|
1951
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$10.4M
|
+$98.2K
|
+667
|
+0.9%
|
|
|
1952
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$10.4M
|
-$736K
|
-5,000
|
-6%
|
|
|
1953
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$10.4M
|
+$74.9K
|
+509
|
+0.7%
|
|
|
1954
|
Trivium Point Advisory
Westport,
Connecticut
|
$10.4M
|
+$66.3K
|
+450
|
+0.6%
|
|
|
1955
|
American Investment Services
Great Barrington,
Massachusetts
|
$10.4M
|
-$259K
|
-1,762
|
-2%
|
|
|
1956
|
DeDora Capital
Napa,
California
|
$10.4M
|
+$334K
|
+2,266
|
+3%
|
|
|
1957
|
Force Hill Capital Management
New York
|
$10.4M
|
+$10.8M
|
+73,300
|
New
|
|
|
1958
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$10.4M
|
-$252K
|
-1,714
|
-2%
|
|
|
1959
|
Magnus Financial Group
New York
|
$10.3M
|
-$79.8K
|
-542
|
-0.7%
|
|
|
1960
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.3M
|
-$2.08M
|
-14,096
|
-16%
|
|
|
1961
|
Credential Qtrade Securities
Vancouver,
|
$10.3M
|
+$310K
|
+2,109
|
+3%
|
|
|
1962
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$10.3M
|
+$27.5K
|
+187
|
+0.3%
|
|
|
1963
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$10.3M
|
+$1.53M
|
+10,370
|
+17%
|
|
|
1964
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$10.2M
|
+$100K
|
+679
|
+0.9%
|
|
|
1965
|
High Note Wealth
Deephaven,
Minnesota
|
$10.2M
|
+$119K
|
+809
|
+1%
|
|
|
1966
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$10.2M
|
-$183K
|
-1,241
|
-2%
|
|
|
1967
|
Miramar Capital
Northbrook,
Illinois
|
$10.2M
|
+$251K
|
+1,705
|
+2%
|
|
|
1968
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$10.2M
|
-$21.9K
|
-149
|
-0.2%
|
|
|
1969
|
ALPS Advisors
Denver,
Colorado
|
$10.2M
|
-$427K
|
-2,901
|
-4%
|
|
|
1970
|
Gables Capital Management
Miami,
Florida
|
$10.2M
|
-$141K
|
-955
|
-1%
|
|
|
1971
|
Founders Financial Securities
Towson,
Maryland
|
$10.2M
|
+$116K
|
+785
|
+1%
|
|
|
1972
|
Capital Insight Partners
Scottsdale,
Arizona
|
$10.2M
|
-$179K
|
-1,213
|
-2%
|
|
|
1973
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$10.1M
|
+$15.9K
|
+108
|
+0.2%
|
|
|
1974
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$10.1M
|
-$352K
|
-2,394
|
-3%
|
|
|
1975
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$10.1M
|
-$100K
|
-680
|
-0.9%
|
|
