|
1951
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$162K
|
+$153K
|
+685
|
New
|
|
|
1952
|
Traub Capital Management
Needham,
Massachusetts
|
$159K
|
+$149K
|
+669
|
New
|
|
|
1953
|
Principia Wealth Advisory
Dallas,
Texas
|
$158K
|
+$149K
|
+667
|
New
|
|
|
1954
|
Perkins Coie Trust Company
Seattle,
Washington
|
$158K
|
–
|
–
|
–
|
|
|
1955
|
1 North Wealth Services
Annapolis,
Maryland
|
$156K
|
-$5.13K
|
-23
|
-3%
|
|
|
1956
|
GFG Capital
Miami,
Florida
|
$154K
|
-$68K
|
-305
|
-32%
|
|
|
1957
|
one8zero8 LLC
Greensboro,
North Carolina
|
$153K
|
-$46.8K
|
-210
|
-25%
|
|
|
1958
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$152K
|
+$27.7K
|
+124
|
+24%
|
|
|
1959
|
CVA Family Office
Denver,
Colorado
|
$150K
|
–
|
–
|
–
|
|
|
1960
|
Eastern Bank
Boston,
Massachusetts
|
$150K
|
-$2.45K
|
-11
|
-2%
|
|
|
1961
|
ORG Wealth Partners
Dallas,
Texas
|
$147K
|
–
|
–
|
–
|
|
|
1962
|
Accent Capital Management
Centerville,
Ohio
|
$143K
|
–
|
–
|
–
|
|
|
1963
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$140K
|
–
|
–
|
–
|
|
|
1964
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$136K
|
+$128K
|
+575
|
New
|
|
|
1965
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$133K
|
+$25.7K
|
+115
|
+26%
|
|
|
1966
|
Pacific Center for Financial Services
San Ramon,
California
|
$132K
|
–
|
–
|
–
|
|
|
1967
|
Townsend Asset Management
Raleigh,
North Carolina
|
$131K
|
+$3.35K
|
+15
|
+3%
|
|
|
1968
|
Versant Capital Management
Phoenix,
Arizona
|
$130K
|
+$11.4K
|
+51
|
+10%
|
|
|
1969
|
WealthCollab
Bellevue,
Washington
|
$129K
|
–
|
–
|
–
|
|
|
1970
|
Red Lighthouse Investment Management
New York
|
$127K
|
-$1.58M
|
-7,086
|
-93%
|
|
|
1971
|
Millstone Evans Group
Boulder,
Colorado
|
$123K
|
–
|
–
|
–
|
|
|
1972
|
Strategic Wealth Partners
Independence,
Ohio
|
$121K
|
+$114K
|
+512
|
New
|
|
|
1973
|
Crews Bank & Trust
Wauchula,
Florida
|
$121K
|
–
|
–
|
–
|
|
|
1974
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$119K
|
-$33K
|
-148
|
-23%
|
|
|
1975
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$118K
|
+$2.01K
|
+9
|
+2%
|
|
