|
1951
|
Townsend Asset Management
Raleigh,
North Carolina
|
$290K
|
+$29.1K
|
+392
|
+11%
|
|
|
1952
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$290K
|
+$18.7K
|
+252
|
+7%
|
|
|
1953
|
American Financial & Tax Strategies
New York
|
$290K
|
-$6.83K
|
-92
|
-2%
|
|
|
1954
|
Auctus Advisors
Charlotte,
North Carolina
|
$289K
|
-$25.6K
|
-344
|
-8%
|
|
|
1955
|
Acima Private Wealth
Richmond,
Virginia
|
$289K
|
–
|
–
|
–
|
|
|
1956
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$289K
|
-$89.2K
|
-1,200
|
-23%
|
|
|
1957
|
Tradition Wealth Management
Edina,
Minnesota
|
$289K
|
+$594
|
+8
|
+0.2%
|
|
|
1958
|
M Wealth Management LLC
San Diego,
California
|
$288K
|
+$892
|
+12
|
+0.3%
|
|
|
1959
|
CIBC World Market
Toronto,
Ontario, Canada
|
$288K
|
+$10.4K
|
+140
|
+0.9%
|
|
|
1960
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$287K
|
-$38.3K
|
-516
|
-11%
|
|
|
1961
|
Cypress Point Wealth Management
Dallas,
Texas
|
$287K
|
–
|
–
|
–
|
|
|
1962
|
Glassman Wealth Services
Vienna,
Virginia
|
$287K
|
+$594
|
+8
|
+0.2%
|
|
|
1963
|
Embree Financial Group
Chicago,
Illinois
|
$287K
|
-$14.6K
|
-196
|
-5%
|
|
|
1964
|
Courage Miller Partners
Norfolk,
Virginia
|
$287K
|
–
|
–
|
–
|
|
|
1965
|
Advocate Investing Services
Woodbine,
Maryland
|
$286K
|
–
|
–
|
–
|
|
|
1966
|
Tortoise Investment Management
White Plains,
New York
|
$284K
|
-$108K
|
-1,456
|
-27%
|
|
|
1967
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$284K
|
+$297
|
+4
|
+0.1%
|
|
|
1968
|
Clarendon Private
Boston,
Massachusetts
|
$284K
|
+$1.19K
|
+16
|
+0.4%
|
|
|
1969
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$283K
|
+$22.3K
|
+300
|
+8%
|
|
|
1970
|
S&T Bank
Indiana,
Pennsylvania
|
$283K
|
-$112K
|
-1,512
|
-28%
|
|
|
1971
|
Integris Wealth Management
Monterey,
California
|
$283K
|
–
|
–
|
–
|
|
|
1972
|
American National Bank & Trust
Wichita Falls,
Texas
|
$283K
|
-$12.8K
|
-172
|
-4%
|
|
|
1973
|
Lawood & Co
Williamsport,
Pennsylvania
|
$282K
|
+$60.9K
|
+820
|
+26%
|
|
|
1974
|
Private Capital Management (Florida)
Naples,
Florida
|
$282K
|
+$892
|
+12
|
+0.3%
|
|
|
1975
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$280K
|
-$10.4K
|
-140
|
-3%
|
|
