|
1951
|
Creekside Partners
Petaluma,
California
|
$1.01M
|
+$1.2K
|
+4
|
+0.1%
|
|
|
1952
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.01M
|
-$2.69K
|
-9
|
-0.3%
|
|
|
1953
|
Holistic Planning
Nacogdoches,
Texas
|
$1.01M
|
+$223K
|
+744
|
+28%
|
|
|
1954
|
Investment Advisory Services
The Woodlands,
Texas
|
$1.01M
|
-$18K
|
-60
|
-2%
|
|
|
1955
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$1.01M
|
-$44.9K
|
-150
|
-4%
|
|
|
1956
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$1M
|
+$1.02M
|
+3,413
|
New
|
|
|
1957
|
Legal Advantage Investments
Los Altos Hills,
California
|
$1M
|
–
|
–
|
–
|
|
|
1958
|
James Investment Research
Alpha,
Ohio
|
$1M
|
+$67.7K
|
+226
|
+7%
|
|
|
1959
|
Financial Sense Advisors
San Diego,
California
|
$1M
|
-$898
|
-3
|
-0.1%
|
|
|
1960
|
Thomasville National Bank
Thomasville,
Georgia
|
$1M
|
-$8.69K
|
-29
|
-0.9%
|
|
|
1961
|
Whitney & Co
Rochester,
New York
|
$1,000K
|
-$44.3K
|
-148
|
-4%
|
|
|
1962
|
CWC Advisors
Lake Oswego,
Oregon
|
$999K
|
+$14.7K
|
+49
|
+1%
|
|
|
1963
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$998K
|
+$157K
|
+523
|
+18%
|
|
|
1964
|
Voleon Capital Management
Berkeley,
California
|
$998K
|
-$1.88M
|
-6,281
|
-65%
|
|
|
1965
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$997K
|
+$33.8K
|
+113
|
+3%
|
|
|
1966
|
Manske Wealth Management
Houston,
Texas
|
$996K
|
-$38.3K
|
-128
|
-4%
|
|
|
1967
|
Legacy Trust
Grand Rapids,
Michigan
|
$993K
|
-$16.5K
|
-55
|
-2%
|
|
|
1968
|
Persium Advisors
Atlanta,
Georgia
|
$991K
|
+$29.1K
|
+97
|
+3%
|
|
|
1969
|
Frisch Financial Group
Melville,
New York
|
$991K
|
-$206K
|
-688
|
-17%
|
|
|
1970
|
Seven Mile Advisory
Ewing,
New Jersey
|
$991K
|
+$70.1K
|
+234
|
+8%
|
|
|
1971
|
Tripletail Wealth Management
Orlando,
Florida
|
$985K
|
+$216K
|
+721
|
+28%
|
|
|
1972
|
First Western Trust Bank
Denver,
Colorado
|
$984K
|
+$1.2K
|
+4
|
+0.1%
|
|
|
1973
|
Westfield Capital Management
Boston,
Massachusetts
|
$983K
|
–
|
–
|
–
|
|
|
1974
|
Investment Partners
New Philadelphia,
Ohio
|
$977K
|
+$8.69K
|
+29
|
+0.9%
|
|
|
1975
|
Davidson Trust Company
Seattle,
Washington
|
$977K
|
+$25.5K
|
+85
|
+3%
|
|
