|
1951
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$8.63M
|
+$9.22K
|
+44
|
+0.1%
|
|
|
1952
|
KP Management
Edina,
Minnesota
|
$8.63M
|
–
|
–
|
–
|
|
|
1953
|
L2 Asset Management
Wayland,
Massachusetts
|
$8.63M
|
+$231K
|
+1,102
|
+3%
|
|
|
1954
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$8.61M
|
+$243K
|
+1,159
|
+3%
|
|
|
1955
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$8.61M
|
-$4.19K
|
-20
|
-0.1%
|
|
|
1956
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$8.6M
|
+$27.9K
|
+133
|
+0.4%
|
|
|
1957
|
180 Wealth Advisors
Federal Way,
Washington
|
$8.59M
|
-$165K
|
-789
|
-2%
|
|
|
1958
|
Granite Investment Partners
El Segundo,
California
|
$8.59M
|
-$794K
|
-3,789
|
-10%
|
|
|
1959
|
RB Capital Management
Reno,
Nevada
|
$8.59M
|
+$121K
|
+577
|
+2%
|
|
|
1960
|
Cox Capital Management
Andover,
Massachusetts
|
$8.59M
|
-$23.5K
|
-112
|
-0.3%
|
|
|
1961
|
Rational Advisors
Huntington,
New York
|
$8.58M
|
+$5.65M
|
+26,976
|
+324%
|
|
|
1962
|
Altman Advisors
Chicago,
Illinois
|
$8.57M
|
-$119K
|
-569
|
-2%
|
|
|
1963
|
Texas Bank & Trust
Longview,
Texas
|
$8.57M
|
+$3.98K
|
+19
|
+0.1%
|
|
|
1964
|
Hudson Canyon Capital Management
New York
|
$8.57M
|
-$308K
|
-1,470
|
-5%
|
|
|
1965
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.52M
|
+$756K
|
+3,609
|
+11%
|
|
|
1966
|
Evermay Wealth Management
Arlington,
Virginia
|
$8.5M
|
-$189K
|
-902
|
-3%
|
|
|
1967
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$8.49M
|
-$246K
|
-1,176
|
-3%
|
|
|
1968
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$8.46M
|
+$524K
|
+2,504
|
+9%
|
|
|
1969
|
Oak Family Advisors
Chicago,
Illinois
|
$8.46M
|
-$2.85M
|
-13,622
|
-28%
|
|
|
1970
|
Citizens Business Bank
Ontario,
California
|
$8.46M
|
+$585K
|
+2,792
|
+9%
|
|
|
1971
|
Fiduciary Family Office
Boca Raton,
Florida
|
$8.45M
|
-$14.5K
|
-69
|
-0.2%
|
|
|
1972
|
SWS Partners
Columbus,
Ohio
|
$8.44M
|
+$1.17M
|
+5,596
|
+19%
|
|
|
1973
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$8.44M
|
-$531K
|
-2,534
|
-7%
|
|
|
1974
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$8.44M
|
+$6.85M
|
+32,694
|
+1,623%
|
|
|
1975
|
Koshinski Asset Management
Decatur,
Illinois
|
$8.43M
|
+$267K
|
+1,276
|
+4%
|
|
