|
1951
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.13M
|
-$519K
|
-4,250
|
-31%
|
|
|
1952
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$1.13M
|
–
|
–
|
–
|
|
|
1953
|
Legacy Edge Advisors
Syosset,
New York
|
$1.13M
|
+$2.44K
|
+20
|
+0.2%
|
|
|
1954
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.13M
|
+$206K
|
+1,690
|
+22%
|
|
|
1955
|
Wealthedge Investment Advisors
New York
|
$1.13M
|
+$131K
|
+1,070
|
+13%
|
|
|
1956
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$1.12M
|
+$35.4K
|
+290
|
+3%
|
|
|
1957
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.12M
|
+$311K
|
+2,550
|
+37%
|
|
|
1958
|
Austin Private Wealth
Austin,
Texas
|
$1.12M
|
+$26.9K
|
+220
|
+2%
|
|
|
1959
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$1.12M
|
+$1.18M
|
+9,640
|
New
|
|
|
1960
|
Stonegate Investment Group
Birmingham,
Alabama
|
$1.12M
|
-$94K
|
-770
|
-8%
|
|
|
1961
|
Summit Global Investments
Bountiful,
Utah
|
$1.12M
|
+$756K
|
+6,190
|
+198%
|
|
|
1962
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.11M
|
–
|
–
|
–
|
|
|
1963
|
City National Bank of Florida
Miami,
Florida
|
$1.11M
|
-$67.1K
|
-550
|
-6%
|
|
|
1964
|
Canton Hathaway
Providence,
Rhode Island
|
$1.11M
|
-$242K
|
-1,980
|
-18%
|
|
|
1965
|
Capital Square
Chattanooga,
Tennessee
|
$1.11M
|
-$261K
|
-2,140
|
-19%
|
|
|
1966
|
GK Wealth Management
Reno,
Nevada
|
$1.11M
|
+$47.6K
|
+390
|
+4%
|
|
|
1967
|
Essex LLC
Deer Park,
Illinois
|
$1.11M
|
-$123K
|
-1,010
|
-10%
|
|
|
1968
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.1M
|
-$4.88K
|
-40
|
-0.4%
|
|
|
1969
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$1.1M
|
+$110K
|
+900
|
+11%
|
|
|
1970
|
MRA Advisory Group
Parsippany,
New Jersey
|
$1.1M
|
-$2.44K
|
-20
|
-0.2%
|
|
|
1971
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.1M
|
+$59.8K
|
+490
|
+6%
|
|
|
1972
|
New Republic Capital
Charlotte,
North Carolina
|
$1.1M
|
+$61K
|
+500
|
+6%
|
|
|
1973
|
Private Wealth Partners
Mill Valley,
California
|
$1.1M
|
+$4.88K
|
+40
|
+0.4%
|
|
|
1974
|
Beacon Financial Group
Dallas,
Texas
|
$1.09M
|
+$14.6K
|
+120
|
+1%
|
|
|
1975
|
Intrua Financial
Houston,
Texas
|
$1.09M
|
-$286K
|
-2,340
|
-20%
|
|
