|
1951
|
NIA Impact Advisors
Berkeley,
California
|
$208K
|
+$184K
|
+1,527
|
New
|
|
|
1952
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$207K
|
+$121
|
+1
|
+0.1%
|
|
|
1953
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$207K
|
+$2.89K
|
+24
|
+2%
|
|
|
1954
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$206K
|
+$183K
|
+1,516
|
New
|
|
|
1955
|
PFG Advisors
Phoenix,
Arizona
|
$206K
|
+$183K
|
+1,514
|
New
|
|
|
1956
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$205K
|
+$182K
|
+1,511
|
New
|
|
|
1957
|
Investment Advisory Services
The Woodlands,
Texas
|
$205K
|
+$182K
|
+1,507
|
New
|
|
|
1958
|
Charles Schwab Trust
Henderson,
Nevada
|
$205K
|
+$182K
|
+1,505
|
New
|
|
|
1959
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$204K
|
–
|
–
|
–
|
|
|
1960
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$204K
|
+$181K
|
+1,500
|
New
|
|
|
1961
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$204K
|
+$181K
|
+1,500
|
New
|
|
|
1962
|
Black Swift Group
Boulder,
Colorado
|
$204K
|
+$181K
|
+1,500
|
New
|
|
|
1963
|
Cladis Investment Advisory
Billings,
Montana
|
$204K
|
+$181K
|
+1,500
|
New
|
|
|
1964
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$204K
|
+$181K
|
+1,500
|
New
|
|
|
1965
|
Greatmark Investment Partners
Columbus,
Georgia
|
$204K
|
+$181K
|
+1,500
|
New
|
|
|
1966
|
Harvey Capital Management
Palm Beach,
Florida
|
$204K
|
+$181K
|
+1,500
|
New
|
|
|
1967
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$204K
|
+$181K
|
+1,500
|
New
|
|
|
1968
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$204K
|
+$181K
|
+1,500
|
New
|
|
|
1969
|
Harrell Investment Partners
Austin,
Texas
|
$203K
|
+$180K
|
+1,496
|
New
|
|
|
1970
|
Alerus Financial
Grand Forks,
North Dakota
|
$203K
|
+$180K
|
+1,494
|
New
|
|
|
1971
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$203K
|
+$180K
|
+1,494
|
New
|
|
|
1972
|
Cross Staff Investments
Pittsford,
New York
|
$203K
|
+$180K
|
+1,492
|
New
|
|
|
1973
|
Sterling Group Wealth Management
Pasadena,
California
|
$203K
|
+$180K
|
+1,492
|
New
|
|
|
1974
|
Cypress Wealth Services
Palm Desert,
California
|
$203K
|
+$180K
|
+1,492
|
New
|
|
|
1975
|
Net Worth Advisory Group
Sandy,
Utah
|
$203K
|
-$677K
|
-5,610
|
-79%
|
|
