|
1951
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
$239K
|
+$226K
|
+891
|
New
|
|
|
1952
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$239K
|
-$19.8K
|
-78
|
-8%
|
|
|
1953
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
1954
|
MGB Wealth Management
Addison,
Texas
|
$236K
|
+$508
|
+2
|
+0.2%
|
|
|
1955
|
Munich Reinsurance
Munich,
|
$236K
|
–
|
–
|
–
|
|
|
1956
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$236K
|
+$8.89K
|
+35
|
+4%
|
|
|
1957
|
Cora Capital Advisors
Marlton,
New Jersey
|
$235K
|
+$508
|
+2
|
+0.2%
|
|
|
1958
|
City Holding Co
Charleston,
West Virginia
|
$235K
|
-$1.66M
|
-6,542
|
-88%
|
|
|
1959
|
Meridian Wealth Management
Lexington,
Kentucky
|
$235K
|
-$233K
|
-916
|
-51%
|
|
|
1960
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$234K
|
-$25.2K
|
-99
|
-10%
|
|
|
1961
|
Cercano Management
Bellevue,
Washington
|
$234K
|
–
|
–
|
–
|
|
|
1962
|
DV Equities
Chicago,
Illinois
|
$233K
|
+$221K
|
+869
|
New
|
|
|
1963
|
Stablepoint Partners
Braintree,
Massachusetts
|
$233K
|
+$5.08K
|
+20
|
+2%
|
|
|
1964
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$233K
|
+$5.08K
|
+20
|
+2%
|
|
|
1965
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$233K
|
+$176K
|
+694
|
+401%
|
|
|
1966
|
Omnitrust Wealth Management
Jacksonville,
Florida
|
$232K
|
+$220K
|
+864
|
New
|
|
|
1967
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$232K
|
-$41.2K
|
-162
|
-16%
|
|
|
1968
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$232K
|
+$219K
|
+863
|
New
|
|
|
1969
|
a16z Perennial Management
Menlo Park,
California
|
$231K
|
-$16K
|
-63
|
-7%
|
|
|
1970
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$231K
|
-$2.54K
|
-10
|
-1%
|
|
|
1971
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$231K
|
+$218K
|
+860
|
New
|
|
|
1972
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$230K
|
+$218K
|
+859
|
New
|
|
|
1973
|
Grandfield & Dodd
New York
|
$230K
|
–
|
–
|
–
|
|
|
1974
|
Rakuten Securities
Tokyo,
Japan
|
$229K
|
-$515K
|
-2,026
|
-70%
|
|
|
1975
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$229K
|
-$7.11K
|
-28
|
-3%
|
|
