|
1951
|
SVA Wealth Management
Madison,
Wisconsin
|
$242K
|
-$91.7K
|
-1,602
|
-30%
|
|
|
1952
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$242K
|
+$218K
|
+3,800
|
New
|
|
|
1953
|
Driehaus Capital Management
Chicago,
Illinois
|
$241K
|
+$215K
|
+3,758
|
New
|
|
|
1954
|
Great Diamond Partners
Portland,
Maine
|
$241K
|
+$216K
|
+3,769
|
New
|
|
|
1955
|
Mason Investment Advisory Services
Reston,
Virginia
|
$240K
|
+$214K
|
+3,744
|
New
|
|
|
1956
|
Trivium Point Advisory
Westport,
Connecticut
|
$240K
|
-$60.1K
|
-1,049
|
-22%
|
|
|
1957
|
BCS Wealth Management
Johnson City,
Tennessee
|
$239K
|
+$213K
|
+3,726
|
New
|
|
|
1958
|
LVW Advisors
Pittsford,
New York
|
$238K
|
+$212K
|
+3,702
|
New
|
|
|
1959
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$238K
|
+$212K
|
+3,706
|
New
|
|
|
1960
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$238K
|
+$34.4K
|
+601
|
+19%
|
|
|
1961
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$237K
|
-$88.3K
|
-1,541
|
-29%
|
|
|
1962
|
Partnervest Advisory Services
Santa Barbara,
California
|
$237K
|
-$17.4K
|
-303
|
-8%
|
|
|
1963
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$237K
|
+$212K
|
+3,693
|
New
|
|
|
1964
|
German American Bancorp
Jasper,
Indiana
|
$237K
|
+$212K
|
+3,698
|
New
|
|
|
1965
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$236K
|
+$210K
|
+3,670
|
New
|
|
|
1966
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$236K
|
+$211K
|
+3,680
|
New
|
|
|
1967
|
Vestor Capital
Chicago,
Illinois
|
$235K
|
+$143K
|
+2,500
|
+216%
|
|
|
1968
|
Ritholtz Wealth Management
New York
|
$235K
|
+$210K
|
+3,663
|
New
|
|
|
1969
|
Parplus Partners
New York
|
$234K
|
+$209K
|
+3,649
|
New
|
|
|
1970
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$232K
|
+$207K
|
+3,607
|
New
|
|
|
1971
|
DF Dent & Co
Baltimore,
Maryland
|
$231K
|
+$206K
|
+3,591
|
New
|
|
|
1972
|
LifePlan Financial Group
Dayton,
Ohio
|
$230K
|
+$2.75K
|
+48
|
+1%
|
|
|
1973
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$230K
|
+$205K
|
+3,586
|
New
|
|
|
1974
|
Perkins Coie Trust Company
Seattle,
Washington
|
$229K
|
+$15.1K
|
+264
|
+8%
|
|
|
1975
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$228K
|
-$22.6K
|
-394
|
-10%
|
|
