|
1951
|
Veery Capital
Wilmington,
Delaware
|
$2.74M
|
–
|
–
|
–
|
|
|
1952
|
Front Row Advisors
Tiburon,
California
|
$2.74M
|
+$1.38K
|
+2
|
+0.1%
|
|
|
1953
|
Security National Bank
Omaha,
Nebraska
|
$2.73M
|
-$460K
|
-669
|
-15%
|
|
|
1954
|
Scarborough Advisors
Annapolis,
Maryland
|
$2.73M
|
+$168K
|
+244
|
+7%
|
|
|
1955
|
PMV Capital Advisers
Dallas,
Texas
|
$2.73M
|
-$230K
|
-335
|
-8%
|
|
|
1956
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$2.72M
|
+$941K
|
+1,367
|
+59%
|
|
|
1957
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.72M
|
+$356K
|
+517
|
+16%
|
|
|
1958
|
Perryman Financial Advisory
Dallas,
Texas
|
$2.72M
|
+$27.5K
|
+40
|
+1%
|
|
|
1959
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$2.72M
|
+$28.9K
|
+42
|
+1%
|
|
|
1960
|
Novem Group
Rochester,
New York
|
$2.72M
|
+$1.28M
|
+1,864
|
+102%
|
|
|
1961
|
American National Bank & Trust
Wichita Falls,
Texas
|
$2.71M
|
-$39.9K
|
-58
|
-2%
|
|
|
1962
|
ProVise Management Group
Clearwater,
Florida
|
$2.71M
|
-$105K
|
-153
|
-4%
|
|
|
1963
|
|
$2.71M
|
-$63.3K
|
-92
|
-2%
|
|
|
1964
|
Fortitude Financial
Spokane,
Washington
|
$2.7M
|
-$165K
|
-240
|
-6%
|
|
|
1965
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2.7M
|
-$360K
|
-523
|
-12%
|
|
|
1966
|
Optiver Holding
Amsterdam,
Netherlands
|
$2.7M
|
+$2.52M
|
+3,662
|
New
|
|
|
1967
|
Colorado Capital Management
Boulder,
Colorado
|
$2.7M
|
-$2.06K
|
-3
|
-0.1%
|
|
|
1968
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.69M
|
+$274K
|
+398
|
+12%
|
|
|
1969
|
Insight Wealth Strategies
San Ramon,
California
|
$2.69M
|
-$327K
|
-475
|
-11%
|
|
|
1970
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$2.69M
|
-$5.91M
|
-8,585
|
-70%
|
|
|
1971
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$2.69M
|
-$75.7K
|
-110
|
-3%
|
|
|
1972
|
Aspect Partners
Fairfax,
Virginia
|
$2.68M
|
-$15.8K
|
-23
|
-0.6%
|
|
|
1973
|
Meridian Wealth Advisors
Austin,
Texas
|
$2.67M
|
-$178K
|
-259
|
-7%
|
|
|
1974
|
Clear Trail Advisors
Houston,
Texas
|
$2.67M
|
-$163K
|
-237
|
-6%
|
|
|
1975
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$2.67M
|
-$213K
|
-309
|
-8%
|
|
