|
1951
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$644K
|
–
|
–
|
–
|
|
|
1952
|
Hendershot Investments
Centreville,
Virginia
|
$642K
|
+$52.1K
|
+681
|
+9%
|
|
|
1953
|
Ausdal Financial Partners
Davenport,
Iowa
|
$641K
|
+$140K
|
+1,837
|
+29%
|
|
|
1954
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$640K
|
–
|
–
|
–
|
|
|
1955
|
Edgewood Management
Greenwich,
Connecticut
|
$640K
|
–
|
–
|
–
|
|
|
1956
|
WealthPLAN Partners
Omaha,
Nebraska
|
$640K
|
+$5.89K
|
+77
|
+0.9%
|
|
|
1957
|
Iron Gate Global Advisors
Nsl,
Utah
|
$639K
|
+$688
|
+9
|
+0.1%
|
|
|
1958
|
|
$638K
|
–
|
–
|
–
|
|
|
1959
|
Gyroscope Capital Management Group
Naples,
Florida
|
$636K
|
-$7.04K
|
-92
|
-1%
|
|
|
1960
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$634K
|
-$9.64K
|
-126
|
-2%
|
|
|
1961
|
Soltis Investment Advisors
St. George,
Utah
|
$634K
|
+$360K
|
+4,706
|
+138%
|
|
|
1962
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$633K
|
–
|
–
|
–
|
|
|
1963
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$631K
|
+$619K
|
+8,087
|
New
|
|
|
1964
|
Paloma Partners
Greenwich,
Connecticut
|
$630K
|
-$3.62M
|
-47,296
|
-85%
|
|
|
1965
|
Field & Main Bank
Henderson,
Kentucky
|
$630K
|
-$38.9K
|
-508
|
-6%
|
|
|
1966
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$630K
|
+$184K
|
+2,410
|
+42%
|
|
|
1967
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$629K
|
-$98.4K
|
-1,286
|
-14%
|
|
|
1968
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$623K
|
-$32K
|
-419
|
-5%
|
|
|
1969
|
Bluefin Capital Management
New York
|
$622K
|
+$610K
|
+7,970
|
New
|
|
|
1970
|
Monterey Private Wealth
Monterey,
California
|
$620K
|
+$1.68K
|
+22
|
+0.3%
|
|
|
1971
|
Intrua Financial
Houston,
Texas
|
$617K
|
+$37.7K
|
+493
|
+7%
|
|
|
1972
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$617K
|
+$605K
|
+7,907
|
New
|
|
|
1973
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$616K
|
+$3.37K
|
+44
|
+0.6%
|
|
|
1974
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$616K
|
+$12.2K
|
+160
|
+2%
|
|
|
1975
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$615K
|
–
|
–
|
–
|
|
