|
1951
|
Longview Asset Management (California)
San Rafael,
California
|
$560K
|
+$599K
|
+1,545
|
New
|
|
|
1952
|
Citizens Business Bank
Ontario,
California
|
$560K
|
-$384K
|
-989
|
-64%
|
|
|
1953
|
SAM Advisors
Oakhurst,
California
|
$559K
|
–
|
–
|
–
|
|
|
1954
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$558K
|
-$1.22M
|
-3,140
|
-67%
|
|
|
1955
|
TrinityPoint Wealth
Milford,
Connecticut
|
$558K
|
+$16.3K
|
+42
|
+3%
|
|
|
1956
|
DnB Asset Management
Oslo,
Norway
|
$557K
|
+$114K
|
+293
|
+24%
|
|
|
1957
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$556K
|
-$42.3K
|
-109
|
-7%
|
|
|
1958
|
MRA Advisory Group
Parsippany,
New Jersey
|
$556K
|
+$12K
|
+31
|
+2%
|
|
|
1959
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$556K
|
+$595K
|
+1,533
|
New
|
|
|
1960
|
Affinity Capital Advisors
Berkeley,
California
|
$556K
|
+$1.16K
|
+3
|
+0.2%
|
|
|
1961
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$556K
|
-$8.72M
|
-22,486
|
-94%
|
|
|
1962
|
Kaizen Financial Strategies
Campbell,
California
|
$555K
|
+$1.16K
|
+3
|
+0.2%
|
|
|
1963
|
Olistico Wealth
Tulsa,
Oklahoma
|
$555K
|
–
|
–
|
–
|
|
|
1964
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$554K
|
+$8.53K
|
+22
|
+1%
|
|
|
1965
|
Sepio Capital
Salt Lake City,
Utah
|
$553K
|
-$18.2K
|
-47
|
-3%
|
|
|
1966
|
Tectonic Advisors
Frisco,
Texas
|
$553K
|
-$8.92K
|
-23
|
-1%
|
|
|
1967
|
Integrity Alliance
Urbandale,
Iowa
|
$553K
|
+$591K
|
+1,523
|
New
|
|
|
1968
|
Strategic Equity Management
Tucson,
Arizona
|
$551K
|
+$4.27K
|
+11
|
+0.7%
|
|
|
1969
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$551K
|
-$16.7K
|
-43
|
-3%
|
|
|
1970
|
Doliver Advisors
Houston,
Texas
|
$551K
|
–
|
–
|
–
|
|
|
1971
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$550K
|
+$3.88K
|
+10
|
+0.7%
|
|
|
1972
|
Armis Advisers
Atlanta,
Georgia
|
$549K
|
+$586K
|
+1,512
|
New
|
|
|
1973
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$548K
|
–
|
–
|
–
|
|
|
1974
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$547K
|
–
|
–
|
–
|
|
|
1975
|
TFB Advisors
Overland Park,
Kansas
|
$547K
|
-$15.1K
|
-39
|
-3%
|
|
