|
1951
|
Caxton Associates (UK)
London,
|
$232K
|
+$53.7K
|
+51
|
+27%
|
|
|
1952
|
High Net Worth Advisory Group
Naples,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
1953
|
Alchemi Wealth
Essex,
Connecticut
|
$231K
|
-$26.3K
|
-25
|
-9%
|
|
|
1954
|
Plancorp LLC
Saint Louis,
Missouri
|
$231K
|
–
|
–
|
–
|
|
|
1955
|
WNY Asset Management
Williamsville,
New York
|
$231K
|
+$253K
|
+240
|
New
|
|
|
1956
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$231K
|
-$3.16K
|
-3
|
-1%
|
|
|
1957
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$230K
|
+$14.7K
|
+14
|
+6%
|
|
|
1958
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$230K
|
+$251K
|
+239
|
New
|
|
|
1959
|
Titleist Asset Management
San Antonio,
Texas
|
$229K
|
-$246K
|
-234
|
-50%
|
|
|
1960
|
Richmond Investment Services
Mequon,
Wisconsin
|
$229K
|
+$31.6K
|
+30
|
+14%
|
|
|
1961
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$228K
|
–
|
–
|
–
|
|
|
1962
|
Golden State Wealth Management
Santa Ana,
California
|
$227K
|
-$2.1K
|
-2
|
-0.8%
|
|
|
1963
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$227K
|
-$1.05K
|
-1
|
-0.4%
|
|
|
1964
|
Portfolio Design Labs
Encino,
California
|
$226K
|
–
|
–
|
–
|
|
|
1965
|
PCB Capital
East Brunswick,
New Jersey
|
$225K
|
+$8.42K
|
+8
|
+4%
|
|
|
1966
|
Eagle Wealth Advisors
Westport,
Connecticut
|
$225K
|
-$166K
|
-158
|
-40%
|
|
|
1967
|
Saxon Interests
Houston,
Texas
|
$225K
|
-$6.31K
|
-6
|
-3%
|
|
|
1968
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$224K
|
+$245K
|
+233
|
New
|
|
|
1969
|
Echo45 Advisors
Walnut Creek,
California
|
$223K
|
-$388K
|
-369
|
-61%
|
|
|
1970
|
Private Management Group
Irvine,
California
|
$223K
|
–
|
–
|
–
|
|
|
1971
|
Financial Council
Towson,
Maryland
|
$222K
|
–
|
–
|
–
|
|
|
1972
|
Wayfinding Financial
Lynnwood,
Washington
|
$222K
|
–
|
–
|
–
|
|
|
1973
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$221K
|
–
|
–
|
–
|
|
|
1974
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$221K
|
+$21K
|
+20
|
+10%
|
|
|
1975
|
|
$221K
|
–
|
–
|
–
|
|
