|
1951
|
Bray Capital Advisors
Naples,
Florida
|
$5.55M
|
-$139K
|
-2,164
|
-3%
|
|
|
1952
|
Highlander Capital Management
Short Hills,
New Jersey
|
$5.51M
|
–
|
–
|
–
|
|
|
1953
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
$5.48M
|
-$930K
|
-14,460
|
-16%
|
|
|
1954
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.47M
|
-$90.6K
|
-1,408
|
-2%
|
|
|
1955
|
WealthBridge Capital Management
Westerville,
Ohio
|
$5.47M
|
+$181K
|
+2,812
|
+4%
|
|
|
1956
|
Icon Advisers
Greenwood Village,
Colorado
|
$5.47M
|
–
|
–
|
–
|
|
|
1957
|
Hudson Capital Management
Ramsey,
New Jersey
|
$5.47M
|
-$566K
|
-8,792
|
-11%
|
|
|
1958
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$5.47M
|
-$2.74M
|
-42,544
|
-36%
|
|
|
1959
|
Nelson Capital Management
Menlo Park,
California
|
$5.46M
|
-$58.9K
|
-916
|
-1%
|
|
|
1960
|
Affinity Capital Advisors
Berkeley,
California
|
$5.46M
|
+$4.79M
|
+74,420
|
New
|
|
|
1961
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$5.46M
|
+$4.37M
|
+67,920
|
New
|
|
|
1962
|
Chesapeake Asset Management
New York
|
$5.44M
|
–
|
–
|
–
|
|
|
1963
|
Acropolis Investment Management
St. Louis,
Missouri
|
$5.44M
|
+$121K
|
+1,884
|
+3%
|
|
|
1964
|
EPG Wealth Management
Atlanta,
Georgia
|
$5.44M
|
+$4.77M
|
+74,148
|
New
|
|
|
1965
|
Platform Technology Partners
New York
|
$5.43M
|
+$4.76M
|
+74,020
|
New
|
|
|
1966
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$5.43M
|
-$856K
|
-13,300
|
-15%
|
|
|
1967
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$5.43M
|
+$73.3K
|
+1,140
|
+2%
|
|
|
1968
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$5.43M
|
+$75.4K
|
+1,172
|
+2%
|
|
|
1969
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.42M
|
+$1.45M
|
+22,500
|
+44%
|
|
|
1970
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.42M
|
-$376K
|
-5,852
|
-7%
|
|
|
1971
|
Financial Advisory Group
Houston,
Texas
|
$5.41M
|
-$11.8K
|
-184
|
-0.2%
|
|
|
1972
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$5.41M
|
+$370K
|
+5,756
|
+8%
|
|
|
1973
|
|
$5.41M
|
-$1.32M
|
-20,568
|
-22%
|
|
|
1974
|
Searle & Co
Greenwich,
Connecticut
|
$5.41M
|
+$12.9K
|
+200
|
+0.3%
|
|
|
1975
|
Physician Wealth Advisors
Midvale,
Utah
|
$5.41M
|
+$1.29M
|
+20,108
|
+42%
|
|
