|
1951
|
Patron Partners
Houston,
Texas
|
$1.35M
|
+$44.2K
|
+87
|
+3%
|
|
|
1952
|
Austin Private Wealth
Austin,
Texas
|
$1.35M
|
-$137K
|
-270
|
-9%
|
|
|
1953
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$1.35M
|
-$183K
|
-360
|
-11%
|
|
|
1954
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.35M
|
+$36.1K
|
+71
|
+3%
|
|
|
1955
|
Prudential plc
London, England,
United Kingdom
|
$1.35M
|
-$569K
|
-1,120
|
-28%
|
|
|
1956
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1.34M
|
-$48.3K
|
-95
|
-3%
|
|
|
1957
|
|
$1.34M
|
-$171K
|
-337
|
-11%
|
|
|
1958
|
Klingman & Associates
New York
|
$1.34M
|
+$21.3K
|
+42
|
+1%
|
|
|
1959
|
Coastwise Capital Group
La Jolla,
California
|
$1.34M
|
-$220K
|
-433
|
-13%
|
|
|
1960
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.34M
|
+$132K
|
+260
|
+10%
|
|
|
1961
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$1.33M
|
-$137K
|
-270
|
-9%
|
|
|
1962
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$1.33M
|
+$49.8K
|
+98
|
+4%
|
|
|
1963
|
Vantage Point Financial
Lisle,
Illinois
|
$1.33M
|
-$22.9K
|
-45
|
-2%
|
|
|
1964
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.33M
|
-$109K
|
-214
|
-7%
|
|
|
1965
|
Willner & Heller
Encino,
California
|
$1.33M
|
+$44.7K
|
+88
|
+3%
|
|
|
1966
|
Opus Capital Group
Cincinnati,
Ohio
|
$1.33M
|
+$1.01M
|
+1,989
|
+237%
|
|
|
1967
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$1.33M
|
+$5.08K
|
+10
|
+0.4%
|
|
|
1968
|
|
$1.33M
|
+$48.3K
|
+95
|
+3%
|
|
|
1969
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.33M
|
+$1.44M
|
+2,826
|
New
|
|
|
1970
|
Tortoise Investment Management
White Plains,
New York
|
$1.32M
|
-$30.5K
|
-60
|
-2%
|
|
|
1971
|
TCFG Wealth Management
Laguna Niguel,
California
|
$1.32M
|
-$105K
|
-206
|
-7%
|
|
|
1972
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.32M
|
-$309K
|
-609
|
-18%
|
|
|
1973
|
Curated Wealth Partners
El Segundo,
California
|
$1.32M
|
-$88.4K
|
-174
|
-6%
|
|
|
1974
|
Liberty Wealth Management
Oakland,
California
|
$1.31M
|
+$23.9K
|
+47
|
+2%
|
|
|
1975
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$1.31M
|
–
|
–
|
–
|
|
