|
1951
|
PKS Advisory Services
Albany,
New York
|
$358K
|
+$379K
|
+1,540
|
New
|
|
|
1952
|
Pursue Wealth Partners
Clayton,
California
|
$357K
|
–
|
–
|
–
|
|
|
1953
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$357K
|
+$37.9K
|
+154
|
+11%
|
|
|
1954
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$356K
|
-$320K
|
-1,300
|
-46%
|
|
|
1955
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$356K
|
-$30.8K
|
-125
|
-8%
|
|
|
1956
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$355K
|
+$45.8K
|
+186
|
+13%
|
|
|
1957
|
Gitterman Wealth Management
Edison,
New Jersey
|
$355K
|
+$374K
|
+1,521
|
New
|
|
|
1958
|
Ignite Planners
San Clemente,
California
|
$354K
|
+$7.63K
|
+31
|
+2%
|
|
|
1959
|
CM Wealth Advisors
Beachwood,
Ohio
|
$353K
|
–
|
–
|
–
|
|
|
1960
|
DDD Partners
Bellevue,
Washington
|
$353K
|
+$1.48K
|
+6
|
+0.4%
|
|
|
1961
|
Clearstead Trust
Portland,
Maine
|
$353K
|
+$2.71K
|
+11
|
+0.7%
|
|
|
1962
|
OneFund LLC
Saint Petersburg,
Florida
|
$353K
|
+$492
|
+2
|
+0.1%
|
|
|
1963
|
Bay Rivers Group
Williamsburg,
Virginia
|
$353K
|
–
|
–
|
–
|
|
|
1964
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$352K
|
-$9.84K
|
-40
|
-3%
|
|
|
1965
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$352K
|
-$13K
|
-53
|
-3%
|
|
|
1966
|
Intrua Financial
Houston,
Texas
|
$351K
|
-$21.4K
|
-87
|
-5%
|
|
|
1967
|
Oslo Pensjonsforsikring
Oslo,
|
$351K
|
–
|
–
|
–
|
|
|
1968
|
Jump Financial
Chicago,
Illinois
|
$350K
|
-$1.74M
|
-7,058
|
-82%
|
|
|
1969
|
Sitrin Capital Management
Century City,
California
|
$350K
|
–
|
–
|
–
|
|
|
1970
|
Carlson Capital
Dallas,
Texas
|
$350K
|
-$197K
|
-800
|
-35%
|
|
|
1971
|
Levin Capital Strategies
New York
|
$350K
|
–
|
–
|
–
|
|
|
1972
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$350K
|
-$2.21K
|
-9
|
-0.6%
|
|
|
1973
|
VisionPoint Advisory Group
Dallas,
Texas
|
$349K
|
+$112K
|
+456
|
+44%
|
|
|
1974
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$349K
|
–
|
–
|
–
|
|
|
1975
|
Humankind Investments
New York
|
$349K
|
+$44K
|
+179
|
+14%
|
|
