|
1951
|
Symmetry Partners
Glastonbury,
Connecticut
|
$289K
|
+$299K
|
+1,104
|
New
|
|
|
1952
|
Serenus Wealth Advisors
Santa Monica,
California
|
$288K
|
–
|
–
|
–
|
|
|
1953
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$288K
|
+$1.89K
|
+7
|
+0.6%
|
|
|
1954
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$287K
|
-$14.3K
|
-53
|
-5%
|
|
|
1955
|
Optima Capital
Beaverton,
Oregon
|
$287K
|
+$43.3K
|
+160
|
+17%
|
|
|
1956
|
Farmers Trust Company
Youngstown,
Ohio
|
$286K
|
–
|
–
|
–
|
|
|
1957
|
Foster Group
West Des Moines,
Iowa
|
$285K
|
+$9.47K
|
+35
|
+3%
|
|
|
1958
|
GHP Investment Advisors
Denver,
Colorado
|
$284K
|
+$11.4K
|
+42
|
+4%
|
|
|
1959
|
Benchmark Financial
Wilmington,
Delaware
|
$283K
|
+$292K
|
+1,080
|
New
|
|
|
1960
|
Cypress Capital Group
Palm Beach,
Florida
|
$282K
|
-$31.7K
|
-117
|
-10%
|
|
|
1961
|
Legacy Trust
Grand Rapids,
Michigan
|
$282K
|
+$20.3K
|
+75
|
+7%
|
|
|
1962
|
|
$280K
|
+$290K
|
+1,070
|
New
|
|
|
1963
|
Boston Family Office
Boston,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
1964
|
Marco Investment Management
Atlanta,
Georgia
|
$279K
|
–
|
–
|
–
|
|
|
1965
|
Advantage Trust Company
Salina,
Kansas
|
$279K
|
–
|
–
|
–
|
|
|
1966
|
SNS Financial Group
Minneapolis,
Minnesota
|
$279K
|
+$288K
|
+1,064
|
New
|
|
|
1967
|
Gallagher Capital Advisors
Argyle,
Texas
|
$279K
|
-$1.79M
|
-6,612
|
-86%
|
|
|
1968
|
Tobias Financial Advisors
Plantation,
Florida
|
$278K
|
+$6.22K
|
+23
|
+2%
|
|
|
1969
|
Womack Financial
Dallas,
Texas
|
$277K
|
–
|
–
|
–
|
|
|
1970
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$275K
|
-$3.79K
|
-14
|
-1%
|
|
|
1971
|
Evelyn Partners Asset Management
London,
|
$274K
|
+$283K
|
+1,047
|
New
|
|
|
1972
|
Steinberganna Wealth Management
Huntington,
New York
|
$274K
|
+$16.5K
|
+61
|
+6%
|
|
|
1973
|
Valley Financial Group
Ambler,
Pennsylvania
|
$274K
|
+$4.33K
|
+16
|
+2%
|
|
|
1974
|
Southern Capital Advisors
Jackson,
Tennessee
|
$274K
|
-$1.89K
|
-7
|
-0.7%
|
|
|
1975
|
Detalus Advisors
St. Louis,
Missouri
|
$272K
|
-$6.22K
|
-23
|
-2%
|
|
