|
1951
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
17,9 Mio. $
|
+7,31 Mio. $
|
+35.557
|
+66 %
|
|
|
1952
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
17,9 Mio. $
|
+1,56 Mio. $
|
+7.600
|
+9 %
|
|
|
1953
|
McBroom & Associates
Las Vegas,
Nevada
|
17,9 Mio. $
|
-293.194 $
|
-1.426
|
-2 %
|
|
|
1954
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
17,9 Mio. $
|
+307.997 $
|
+1.498
|
+2 %
|
|
|
1955
|
Blodgett Wealth Advisors
Concord,
California
|
17,9 Mio. $
|
+76.074 $
|
+370
|
+0,4 %
|
|
|
1956
|
Titan Investment Management
Indianapolis,
Indiana
|
17,9 Mio. $
|
+3.290 $
|
+16
|
+0 %
|
|
|
1957
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
17,9 Mio. $
|
+18,4 Mio. $
|
+89.310
|
Neu
|
|
|
1958
|
Mattson Financial Services
Kentwood,
Michigan
|
17,9 Mio. $
|
+3,49 Mio. $
|
+16.981
|
+25 %
|
|
|
1959
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
17,8 Mio. $
|
+4,67 Mio. $
|
+22.700
|
+34 %
|
|
|
1960
|
Westwind Capital
Las Cruces,
New Mexico
|
17,8 Mio. $
|
-2,28 Mio. $
|
-11.085
|
-11 %
|
|
|
1961
|
LVM Capital Management
Portage,
Michigan
|
17,8 Mio. $
|
+44.205 $
|
+215
|
+0,2 %
|
|
|
1962
|
Seven Mile Advisory
Ewing,
New Jersey
|
17,8 Mio. $
|
-1,01 Mio. $
|
-4.895
|
-5 %
|
|
|
1963
|
FSM Wealth Advisors
Cleveland,
Ohio
|
17,8 Mio. $
|
+1,86 Mio. $
|
+9.031
|
+11 %
|
|
|
1964
|
Liberty Wealth Management
Oakland,
California
|
17,7 Mio. $
|
–
|
–
|
–
|
|
|
1965
|
Avantax Planning Partners
Dubuque,
Iowa
|
17,7 Mio. $
|
-898.291 $
|
-4.369
|
-5 %
|
|
|
1966
|
Oxford Financial Group
Carmel,
Indiana
|
17,6 Mio. $
|
-5,58 Mio. $
|
-27.153
|
-24 %
|
|
|
1967
|
Cercano Management
Bellevue,
Washington
|
17,6 Mio. $
|
-110 Mio. $
|
-535.855
|
-86 %
|
|
|
1968
|
|
17,5 Mio. $
|
+10,8 Mio. $
|
+52.311
|
+148 %
|
|
|
1969
|
KP Management
Edina,
Minnesota
|
17,5 Mio. $
|
-1,03 Mio. $
|
-5.000
|
-5 %
|
|
|
1970
|
Long Walk Management
Greenwich,
Connecticut
|
17,5 Mio. $
|
+18 Mio. $
|
+87.500
|
Neu
|
|
|
1971
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
17,5 Mio. $
|
+4,34 Mio. $
|
+21.129
|
+32 %
|
|
|
1972
|
Meridian Wealth Advisors
Austin,
Texas
|
17,5 Mio. $
|
+628.742 $
|
+3.058
|
+4 %
|
|
|
1973
|
Riggs Asset Management
Dallas,
Pennsylvania
|
17,4 Mio. $
|
-123.980 $
|
-603
|
-0,7 %
|
|
|
1974
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
17,4 Mio. $
|
+884.104 $
|
+4.300
|
+5 %
|
|
|
1975
|
EPG Wealth Management
Atlanta,
Georgia
|
17,4 Mio. $
|
-164.896 $
|
-802
|
-0,9 %
|
|
