|
1951
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$2.98M
|
-$17K
|
-53
|
-0.5%
|
|
|
1952
|
AGP Franklin
Franklin,
Tennessee
|
$2.98M
|
+$120K
|
+374
|
+4%
|
|
|
1953
|
Auxano Advisors
Bellevue,
Washington
|
$2.98M
|
+$89.4K
|
+278
|
+3%
|
|
|
1954
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$2.98M
|
–
|
–
|
–
|
|
|
1955
|
Garrison Point Advisors
Walnut Creek,
California
|
$2.97M
|
-$15.1K
|
-47
|
-0.5%
|
|
|
1956
|
Fiduciary Family Office
Boca Raton,
Florida
|
$2.97M
|
-$278K
|
-864
|
-8%
|
|
|
1957
|
Malaga Cove Capital
Pv Estates,
California
|
$2.97M
|
+$111K
|
+345
|
+4%
|
|
|
1958
|
Centric Wealth Management
Chicago,
Illinois
|
$2.96M
|
-$114K
|
-354
|
-4%
|
|
|
1959
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$2.96M
|
+$755K
|
+2,348
|
+23%
|
|
|
1960
|
Nutshell Asset Management
Sevenoaks,
United Kingdom
|
$2.96M
|
-$9.48M
|
-29,475
|
-75%
|
|
|
1961
|
Intellectus Partners
San Francisco,
California
|
$2.96M
|
+$150K
|
+466
|
+5%
|
|
|
1962
|
Sandro Wealth Management
Fairfield,
New Jersey
|
$2.96M
|
+$132K
|
+409
|
+4%
|
|
|
1963
|
Lynx Capital Group
Beachwood,
Ohio
|
$2.95M
|
-$35.4K
|
-110
|
-1%
|
|
|
1964
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$2.95M
|
-$49.5K
|
-154
|
-2%
|
|
|
1965
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$2.94M
|
+$46.6K
|
+145
|
+2%
|
|
|
1966
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.94M
|
-$62.8M
|
-195,371
|
-95%
|
|
|
1967
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.94M
|
-$18.6K
|
-58
|
-0.6%
|
|
|
1968
|
M3 Wealth Management
Cincinnati,
Ohio
|
$2.94M
|
+$1.61K
|
+5
|
+0.1%
|
|
|
1969
|
Global Frontier Investments
Charleston,
South Carolina
|
$2.93M
|
+$3.12M
|
+9,706
|
New
|
|
|
1970
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$2.93M
|
+$525K
|
+1,633
|
+20%
|
|
|
1971
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$2.92M
|
-$495K
|
-1,539
|
-14%
|
|
|
1972
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$2.92M
|
-$60.5K
|
-188
|
-2%
|
|
|
1973
|
Trivant Custom Portfolio Group
San Diego,
California
|
$2.91M
|
-$322
|
-1
|
-0%
|
|
|
1974
|
CM Wealth Advisors
Beachwood,
Ohio
|
$2.91M
|
+$1.35M
|
+4,189
|
+77%
|
|
|
1975
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$2.91M
|
-$21.9K
|
-68
|
-0.7%
|
|
