|
1951
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$13K
|
+$14.1K
|
+77
|
New
|
|
|
1952
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
1953
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$12K
|
+$3.1K
|
+17
|
+30%
|
|
|
1954
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$12K
|
+$12.8K
|
+70
|
New
|
|
|
1955
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$11K
|
-$8.22K
|
-45
|
-38%
|
|
|
1956
|
Belmont Capital
Los Angeles,
California
|
$11K
|
–
|
–
|
–
|
|
|
1957
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$11K
|
+$1.28K
|
+7
|
+11%
|
|
|
1958
|
Financial Management Professionals
Austin,
Texas
|
$11K
|
+$1.83K
|
+10
|
+17%
|
|
|
1959
|
Credential Qtrade Securities
Vancouver,
|
$11K
|
–
|
–
|
–
|
|
|
1960
|
Bellwether Advisors
Lincoln,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
1961
|
Raffa Wealth Management
Washington,
District of Columbia
|
$9.68K
|
–
|
–
|
–
|
|
|
1962
|
Kelly Financial Services
Braintree,
Massachusetts
|
$8.7K
|
–
|
–
|
–
|
|
|
1963
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$8K
|
-$2.98M
|
-16,339
|
-100%
|
|
|
1964
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$7K
|
–
|
–
|
–
|
|
|
1965
|
TD Capital Management
Memphis,
Tennessee
|
$7K
|
+$7.49K
|
+41
|
New
|
|
|
1966
|
Arlington Partners
Birmingham,
Alabama
|
$6K
|
–
|
–
|
–
|
|
|
1967
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$6K
|
+$6.76K
|
+37
|
New
|
|
|
1968
|
Tucker Asset Management
Littleton,
Colorado
|
$5.41K
|
+$4.57K
|
+25
|
New
|
|
|
1969
|
Iron Horse Wealth Management
Johston,
Iowa
|
$5K
|
-$15.7K
|
-86
|
-74%
|
|
|
1970
|
Destiny Wealth Partners
Tavares,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
1971
|
Macroview Investment Management
Bethesda,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
1972
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$5K
|
–
|
–
|
–
|
|
|
1973
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
1974
|
Abound Wealth Management
Franklin,
Tennessee
|
$4.94K
|
+$5.48K
|
+30
|
New
|
|
|
1975
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.76K
|
-$18.3K
|
-100
|
-78%
|
|
