|
1951
|
Fulcrum Capital
Seattle,
Washington
|
$408K
|
+$424K
|
+2,518
|
New
|
|
|
1952
|
Sunpointe
St. Louis,
Missouri
|
$407K
|
-$5.38K
|
-32
|
-1%
|
|
|
1953
|
LCM Capital Management
Chicago,
Illinois
|
$406K
|
-$2.19K
|
-13
|
-0.5%
|
|
|
1954
|
First Citizens Financial Corp
Mason City,
Iowa
|
$406K
|
–
|
–
|
–
|
|
|
1955
|
Highlander Partners
Dallas,
Texas
|
$406K
|
–
|
–
|
–
|
|
|
1956
|
Strait & Sound Wealth Management
San Francisco,
California
|
$405K
|
-$80.8K
|
-480
|
-16%
|
|
|
1957
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$405K
|
–
|
–
|
–
|
|
|
1958
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$402K
|
+$2.52K
|
+15
|
+0.6%
|
|
|
1959
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$402K
|
+$417K
|
+2,476
|
New
|
|
|
1960
|
Insight Advisors
Newtown,
Pennsylvania
|
$401K
|
+$9.09K
|
+54
|
+2%
|
|
|
1961
|
Northwest Wealth Management
Spencer,
Iowa
|
$400K
|
-$35.8K
|
-213
|
-8%
|
|
|
1962
|
RiverGlades Family Offices
Naples,
Florida
|
$399K
|
–
|
–
|
–
|
|
|
1963
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$398K
|
–
|
–
|
–
|
|
|
1964
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$398K
|
+$6.56K
|
+39
|
+2%
|
|
|
1965
|
RS Crum Inc
Newport Beach,
California
|
$398K
|
–
|
–
|
–
|
|
|
1966
|
TriaGen Wealth Management
Calabasas,
California
|
$398K
|
+$3.37K
|
+20
|
+0.8%
|
|
|
1967
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$398K
|
+$6.06K
|
+36
|
+1%
|
|
|
1968
|
Osprey Private Wealth
New York
|
$397K
|
–
|
–
|
–
|
|
|
1969
|
Compass Capital Corp
Braintree,
Massachusetts
|
$397K
|
+$28.1K
|
+167
|
+7%
|
|
|
1970
|
One Plus One Wealth Management
Jupiter,
Florida
|
$397K
|
+$14.1K
|
+84
|
+4%
|
|
|
1971
|
Gables Capital Management
Miami,
Florida
|
$396K
|
–
|
–
|
–
|
|
|
1972
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$396K
|
-$208K
|
-1,239
|
-34%
|
|
|
1973
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$396K
|
–
|
–
|
–
|
|
|
1974
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$396K
|
–
|
–
|
–
|
|
|
1975
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$395K
|
+$673
|
+4
|
+0.2%
|
|
