|
1951
|
|
$2.34M
|
+$4.29K
|
+7
|
+0.2%
|
|
|
1952
|
Capital Planning
Bellevue,
Washington
|
$2.33M
|
-$563K
|
-917
|
-19%
|
|
|
1953
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$2.33M
|
–
|
–
|
–
|
|
|
1954
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.33M
|
+$741K
|
+1,208
|
+47%
|
|
|
1955
|
Union Savings Bank
Litchfield,
Connecticut
|
$2.32M
|
+$2.32M
|
+3,773
|
New
|
|
|
1956
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$2.32M
|
-$4.29K
|
-7
|
-0.2%
|
|
|
1957
|
Gryphon Financial Partners
Columbus,
Ohio
|
$2.32M
|
+$70.6K
|
+115
|
+3%
|
|
|
1958
|
American National Bank & Trust
Wichita Falls,
Texas
|
$2.31M
|
-$12.9K
|
-21
|
-0.6%
|
|
|
1959
|
Viewpoint Capital Management
Seattle,
Washington
|
$2.31M
|
-$144K
|
-234
|
-6%
|
|
|
1960
|
Advisor OS
Chicago,
Illinois
|
$2.31M
|
+$189K
|
+308
|
+9%
|
|
|
1961
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$2.31M
|
+$150K
|
+244
|
+7%
|
|
|
1962
|
Peregrine Asset Advisers
Portland,
Oregon
|
$2.31M
|
+$5.52K
|
+9
|
+0.2%
|
|
|
1963
|
F/M Investments
Washington,
District of Columbia
|
$2.3M
|
+$101K
|
+164
|
+5%
|
|
|
1964
|
Bravias Capital Group
Iselin,
New Jersey
|
$2.3M
|
+$292K
|
+476
|
+15%
|
|
|
1965
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$2.3M
|
+$523K
|
+852
|
+30%
|
|
|
1966
|
Berbice Capital Management
Melville,
New York
|
$2.29M
|
+$36.8K
|
+60
|
+2%
|
|
|
1967
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$2.29M
|
-$3.7M
|
-6,029
|
-62%
|
|
|
1968
|
Veery Capital
Wilmington,
Delaware
|
$2.29M
|
+$4.91K
|
+8
|
+0.2%
|
|
|
1969
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$2.26M
|
-$255K
|
-415
|
-10%
|
|
|
1970
|
Coordinated Financial Services
Denver,
Colorado
|
$2.26M
|
+$66.9K
|
+109
|
+3%
|
|
|
1971
|
Synergy Asset Management
Vancouver,
Washington
|
$2.26M
|
-$1.09M
|
-1,774
|
-33%
|
|
|
1972
|
International Private Wealth Advisors
San Diego,
California
|
$2.26M
|
-$43K
|
-70
|
-2%
|
|
|
1973
|
GatePass Capital
Independence,
Ohio
|
$2.25M
|
+$438K
|
+714
|
+24%
|
|
|
1974
|
Allie Family Office
Miami,
Florida
|
$2.25M
|
+$210K
|
+342
|
+10%
|
|
|
1975
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$2.25M
|
-$22.1K
|
-36
|
-1%
|
|
