|
1951
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.84M
|
-$93K
|
-555
|
-5%
|
|
|
1952
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$1.84M
|
+$1.53M
|
+9,109
|
+537%
|
|
|
1953
|
Iconiq Capital
San Francisco,
California
|
$1.84M
|
-$66.2K
|
-395
|
-4%
|
|
|
1954
|
Tudor Financial
Dayton,
Ohio
|
$1.84M
|
-$5.03K
|
-30
|
-0.3%
|
|
|
1955
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.84M
|
+$144K
|
+861
|
+9%
|
|
|
1956
|
Quadrature Capital
London,
United Kingdom
|
$1.84M
|
-$38.4M
|
-229,497
|
-96%
|
|
|
1957
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$1.83M
|
+$4.86K
|
+29
|
+0.3%
|
|
|
1958
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$1.83M
|
-$52.9K
|
-316
|
-3%
|
|
|
1959
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$1.83M
|
+$458K
|
+2,734
|
+34%
|
|
|
1960
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.83M
|
+$53.6K
|
+320
|
+3%
|
|
|
1961
|
CRA Financial Services
Northfield,
New Jersey
|
$1.83M
|
-$67.2K
|
-401
|
-4%
|
|
|
1962
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.83M
|
+$60.8K
|
+363
|
+4%
|
|
|
1963
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.82M
|
+$21.1K
|
+126
|
+1%
|
|
|
1964
|
Accredited Investors
Edina,
Minnesota
|
$1.82M
|
-$65.3K
|
-390
|
-4%
|
|
|
1965
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$1.82M
|
–
|
–
|
–
|
|
|
1966
|
Navalign LLC
Encino,
California
|
$1.82M
|
+$12.1K
|
+72
|
+0.7%
|
|
|
1967
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.82M
|
+$195K
|
+1,163
|
+12%
|
|
|
1968
|
WealthShield Partners
Cary,
North Carolina
|
$1.81M
|
+$123K
|
+736
|
+7%
|
|
|
1969
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$1.81M
|
+$524K
|
+3,126
|
+42%
|
|
|
1970
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.81M
|
-$47.6K
|
-284
|
-3%
|
|
|
1971
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.81M
|
+$34.5K
|
+206
|
+2%
|
|
|
1972
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.81M
|
–
|
–
|
–
|
|
|
1973
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.8M
|
-$102K
|
-610
|
-5%
|
|
|
1974
|
Potomac Fund Management
Miami,
Florida
|
$1.8M
|
+$205K
|
+1,225
|
+13%
|
|
|
1975
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$1.8M
|
+$39K
|
+233
|
+2%
|
|
