|
1951
|
NorthRock Partners
Minneapolis,
Minnesota
|
$201K
|
-$153K
|
-671
|
-44%
|
|
|
1952
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$201K
|
+$194K
|
+851
|
New
|
|
|
1953
|
Arabesque Asset Management
London,
United Kingdom
|
$201K
|
+$195K
|
+853
|
New
|
|
|
1954
|
Vicus Capital
State College,
Pennsylvania
|
$201K
|
+$195K
|
+853
|
New
|
|
|
1955
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$200K
|
-$6.84K
|
-30
|
-3%
|
|
|
1956
|
Summitry LLC
Foster City,
California
|
$200K
|
+$194K
|
+850
|
New
|
|
|
1957
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$198K
|
+$6.16K
|
+27
|
+3%
|
|
|
1958
|
Paloma Partners
Greenwich,
Connecticut
|
$195K
|
-$1.58M
|
-6,926
|
-89%
|
|
|
1959
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$194K
|
-$88.8K
|
-389
|
-32%
|
|
|
1960
|
Old North State Trust
Greensboro,
North Carolina
|
$185K
|
+$179K
|
+786
|
New
|
|
|
1961
|
RBC Europe
London,
United Kingdom
|
$184K
|
+$64.1K
|
+281
|
+56%
|
|
|
1962
|
Financial Management Professionals
Austin,
Texas
|
$181K
|
+$167K
|
+731
|
+2,089%
|
|
|
1963
|
Hills Bank & Trust
North Liberty,
Iowa
|
$178K
|
+$172K
|
+754
|
New
|
|
|
1964
|
Atlas Private Wealth Management
Albany,
New York
|
$175K
|
–
|
–
|
–
|
|
|
1965
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$175K
|
+$3.88K
|
+17
|
+2%
|
|
|
1966
|
Simplex Trading
Chicago,
Illinois
|
$174K
|
-$4.83M
|
-21,172
|
-97%
|
|
|
1967
|
Country Trust Bank
Bloomington,
Illinois
|
$170K
|
–
|
–
|
–
|
|
|
1968
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$168K
|
+$163K
|
+714
|
New
|
|
|
1969
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$159K
|
+$10.7K
|
+47
|
+7%
|
|
|
1970
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$155K
|
+$1.82K
|
+8
|
+1%
|
|
|
1971
|
Pacifica Partners
Surrey,
Canada
|
$154K
|
-$2.97K
|
-13
|
-2%
|
|
|
1972
|
First National Bank of South Miami
South Miami,
Florida
|
$151K
|
+$1.6K
|
+7
|
+1%
|
|
|
1973
|
AllSquare Wealth Management
Albany,
New York
|
$147K
|
-$4.56K
|
-20
|
-3%
|
|
|
1974
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$142K
|
+$7.99K
|
+35
|
+6%
|
|
|
1975
|
First Personal Financial Services
Charlotte,
North Carolina
|
$141K
|
-$4.56K
|
-20
|
-3%
|
|
