|
1951
|
GSB Wealth Management
Guilford,
Connecticut
|
$120K
|
-$730
|
-23
|
-0.6%
|
|
|
1952
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$118K
|
–
|
–
|
–
|
|
|
1953
|
Navigoe Wealth Management
Redondo Beach,
California
|
$116K
|
–
|
–
|
–
|
|
|
1954
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$113K
|
+$113K
|
+3,556
|
+71,120%
|
|
|
1955
|
Cardiff Park Advisors
Carlsbad,
California
|
$108K
|
-$55.9K
|
-1,761
|
-34%
|
|
|
1956
|
SJS Investment Consulting
Sylvania,
Ohio
|
$107K
|
+$6.66K
|
+210
|
+7%
|
|
|
1957
|
Bayban
Bayport,
Minnesota
|
$106K
|
–
|
–
|
–
|
|
|
1958
|
Timbuktu Capital Management
Boston,
Massachusetts
|
$102K
|
+$102K
|
+3,219
|
New
|
|
|
1959
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$101K
|
+$101K
|
+3,184
|
New
|
|
|
1960
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$97.8K
|
–
|
–
|
–
|
|
|
1961
|
Financial Life Planners
Tempe,
Arizona
|
$97.7K
|
+$761
|
+24
|
+0.8%
|
|
|
1962
|
Arlington Trust
Birmingham,
Alabama
|
$95.1K
|
–
|
–
|
–
|
|
|
1963
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$95.1K
|
–
|
–
|
–
|
|
|
1964
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$93.5K
|
+$730
|
+23
|
+0.8%
|
|
|
1965
|
Weaver Capital Management
Suwanee,
Georgia
|
$93K
|
–
|
–
|
–
|
|
|
1966
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$92.8K
|
+$92.8K
|
+2,925
|
New
|
|
|
1967
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$89.8K
|
-$4.54K
|
-143
|
-5%
|
|
|
1968
|
Union Savings Bank
Litchfield,
Connecticut
|
$89.5K
|
+$59.5K
|
+1,877
|
+198%
|
|
|
1969
|
EPG Wealth Management
Atlanta,
Georgia
|
$89.2K
|
+$89.2K
|
+2,813
|
New
|
|
|
1970
|
Robinswood Financial
Kirkland,
Washington
|
$86.7K
|
+$29.1K
|
+916
|
+50%
|
|
|
1971
|
Aventura Private Wealth
Aventura,
Florida
|
$85.9K
|
–
|
–
|
–
|
|
|
1972
|
Signature Resources Capital Management
Newport Beach,
California
|
$83.9K
|
+$38.6K
|
+1,217
|
+85%
|
|
|
1973
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$82.6K
|
–
|
–
|
–
|
|
|
1974
|
Center for Financial Planning
Southfied,
Michigan
|
$82.4K
|
–
|
–
|
–
|
|
|
1975
|
|
$82.2K
|
+$79.3K
|
+2,499
|
New
|
|
