|
1951
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$596K
|
+$74.9K
|
+1,660
|
+12%
|
|
|
1952
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$595K
|
-$2.39K
|
-53
|
-0.4%
|
|
|
1953
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$594K
|
-$106K
|
-2,346
|
-14%
|
|
|
1954
|
Terra Nova Asset Management
New York
|
$594K
|
+$90
|
+2
|
+0%
|
|
|
1955
|
AllSquare Wealth Management
Albany,
New York
|
$594K
|
+$90.2K
|
+2,000
|
+16%
|
|
|
1956
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$592K
|
-$7.45K
|
-165
|
-1%
|
|
|
1957
|
Defined Wealth Management
Beaverton,
Oregon
|
$592K
|
+$18K
|
+400
|
+3%
|
|
|
1958
|
IAM Advisory
Easton,
Pennsylvania
|
$592K
|
+$648K
|
+14,356
|
New
|
|
|
1959
|
Kercheville Advisors
San Antonio,
Texas
|
$591K
|
+$53.2K
|
+1,180
|
+9%
|
|
|
1960
|
VELA Investment Management
New Albany,
Ohio
|
$590K
|
-$42.8K
|
-948
|
-6%
|
|
|
1961
|
Spreng Capital Management
Bucyrus,
Ohio
|
$588K
|
-$89.8K
|
-1,991
|
-12%
|
|
|
1962
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$588K
|
+$4.47K
|
+99
|
+0.7%
|
|
|
1963
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$587K
|
–
|
–
|
–
|
|
|
1964
|
CVA Family Office
Denver,
Colorado
|
$587K
|
+$16.7K
|
+370
|
+3%
|
|
|
1965
|
First Western Trust Bank
Denver,
Colorado
|
$586K
|
+$615K
|
+13,629
|
New
|
|
|
1966
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$584K
|
+$33.8K
|
+750
|
+6%
|
|
|
1967
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$583K
|
+$3.7K
|
+82
|
+0.6%
|
|
|
1968
|
Aviance Capital Partners
Naples,
Florida
|
$582K
|
-$20.1K
|
-446
|
-3%
|
|
|
1969
|
West Bancorporation
West Des Moines,
Iowa
|
$581K
|
+$12.3K
|
+272
|
+2%
|
|
|
1970
|
E Fund Management
Guangzhou,
China
|
$579K
|
-$84.4K
|
-1,870
|
-12%
|
|
|
1971
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$579K
|
–
|
–
|
–
|
|
|
1972
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$577K
|
-$69.5K
|
-1,541
|
-10%
|
|
|
1973
|
|
$577K
|
+$45
|
+1
|
+0%
|
|
|
1974
|
Cavalier Investments
Alpharetta,
Georgia
|
$577K
|
+$46.3K
|
+1,027
|
+8%
|
|
|
1975
|
|
$577K
|
+$70.9K
|
+1,571
|
+13%
|
|
