|
1951
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$286K
|
+$7.42K
|
+21
|
+2%
|
|
|
1952
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$285K
|
+$7.77K
|
+22
|
+2%
|
|
|
1953
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$283K
|
+$1.77K
|
+5
|
+0.6%
|
|
|
1954
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$282K
|
+$123K
|
+347
|
+62%
|
|
|
1955
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$282K
|
-$70.6K
|
-200
|
-18%
|
|
|
1956
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$282K
|
-$188K
|
-531
|
-37%
|
|
|
1957
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$282K
|
–
|
–
|
–
|
|
|
1958
|
TrueWealth Advisors
Birmingham,
Alabama
|
$282K
|
+$319K
|
+904
|
New
|
|
|
1959
|
Tradewinds LLC
Raleigh,
North Carolina
|
$282K
|
-$8.12K
|
-23
|
-2%
|
|
|
1960
|
BlackDiamond Wealth Management
New York
|
$281K
|
+$44.5K
|
+126
|
+16%
|
|
|
1961
|
Darwin Wealth Management
Tampa,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
1962
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$280K
|
-$13.8K
|
-39
|
-4%
|
|
|
1963
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$279K
|
–
|
–
|
–
|
|
|
1964
|
E.S. Barr & Co
Lexington,
Kentucky
|
$279K
|
–
|
–
|
–
|
|
|
1965
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$277K
|
-$18K
|
-51
|
-5%
|
|
|
1966
|
First County Bank
Stamford,
Connecticut
|
$277K
|
-$42K
|
-119
|
-12%
|
|
|
1967
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$276K
|
-$130K
|
-369
|
-29%
|
|
|
1968
|
Alta Capital Management
Salt Lake City,
Utah
|
$275K
|
-$228K
|
-647
|
-42%
|
|
|
1969
|
Wealthstream Advisors
New York
|
$275K
|
-$2.83K
|
-8
|
-0.9%
|
|
|
1970
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$273K
|
+$23K
|
+65
|
+8%
|
|
|
1971
|
Lee Financial
Dallas,
Texas
|
$273K
|
-$37.1K
|
-105
|
-11%
|
|
|
1972
|
Meag Munich Ergo
Munich,
Germany
|
$273K
|
-$1.23M
|
-3,492
|
-80%
|
|
|
1973
|
MCF Advisors
Covington,
Kentucky
|
$272K
|
-$11.3K
|
-32
|
-4%
|
|
|
1974
|
Cercano Management
Bellevue,
Washington
|
$272K
|
–
|
–
|
–
|
|
|
1975
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$272K
|
-$8.83K
|
-25
|
-3%
|
|
