|
1951
|
Torren Management
San Diego,
California
|
$1.9K
|
–
|
–
|
–
|
|
|
1952
|
Y.D. More Investments
Ramat Gan,
Israel
|
$1.78K
|
-$527
|
-4
|
-24%
|
|
|
1953
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$1.64K
|
–
|
–
|
–
|
|
|
1954
|
DecisionPoint Financial
Mesa,
Arizona
|
$1.62K
|
+$527
|
+4
|
+50%
|
|
|
1955
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$1.5K
|
–
|
–
|
–
|
|
|
1956
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$1.45K
|
–
|
–
|
–
|
|
|
1957
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1.37K
|
+$1.32K
|
+10
|
New
|
|
|
1958
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$1.23K
|
-$2.37K
|
-18
|
-67%
|
|
|
1959
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$1.23K
|
+$1.19K
|
+9
|
New
|
|
|
1960
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.23K
|
+$1.19K
|
+9
|
New
|
|
|
1961
|
Abound Wealth Management
Franklin,
Tennessee
|
$822
|
-$6.98K
|
-53
|
-90%
|
|
|
1962
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$689
|
+$659
|
+5
|
New
|
|
|
1963
|
Breakwater Investment Management
Seattle,
Washington
|
$685
|
–
|
–
|
–
|
|
|
1964
|
Sunrise Financial Services
Burien,
Washington
|
$684
|
–
|
–
|
–
|
|
|
1965
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$684
|
+$659
|
+5
|
New
|
|
|
1966
|
Robinswood Financial
Kirkland,
Washington
|
$551
|
–
|
–
|
–
|
|
|
1967
|
Redwood Park Advisors
Redwood City,
California
|
$411
|
–
|
–
|
–
|
|
|
1968
|
Center for Financial Planning
Southfied,
Michigan
|
$411
|
+$395
|
+3
|
New
|
|
|
1969
|
Inspire Investing
Meridian,
Idaho
|
$317
|
–
|
–
|
–
|
|
|
1970
|
Downshift Financial
Boulder,
Colorado
|
$274
|
+$263
|
+2
|
New
|
|
|
1971
|
3 Factor Indexing
Sacramento,
California
|
$137
|
–
|
–
|
–
|
|
|
1972
|
Maryland Capital Advisors
Chester,
Maryland
|
$137
|
+$132
|
+1
|
New
|
|
|
1973
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$137
|
+$132
|
+1
|
New
|
|
|
1974
|
Darwin Wealth Management
Tampa,
Florida
|
$95
|
–
|
–
|
–
|
|
|
1975
|
APG Asset Management
Amsterdam,
Netherlands
|
–
|
-$34.6M
|
-303,943
|
Closed
|
|
