|
1951
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.09M
|
–
|
–
|
–
|
|
|
1952
|
Barings
Charlotte,
North Carolina
|
$1.09M
|
+$119K
|
+678
|
+13%
|
|
|
1953
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.09M
|
+$78.8K
|
+451
|
+8%
|
|
|
1954
|
Lion Street Advisors
Austin,
Texas
|
$1.09M
|
+$116K
|
+663
|
+13%
|
|
|
1955
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.09M
|
-$2.97K
|
-17
|
-0.3%
|
|
|
1956
|
Childress Capital Advisors
Houston,
Texas
|
$1.09M
|
-$1.2M
|
-6,876
|
-54%
|
|
|
1957
|
Cutler Group
San Francisco,
California
|
$1.08M
|
-$737K
|
-4,218
|
-41%
|
|
|
1958
|
Successful Portfolios
Clearwater,
Florida
|
$1.08M
|
-$13.3K
|
-76
|
-1%
|
|
|
1959
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.08M
|
+$74.8K
|
+428
|
+8%
|
|
|
1960
|
KB Financial Partners
Princeton,
New Jersey
|
$1.08M
|
+$1.75K
|
+10
|
+0.2%
|
|
|
1961
|
First County Bank
Stamford,
Connecticut
|
$1.08M
|
+$35.1K
|
+201
|
+4%
|
|
|
1962
|
Day & Ennis
Macon,
Georgia
|
$1.08M
|
+$524
|
+3
|
+0.1%
|
|
|
1963
|
WealthTrust Asset Management
Destin,
Florida
|
$1.08M
|
+$14.2K
|
+81
|
+1%
|
|
|
1964
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.07M
|
–
|
–
|
–
|
|
|
1965
|
Silvia McColl Wealth Management
San Diego,
California
|
$1.07M
|
+$8.74K
|
+50
|
+0.9%
|
|
|
1966
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$1.07M
|
+$46.8K
|
+268
|
+5%
|
|
|
1967
|
Headlands Technologies
Chicago,
Illinois
|
$1.07M
|
+$1.02M
|
+5,860
|
New
|
|
|
1968
|
Edge Wealth Management
New York
|
$1.07M
|
-$508K
|
-2,908
|
-33%
|
|
|
1969
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$1.07M
|
+$24.6K
|
+141
|
+2%
|
|
|
1970
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.07M
|
+$14.5K
|
+83
|
+1%
|
|
|
1971
|
Goepper Burkhardt
Greenville,
South Carolina
|
$1.07M
|
–
|
–
|
–
|
|
|
1972
|
Clearstead Trust
Portland,
Maine
|
$1.06M
|
-$225K
|
-1,285
|
-18%
|
|
|
1973
|
Forza Wealth Management
Sarasota,
Florida
|
$1.06M
|
+$82.3K
|
+471
|
+9%
|
|
|
1974
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.06M
|
+$18.9K
|
+108
|
+2%
|
|
|
1975
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.06M
|
+$11.2K
|
+64
|
+1%
|
|
