|
1951
|
Opal Wealth Advisors
Jericho,
New York
|
$1.13M
|
+$609K
|
+1,914
|
+119%
|
|
|
1952
|
Collective Family Office
York,
Pennsylvania
|
$1.12M
|
–
|
–
|
–
|
|
|
1953
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.12M
|
-$101K
|
-319
|
-8%
|
|
|
1954
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.12M
|
-$30.5K
|
-96
|
-3%
|
|
|
1955
|
Madden Securities
Dallas,
Texas
|
$1.12M
|
–
|
–
|
–
|
|
|
1956
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$1.12M
|
–
|
–
|
–
|
|
|
1957
|
FLC Capital Advisors
Palm Desert,
California
|
$1.11M
|
+$32.1K
|
+101
|
+3%
|
|
|
1958
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.1M
|
+$23.9K
|
+75
|
+2%
|
|
|
1959
|
Harvest Fund Management
Beijing,
China
|
$1.1M
|
+$210K
|
+661
|
+24%
|
|
|
1960
|
Patten Group
Chattanooga,
Tennessee
|
$1.09M
|
+$2.54K
|
+8
|
+0.2%
|
|
|
1961
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1.09M
|
+$582K
|
+1,829
|
+114%
|
|
|
1962
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$1.09M
|
-$33.1K
|
-104
|
-3%
|
|
|
1963
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.09M
|
-$14.6K
|
-46
|
-1%
|
|
|
1964
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.09M
|
+$160K
|
+504
|
+17%
|
|
|
1965
|
Edgestream Partners
Princeton,
New Jersey
|
$1.09M
|
-$611K
|
-1,920
|
-36%
|
|
|
1966
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$1.09M
|
+$1.27K
|
+4
|
+0.1%
|
|
|
1967
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.09M
|
-$14.3K
|
-45
|
-1%
|
|
|
1968
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$1.09M
|
+$23.9K
|
+75
|
+2%
|
|
|
1969
|
Dock Street Asset Management
Palm Beach,
Florida
|
$1.09M
|
-$4.13K
|
-13
|
-0.4%
|
|
|
1970
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.08M
|
-$47.7K
|
-150
|
-4%
|
|
|
1971
|
Cardan Capital Partners
Denver,
Colorado
|
$1.08M
|
+$19.7K
|
+62
|
+2%
|
|
|
1972
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$1.08M
|
-$68.4K
|
-215
|
-6%
|
|
|
1973
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.08M
|
+$318
|
+1
|
+0%
|
|
|
1974
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.08M
|
+$6.68K
|
+21
|
+0.6%
|
|
|
1975
|
Financial Engines Advisors
Santa Clara,
California
|
$1.08M
|
-$188K
|
-592
|
-15%
|
|
