|
1951
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.46M
|
+$1.42M
|
+13,275
|
New
|
|
|
1952
|
Weatherly Asset Management
Del Mar,
California
|
$1.46M
|
-$10.7K
|
-100
|
-0.7%
|
|
|
1953
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.46M
|
-$473K
|
-4,414
|
-25%
|
|
|
1954
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.46M
|
+$144K
|
+1,340
|
+11%
|
|
|
1955
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$1.46M
|
+$2.79K
|
+26
|
+0.2%
|
|
|
1956
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$1.46M
|
+$358K
|
+3,343
|
+34%
|
|
|
1957
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$1.45M
|
-$20.9K
|
-195
|
-1%
|
|
|
1958
|
CVA Family Office
Denver,
Colorado
|
$1.45M
|
+$4.82K
|
+45
|
+0.3%
|
|
|
1959
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.44M
|
+$317K
|
+2,956
|
+29%
|
|
|
1960
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$1.44M
|
-$15.6K
|
-146
|
-1%
|
|
|
1961
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.44M
|
+$1.03M
|
+9,608
|
+282%
|
|
|
1962
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$1.43M
|
–
|
–
|
–
|
|
|
1963
|
Caxton Associates (New York)
New York
|
$1.43M
|
+$605K
|
+5,645
|
+77%
|
|
|
1964
|
DF Dent & Co
Baltimore,
Maryland
|
$1.43M
|
+$41K
|
+383
|
+3%
|
|
|
1965
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$1.43M
|
+$583K
|
+5,437
|
+72%
|
|
|
1966
|
Morse Asset Management
Darien,
Connecticut
|
$1.43M
|
+$107
|
+1
|
+0%
|
|
|
1967
|
S.C. Financial Services
Scottsdale,
Arizona
|
$1.43M
|
+$122K
|
+1,140
|
+10%
|
|
|
1968
|
LifeSteps Financial
Claremont,
California
|
$1.42M
|
+$650K
|
+6,066
|
+89%
|
|
|
1969
|
Asahi Life Asset Management
Tokyo,
Japan
|
$1.42M
|
+$365K
|
+3,410
|
+36%
|
|
|
1970
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.42M
|
-$28.7K
|
-268
|
-2%
|
|
|
1971
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.42M
|
–
|
–
|
–
|
|
|
1972
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.42M
|
+$60.9K
|
+568
|
+5%
|
|
|
1973
|
GraniteShares Advisors
New York
|
$1.42M
|
+$1.38M
|
+12,867
|
New
|
|
|
1974
|
Auxier Asset Management
Aurora,
Oregon
|
$1.42M
|
–
|
–
|
–
|
|
|
1975
|
Demars Financial Group
Spokane Valley,
Washington
|
$1.42M
|
-$212K
|
-1,981
|
-13%
|
|
