|
1951
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$861K
|
+$24.1K
|
+65
|
+3%
|
|
|
1952
|
Burns Matteson Capital Management
Corning,
New York
|
$860K
|
+$78.6K
|
+212
|
+11%
|
|
|
1953
|
Spirepoint Private Client
Vero Beach,
Florida
|
$860K
|
-$4.82K
|
-13
|
-0.6%
|
|
|
1954
|
Romano Brothers & Co
Evanston,
Illinois
|
$860K
|
-$3.34K
|
-9
|
-0.4%
|
|
|
1955
|
BOK Financial Private Wealth
Denver,
Colorado
|
$857K
|
-$130K
|
-352
|
-15%
|
|
|
1956
|
Legacy Wealth Advisors
Miami,
Florida
|
$857K
|
+$169K
|
+456
|
+28%
|
|
|
1957
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$856K
|
-$230K
|
-620
|
-23%
|
|
|
1958
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$856K
|
-$240K
|
-648
|
-24%
|
|
|
1959
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$855K
|
–
|
–
|
–
|
|
|
1960
|
55 North Private Wealth
Winter Park,
Florida
|
$854K
|
+$47.4K
|
+128
|
+7%
|
|
|
1961
|
Patten Group
Chattanooga,
Tennessee
|
$853K
|
-$172K
|
-464
|
-18%
|
|
|
1962
|
Chatham Capital Group
Savannah,
Georgia
|
$851K
|
-$128K
|
-344
|
-14%
|
|
|
1963
|
Strategic Blueprint
Atlanta,
Georgia
|
$850K
|
-$69.7K
|
-188
|
-8%
|
|
|
1964
|
Bell Bank
Fargo,
North Dakota
|
$849K
|
+$28.5K
|
+77
|
+4%
|
|
|
1965
|
Fort Point Capital Partners
San Francisco,
California
|
$849K
|
-$42.6K
|
-115
|
-5%
|
|
|
1966
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$848K
|
+$6.67K
|
+18
|
+0.9%
|
|
|
1967
|
McLean Asset Management
Tysons,
Virginia
|
$846K
|
+$33.4K
|
+90
|
+5%
|
|
|
1968
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$844K
|
-$10.7K
|
-29
|
-1%
|
|
|
1969
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$842K
|
+$751K
|
+2,026
|
New
|
|
|
1970
|
Ballast Advisors
Woodbury,
Minnesota
|
$841K
|
+$337K
|
+910
|
+82%
|
|
|
1971
|
Klingman & Associates
New York
|
$840K
|
+$57.5K
|
+155
|
+8%
|
|
|
1972
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$840K
|
-$26.7K
|
-72
|
-3%
|
|
|
1973
|
Forty-three Eighteen Advisors
Bentonville,
Arkansas
|
$839K
|
+$748K
|
+2,019
|
New
|
|
|
1974
|
Bigelow Investment Advisors
Portland,
Maine
|
$836K
|
-$19.6K
|
-53
|
-3%
|
|
|
1975
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$834K
|
+$61.9K
|
+167
|
+9%
|
|
