|
1951
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$132K
|
+$50.1K
|
+244
|
+55%
|
|
|
1952
|
Trivant Custom Portfolio Group
San Diego,
California
|
$128K
|
–
|
–
|
–
|
|
|
1953
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$124K
|
–
|
–
|
–
|
|
|
1954
|
Private Wealth Management Group
Princeton,
New Jersey
|
$124K
|
-$10.5K
|
-51
|
-7%
|
|
|
1955
|
EntryPoint Capital
New York
|
$123K
|
+$85.3K
|
+415
|
+186%
|
|
|
1956
|
Chilton Capital Management
Houston,
Texas
|
$122K
|
–
|
–
|
–
|
|
|
1957
|
Pineridge Advisors
St. Charles,
Missouri
|
$122K
|
-$166K
|
-806
|
-56%
|
|
|
1958
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$119K
|
-$25.3K
|
-123
|
-17%
|
|
|
1959
|
FSA Wealth Management
Needham,
Massachusetts
|
$118K
|
–
|
–
|
–
|
|
|
1960
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$117K
|
-$804K
|
-3,911
|
-87%
|
|
|
1961
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$117K
|
-$72.7K
|
-354
|
-37%
|
|
|
1962
|
Close Asset Management
London,
United Kingdom
|
$116K
|
-$39.9K
|
-194
|
-24%
|
|
|
1963
|
Hilltop National Bank
Casper,
Wyoming
|
$116K
|
+$123K
|
+601
|
New
|
|
|
1964
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$116K
|
+$123K
|
+600
|
New
|
|
|
1965
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$114K
|
+$4.11K
|
+20
|
+4%
|
|
|
1966
|
Resources Management Corp
West Hartford,
Connecticut
|
$114K
|
-$38K
|
-185
|
-24%
|
|
|
1967
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$112K
|
–
|
–
|
–
|
|
|
1968
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$112K
|
–
|
–
|
–
|
|
|
1969
|
Pacific Capital Wealth Advisors
Corona,
California
|
$112K
|
+$3.9K
|
+19
|
+3%
|
|
|
1970
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$111K
|
–
|
–
|
–
|
|
|
1971
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$110K
|
–
|
–
|
–
|
|
|
1972
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$108K
|
–
|
–
|
–
|
|
|
1973
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$106K
|
–
|
–
|
–
|
|
|
1974
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$104K
|
–
|
–
|
–
|
|
|
1975
|
Eagle Bay Advisors
New York
|
$103K
|
-$23.8K
|
-116
|
-18%
|
|
