|
1951
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$12.6M
|
+$2.57K
|
+14
|
+0%
|
|
|
1952
|
Frank Rimerman Advisors
Palo Alto,
California
|
$12.6M
|
+$9.17K
|
+50
|
+0.1%
|
|
|
1953
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$12.6M
|
+$91.7K
|
+500
|
+0.7%
|
|
|
1954
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$12.6M
|
+$1.31M
|
+7,164
|
+11%
|
|
|
1955
|
First National Advisers
Omaha,
Nebraska
|
$12.5M
|
+$5.42M
|
+29,577
|
+68%
|
|
|
1956
|
Kercheville Advisors
San Antonio,
Texas
|
$12.5M
|
-$2.92M
|
-15,903
|
-18%
|
|
|
1957
|
Lee Financial
Dallas,
Texas
|
$12.5M
|
+$284K
|
+1,551
|
+2%
|
|
|
1958
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$12.5M
|
-$69K
|
-376
|
-0.5%
|
|
|
1959
|
New Capital Management
Houston,
Texas
|
$12.5M
|
+$13.4M
|
+73,013
|
New
|
|
|
1960
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.5M
|
-$1.03M
|
-5,626
|
-7%
|
|
|
1961
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12.5M
|
-$4.58K
|
-25
|
-0%
|
|
|
1962
|
Professional Advisory Services
Vero Beach,
Florida
|
$12.5M
|
-$29.7K
|
-162
|
-0.2%
|
|
|
1963
|
Morton Capital Management
Calabasas,
California
|
$12.4M
|
-$284K
|
-1,547
|
-2%
|
|
|
1964
|
Tortoise Investment Management
White Plains,
New York
|
$12.4M
|
+$38.3K
|
+209
|
+0.3%
|
|
|
1965
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$12.4M
|
-$30.6K
|
-167
|
-0.2%
|
|
|
1966
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$12.4M
|
-$14.8M
|
-80,510
|
-53%
|
|
|
1967
|
Alapocas Investment Partners
Beverly,
Massachusetts
|
$12.4M
|
+$102K
|
+557
|
+0.8%
|
|
|
1968
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$12.4M
|
-$149K
|
-812
|
-1%
|
|
|
1969
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$12.4M
|
+$2.46M
|
+13,390
|
+23%
|
|
|
1970
|
Trivium Point Advisory
Westport,
Connecticut
|
$12.4M
|
-$1.47K
|
-8
|
-0%
|
|
|
1971
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$12.4M
|
-$40K
|
-218
|
-0.3%
|
|
|
1972
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$12.4M
|
-$283K
|
-1,541
|
-2%
|
|
|
1973
|
Trivant Custom Portfolio Group
San Diego,
California
|
$12.4M
|
+$74.3K
|
+405
|
+0.6%
|
|
|
1974
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$12.3M
|
-$759K
|
-4,141
|
-5%
|
|
|
1975
|
Moser Wealth Advisors
Bellevue,
Washington
|
$12.3M
|
-$149K
|
-810
|
-1%
|
|
