|
1951
|
SkyOak Wealth
Southfield,
Michigan
|
$702K
|
–
|
–
|
–
|
|
|
1952
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$702K
|
-$14.9K
|
-96
|
-2%
|
|
|
1953
|
Argyle Capital Partners
Los Angeles,
California
|
$700K
|
-$21.3K
|
-137
|
-3%
|
|
|
1954
|
Mission Creek Capital Partners
San Francisco,
California
|
$699K
|
+$310
|
+2
|
+0%
|
|
|
1955
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$699K
|
–
|
–
|
–
|
|
|
1956
|
Wimmer Associates 1
Pasadena,
California
|
$699K
|
–
|
–
|
–
|
|
|
1957
|
Silicon Valley Capital Partners
San Jose,
California
|
$698K
|
+$2.02K
|
+13
|
+0.3%
|
|
|
1958
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$698K
|
-$53.4K
|
-344
|
-7%
|
|
|
1959
|
Iams Wealth Management
Omaha,
Nebraska
|
$698K
|
-$84.4K
|
-544
|
-12%
|
|
|
1960
|
Peregrine Asset Advisers
Portland,
Oregon
|
$695K
|
–
|
–
|
–
|
|
|
1961
|
Artemis Wealth Advisors
New York
|
$695K
|
-$2.95K
|
-19
|
-0.5%
|
|
|
1962
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$695K
|
-$10.2K
|
-66
|
-2%
|
|
|
1963
|
Ion Asset Management
Herzliya,
Israel
|
$694K
|
–
|
–
|
–
|
|
|
1964
|
Westport Asset Management
Southport,
Connecticut
|
$691K
|
–
|
–
|
–
|
|
|
1965
|
Tranquility Partners
Brentwood,
Tennessee
|
$689K
|
+$63.3K
|
+408
|
+11%
|
|
|
1966
|
Members Trust
Tampa,
Florida
|
$686K
|
-$1.55K
|
-10
|
-0.2%
|
|
|
1967
|
Verum Partners
Charlotte,
North Carolina
|
$686K
|
+$931
|
+6
|
+0.1%
|
|
|
1968
|
Ridgewood Investments
Springfield,
New Jersey
|
$686K
|
-$19.7K
|
-127
|
-3%
|
|
|
1969
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$685K
|
+$635K
|
+4,091
|
New
|
|
|
1970
|
Convergence Financial
Columbia,
Missouri
|
$683K
|
-$17.7K
|
-114
|
-3%
|
|
|
1971
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$683K
|
+$174K
|
+1,120
|
+38%
|
|
|
1972
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$682K
|
-$197K
|
-1,272
|
-24%
|
|
|
1973
|
Broadwater Capital
Boston,
Massachusetts
|
$681K
|
-$91.7M
|
-590,521
|
-99%
|
|
|
1974
|
BCS Wealth Management
Johnson City,
Tennessee
|
$681K
|
-$42.4K
|
-273
|
-6%
|
|
|
1975
|
Saxon Interests
Houston,
Texas
|
$680K
|
+$63.8K
|
+411
|
+11%
|
|
