|
1951
|
CNB Bank
Clearfield,
Pennsylvania
|
$811K
|
-$198K
|
-2,244
|
-16%
|
|
|
1952
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$810K
|
+$198K
|
+2,245
|
+25%
|
|
|
1953
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$809K
|
+$309K
|
+3,510
|
+45%
|
|
|
1954
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$809K
|
-$2.47K
|
-28
|
-0.2%
|
|
|
1955
|
Oak Ridge Investments
Chicago,
Illinois
|
$807K
|
-$20.4M
|
-231,254
|
-95%
|
|
|
1956
|
|
$806K
|
+$140K
|
+1,585
|
+16%
|
|
|
1957
|
Crux Wealth Advisors
Long Beach,
California
|
$806K
|
+$994K
|
+11,285
|
New
|
|
|
1958
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$805K
|
+$1.23K
|
+14
|
+0.1%
|
|
|
1959
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$803K
|
+$165K
|
+1,876
|
+20%
|
|
|
1960
|
Aster Capital Management
Dubai,
United Arab Emirates
|
$803K
|
+$929K
|
+10,548
|
+1,513%
|
|
|
1961
|
Means Investment Company
Bangor,
Maine
|
$802K
|
-$1.87M
|
-21,286
|
-65%
|
|
|
1962
|
Taylor Financial Group
Roanoke,
Virginia
|
$801K
|
–
|
–
|
–
|
|
|
1963
|
Titleist Asset Management
San Antonio,
Texas
|
$801K
|
-$14.7K
|
-167
|
-1%
|
|
|
1964
|
17 Capital Partners
Pheonix,
Arizona
|
$800K
|
–
|
–
|
–
|
|
|
1965
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$799K
|
+$320K
|
+3,636
|
+48%
|
|
|
1966
|
Private Wealth Partners
Mill Valley,
California
|
$799K
|
+$147K
|
+1,674
|
+18%
|
|
|
1967
|
QTR Family Wealth
Lake Mary,
Florida
|
$797K
|
-$176K
|
-2,001
|
-15%
|
|
|
1968
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$797K
|
+$300K
|
+3,401
|
+44%
|
|
|
1969
|
MJP Associates
Farmington,
Connecticut
|
$796K
|
-$108K
|
-1,224
|
-10%
|
|
|
1970
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$796K
|
-$5.46K
|
-62
|
-0.6%
|
|
|
1971
|
Consolidated Capital Management
Burbank,
California
|
$795K
|
–
|
–
|
–
|
|
|
1972
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$793K
|
-$6.17K
|
-70
|
-0.6%
|
|
|
1973
|
CVA Family Office
Denver,
Colorado
|
$793K
|
-$80.2K
|
-911
|
-8%
|
|
|
1974
|
Armis Advisers
Atlanta,
Georgia
|
$792K
|
-$5.37K
|
-61
|
-0.6%
|
|
|
1975
|
First Command Advisory Services
Fort Worth,
Texas
|
$791K
|
+$6.69K
|
+76
|
+0.7%
|
|
