|
1951
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$291K
|
+$19.8K
|
+100
|
+7%
|
|
|
1952
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$290K
|
+$291K
|
+1,468
|
New
|
|
|
1953
|
Keating Investment Counselors
Delray Beach,
Florida
|
$289K
|
-$79.3K
|
-400
|
-21%
|
|
|
1954
|
Round Table Services
Westfield,
New Jersey
|
$289K
|
+$290K
|
+1,461
|
New
|
|
|
1955
|
BlueCrest Capital Management
St Helier,
Jersey
|
$289K
|
+$290K
|
+1,462
|
New
|
|
|
1956
|
Haafor (Singapore)
Singapore
|
$289K
|
+$290K
|
+1,462
|
New
|
|
|
1957
|
SFMG Wealth Advisors
Plano,
Texas
|
$287K
|
+$74.8K
|
+377
|
+35%
|
|
|
1958
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$286K
|
–
|
–
|
–
|
|
|
1959
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$286K
|
+$287K
|
+1,445
|
New
|
|
|
1960
|
Pacer Advisors
Malvern,
Pennsylvania
|
$285K
|
-$15.8M
|
-79,414
|
-98%
|
|
|
1961
|
Weather Gauge Advisory
Williamsburg,
Virginia
|
$284K
|
+$595
|
+3
|
+0.2%
|
|
|
1962
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$284K
|
+$285K
|
+1,439
|
New
|
|
|
1963
|
Darwin Wealth Management
Tampa,
Florida
|
$283K
|
-$5.36K
|
-27
|
-2%
|
|
|
1964
|
Aureus Asset Management
Boston,
Massachusetts
|
$283K
|
+$284K
|
+1,433
|
New
|
|
|
1965
|
GM Advisory Group
Melville,
New York
|
$282K
|
-$56.9K
|
-287
|
-17%
|
|
|
1966
|
Capital Insight Partners
Scottsdale,
Arizona
|
$282K
|
-$21.6K
|
-109
|
-7%
|
|
|
1967
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$282K
|
–
|
–
|
–
|
|
|
1968
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$281K
|
-$4.96K
|
-25
|
-2%
|
|
|
1969
|
Signet Financial Management
Parsippany,
New Jersey
|
$279K
|
+$198
|
+1
|
+0.1%
|
|
|
1970
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$278K
|
+$279K
|
+1,404
|
New
|
|
|
1971
|
Samalin Investment Counsel
Chappaqua,
New York
|
$278K
|
+$280K
|
+1,410
|
New
|
|
|
1972
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$277K
|
–
|
–
|
–
|
|
|
1973
|
Cable Hill Partners
Portland,
Oregon
|
$276K
|
+$5.36K
|
+27
|
+2%
|
|
|
1974
|
Johanson Financial Advisors
Campbell,
California
|
$276K
|
-$24.6K
|
-124
|
-8%
|
|
|
1975
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$275K
|
–
|
–
|
–
|
|
