|
1951
|
Highland Private Wealth Management
Bellevue,
Washington
|
$354K
|
-$5.69K
|
-31
|
-2%
|
|
|
1952
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$354K
|
+$5.87K
|
+32
|
+2%
|
|
|
1953
|
Slow Capital
Greenbrae,
California
|
$353K
|
+$337K
|
+1,837
|
New
|
|
|
1954
|
Perritt Capital Management
Chicago,
Illinois
|
$352K
|
-$2.02K
|
-11
|
-0.6%
|
|
|
1955
|
Wealthquest
Cincinnati,
Ohio
|
$350K
|
+$8.62K
|
+47
|
+3%
|
|
|
1956
|
Global Endowment Management
Charlotte,
North Carolina
|
$349K
|
–
|
–
|
–
|
|
|
1957
|
Planning Directions
Glen Mills,
Pennsylvania
|
$349K
|
+$20K
|
+109
|
+6%
|
|
|
1958
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$347K
|
–
|
–
|
–
|
|
|
1959
|
Twin Tree Management
Dallas,
Texas
|
$346K
|
-$553K
|
-3,013
|
-63%
|
|
|
1960
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$346K
|
+$1.47K
|
+8
|
+0.4%
|
|
|
1961
|
Professional Advisory Services
Vero Beach,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
1962
|
Cerebellum
San Francisco,
California
|
$345K
|
+$51K
|
+278
|
+18%
|
|
|
1963
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$344K
|
+$11.6K
|
+63
|
+4%
|
|
|
1964
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$342K
|
-$648K
|
-3,532
|
-66%
|
|
|
1965
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$341K
|
+$19.8K
|
+108
|
+6%
|
|
|
1966
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$341K
|
+$110K
|
+601
|
+51%
|
|
|
1967
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$340K
|
-$183
|
-1
|
-0.1%
|
|
|
1968
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$338K
|
+$28.8K
|
+157
|
+10%
|
|
|
1969
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$337K
|
-$3.85K
|
-21
|
-1%
|
|
|
1970
|
Epstein & White Financial
San Diego,
California
|
$336K
|
-$47.3K
|
-258
|
-13%
|
|
|
1971
|
Emerald Advisers
Leola,
Pennsylvania
|
$336K
|
–
|
–
|
–
|
|
|
1972
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$336K
|
–
|
–
|
–
|
|
|
1973
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$336K
|
+$25.9K
|
+141
|
+9%
|
|
|
1974
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$335K
|
+$321K
|
+1,748
|
New
|
|
|
1975
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$333K
|
–
|
–
|
–
|
|
