|
1951
|
Sivia Capital Partners
Mill Valley,
California
|
$5.97M
|
+$270K
|
+3,720
|
+6%
|
|
|
1952
|
Morningstar Investment Services
Chicago,
Illinois
|
$5.97M
|
-$1.89M
|
-26,050
|
-28%
|
|
|
1953
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$5.96M
|
+$109K
|
+1,500
|
+2%
|
|
|
1954
|
Ranch Capital Advisors
Sarasota,
Florida
|
$5.96M
|
-$853K
|
-11,770
|
-15%
|
|
|
1955
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.95M
|
-$461K
|
-6,360
|
-9%
|
|
|
1956
|
Grimes & Company
Westborough,
Massachusetts
|
$5.95M
|
+$776K
|
+10,710
|
+19%
|
|
|
1957
|
ViaWealth
Leawood,
Kansas
|
$5.94M
|
-$1.08M
|
-14,860
|
-18%
|
|
|
1958
|
Capstone Investment Advisors
New York
|
$5.94M
|
+$4.39M
|
+60,610
|
+1,193%
|
|
|
1959
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$5.93M
|
-$9.42K
|
-130
|
-0.2%
|
|
|
1960
|
West Family Investments
Carlsbad,
California
|
$5.92M
|
+$143K
|
+1,970
|
+3%
|
|
|
1961
|
Slagle Financial
Edwardsville,
Illinois
|
$5.92M
|
-$7.12M
|
-98,250
|
-60%
|
|
|
1962
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$5.92M
|
-$942K
|
-13,000
|
-17%
|
|
|
1963
|
Harfst & Associates
Sheridan,
Wyoming
|
$5.92M
|
-$1.94M
|
-26,830
|
-29%
|
|
|
1964
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$5.91M
|
+$589K
|
+8,120
|
+14%
|
|
|
1965
|
NVWM LLC
Yardley,
Pennsylvania
|
$5.91M
|
-$78.3K
|
-1,080
|
-2%
|
|
|
1966
|
Ramirez Asset Management
New York
|
$5.9M
|
-$341K
|
-4,700
|
-7%
|
|
|
1967
|
Nadler Financial Group
Deerfield,
Illinois
|
$5.9M
|
-$296K
|
-4,080
|
-6%
|
|
|
1968
|
Center Lake Capital Management
West Palm Beach,
Florida
|
$5.87M
|
+$4.71M
|
+65,000
|
New
|
|
|
1969
|
Weaver Capital Management
Suwanee,
Georgia
|
$5.87M
|
-$479K
|
-6,610
|
-9%
|
|
|
1970
|
Sage Capital Management
Stockton,
New Jersey
|
$5.87M
|
+$84.1K
|
+1,160
|
+2%
|
|
|
1971
|
Accredited Investors
Edina,
Minnesota
|
$5.85M
|
-$12.3K
|
-170
|
-0.3%
|
|
|
1972
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$5.85M
|
+$149K
|
+2,060
|
+3%
|
|
|
1973
|
Waterloo Capital
Austin,
Texas
|
$5.85M
|
+$1.31M
|
+18,110
|
+39%
|
|
|
1974
|
First Bank & Trust
Brookings,
South Dakota
|
$5.83M
|
+$28.3K
|
+390
|
+0.6%
|
|
|
1975
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.83M
|
+$207K
|
+2,850
|
+5%
|
|
