|
Platform Technology Partners
New York
|
$1.91M
|
-$78.2K
|
-87
|
-4%
|
|
|
1963
|
Sage Rhino Capital
Menlo Park,
California
|
$1.9M
|
+$6.29K
|
+7
|
+0.3%
|
|
|
1964
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.9M
|
+$103K
|
+115
|
+6%
|
|
|
1965
|
Orser Capital Management
Southlake,
Texas
|
$1.9M
|
-$8.99K
|
-10
|
-0.5%
|
|
|
1966
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.9M
|
–
|
–
|
–
|
|
|
1967
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.89M
|
–
|
–
|
–
|
|
|
1968
|
Ted Buchan & Co
San Diego,
California
|
$1.89M
|
+$153K
|
+170
|
+9%
|
|
|
1969
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$1.89M
|
–
|
–
|
–
|
|
|
1970
|
Fiduciary Family Office
Boca Raton,
Florida
|
$1.89M
|
+$169K
|
+188
|
+10%
|
|
|
1971
|
TI-Trust
Quincy,
Illinois
|
$1.89M
|
–
|
–
|
–
|
|
|
1972
|
Heritage Investment Group
Pompano Beach,
Florida
|
$1.88M
|
+$71K
|
+79
|
+4%
|
|
|
1973
|
Cynosure Group
Salt Lake City,
Utah
|
$1.88M
|
+$341K
|
+379
|
+22%
|
|
|
1974
|
Westover Capital Advisors
Wilmington,
Delaware
|
$1.88M
|
+$161K
|
+179
|
+9%
|
|
|
1975
|
Scott & Selber Inc
Houston,
Texas
|
$1.88M
|
-$13.5K
|
-15
|
-0.7%
|
|
