|
1951
|
Morangie Management
Vero Beach,
Florida
|
$5.95M
|
+$278K
|
+897
|
+5%
|
|
|
1952
|
Highline Wealth Partners
Sherman Oaks,
California
|
$5.95M
|
+$1.23M
|
+3,958
|
+27%
|
|
|
1953
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$5.95M
|
-$728K
|
-2,350
|
-11%
|
|
|
1954
|
Leisure Capital Management
Costa Mesa,
California
|
$5.95M
|
-$2.17K
|
-7
|
-0%
|
|
|
1955
|
Aljian Capital Management
Carson City,
Nevada
|
$5.94M
|
-$60.4K
|
-195
|
-1%
|
|
|
1956
|
180 Wealth Advisors
Federal Way,
Washington
|
$5.94M
|
+$67.8K
|
+219
|
+1%
|
|
|
1957
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$5.93M
|
-$2.12M
|
-6,849
|
-27%
|
|
|
1958
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$5.92M
|
+$1.07M
|
+3,448
|
+23%
|
|
|
1959
|
Evermay Wealth Management
Arlington,
Virginia
|
$5.91M
|
-$130K
|
-419
|
-2%
|
|
|
1960
|
Moseley Investment Management
Bradenton,
Florida
|
$5.91M
|
-$341K
|
-1,103
|
-6%
|
|
|
1961
|
James J. Burns & Company
Melville,
New York
|
$5.9M
|
-$16.4K
|
-53
|
-0.3%
|
|
|
1962
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$5.9M
|
+$223K
|
+720
|
+4%
|
|
|
1963
|
Clarius Group LLC
Seattle,
Washington
|
$5.9M
|
+$119K
|
+384
|
+2%
|
|
|
1964
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$5.89M
|
-$176K
|
-570
|
-3%
|
|
|
1965
|
Weaver Capital Management
Suwanee,
Georgia
|
$5.88M
|
+$221K
|
+715
|
+4%
|
|
|
1966
|
Northcape Wealth Management
Williamsville,
New York
|
$5.88M
|
-$244K
|
-788
|
-4%
|
|
|
1967
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$5.86M
|
+$176K
|
+567
|
+3%
|
|
|
1968
|
Forza Wealth Management
Sarasota,
Florida
|
$5.86M
|
+$50.5K
|
+163
|
+0.9%
|
|
|
1969
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$5.86M
|
-$127K
|
-410
|
-2%
|
|
|
1970
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$5.85M
|
-$6.5K
|
-21
|
-0.1%
|
|
|
1971
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$5.85M
|
+$193K
|
+623
|
+4%
|
|
|
1972
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
|
$5.83M
|
+$4.25M
|
+13,733
|
+315%
|
|
|
1973
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$5.83M
|
+$66.6K
|
+215
|
+1%
|
|
|
1974
|
Voya Financial Advisors
Windsor,
Connecticut
|
$5.82M
|
-$138K
|
-447
|
-2%
|
|
|
1975
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$5.82M
|
+$196K
|
+633
|
+4%
|
|
