|
1951
|
Financial & Tax Architects
St Louis,
Missouri
|
$756K
|
-$210K
|
-2,220
|
-25%
|
|
|
1952
|
Virtus ETF Advisers
New York
|
$755K
|
-$149K
|
-1,570
|
-19%
|
|
|
1953
|
Transatlantique Private Wealth
New York
|
$753K
|
–
|
–
|
–
|
|
|
1954
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$753K
|
+$639K
|
+6,750
|
New
|
|
|
1955
|
Astoria Portfolio Advisors
New York
|
$750K
|
-$458K
|
-4,840
|
-44%
|
|
|
1956
|
|
$750K
|
+$383K
|
+4,040
|
+151%
|
|
|
1957
|
Northwest Bancshares
Warren,
Pennsylvania
|
$749K
|
-$125K
|
-1,320
|
-16%
|
|
|
1958
|
Tiemann Investment Advisors
Menlo Park,
California
|
$749K
|
+$22.7K
|
+240
|
+4%
|
|
|
1959
|
Wealth Effects
Boston,
Massachusetts
|
$745K
|
+$96.6K
|
+1,020
|
+18%
|
|
|
1960
|
Malaga Cove Capital
Pv Estates,
California
|
$743K
|
–
|
–
|
–
|
|
|
1961
|
Morningstar Investment Management
Chicago,
Illinois
|
$743K
|
-$144K
|
-1,520
|
-19%
|
|
|
1962
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$741K
|
-$99.4K
|
-1,050
|
-14%
|
|
|
1963
|
Live Oak Investment Partners
Austin,
Texas
|
$734K
|
–
|
–
|
–
|
|
|
1964
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$733K
|
-$80.5K
|
-850
|
-11%
|
|
|
1965
|
Park Edge Advisors
Cleveland,
Ohio
|
$733K
|
+$622K
|
+6,570
|
New
|
|
|
1966
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$731K
|
+$160K
|
+1,690
|
+35%
|
|
|
1967
|
VisionPoint Advisory Group
Dallas,
Texas
|
$730K
|
-$138K
|
-1,460
|
-18%
|
|
|
1968
|
SSI Investment Management
Los Angeles,
California
|
$730K
|
-$947
|
-10
|
-0.2%
|
|
|
1969
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$730K
|
+$619K
|
+6,540
|
New
|
|
|
1970
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$730K
|
+$92.8K
|
+980
|
+18%
|
|
|
1971
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$729K
|
–
|
–
|
–
|
|
|
1972
|
Catalina Capital Group
Torrance,
California
|
$723K
|
+$613K
|
+6,470
|
New
|
|
|
1973
|
Sage Rhino Capital
Menlo Park,
California
|
$722K
|
-$6.63K
|
-70
|
-1%
|
|
|
1974
|
Allen Capital Group
Grand Island,
Nebraska
|
$722K
|
-$1.7M
|
-17,970
|
-74%
|
|
|
1975
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$721K
|
-$78.6K
|
-830
|
-11%
|
|
