|
1951
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$18K
|
–
|
–
|
–
|
|
|
1952
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$17K
|
–
|
–
|
–
|
|
|
1953
|
Bogart Wealth LLC
Mclean,
Virginia
|
$17K
|
–
|
–
|
–
|
|
|
1954
|
Virtus ETF Advisers
New York
|
$17K
|
+$16.2K
|
+425
|
New
|
|
|
1955
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$16K
|
-$131K
|
-3,440
|
-90%
|
|
|
1956
|
First Personal Financial Services
Charlotte,
North Carolina
|
$16K
|
+$12.2K
|
+320
|
+376%
|
|
|
1957
|
Essex Investment Management
Boston,
Massachusetts
|
$15K
|
+$14.7K
|
+387
|
New
|
|
|
1958
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$14.7K
|
–
|
–
|
–
|
|
|
1959
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$14K
|
-$34.3K
|
-900
|
-72%
|
|
|
1960
|
Enterprise Trust & Investment
Los Gatos,
California
|
$14K
|
–
|
–
|
–
|
|
|
1961
|
Manchester Financial
Westlake Village,
California
|
$14K
|
–
|
–
|
–
|
|
|
1962
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$13K
|
–
|
–
|
–
|
|
|
1963
|
Ninety One (UK)
London,
United Kingdom
|
$12K
|
-$3.99M
|
-104,734
|
-100%
|
|
|
1964
|
Pin Oak Investment Advisors
Houston,
Texas
|
$12K
|
–
|
–
|
–
|
|
|
1965
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$12K
|
–
|
–
|
–
|
|
|
1966
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$12K
|
+$11.7K
|
+308
|
New
|
|
|
1967
|
NWK Group
San Francisco,
California
|
$12K
|
+$12.1K
|
+317
|
New
|
|
|
1968
|
Fusion Family Wealth
Woodbury,
New York
|
$10K
|
-$40.1K
|
-1,054
|
-81%
|
|
|
1969
|
MV Capital Management
Bethesda,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
1970
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$10K
|
+$381
|
+10
|
+4%
|
|
|
1971
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
1972
|
Steph & Co
Marinette,
Wisconsin
|
$9K
|
–
|
–
|
–
|
|
|
1973
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$9K
|
–
|
–
|
–
|
|
|
1974
|
HBC Financial Services
Seattle,
Washington
|
$8K
|
-$32K
|
-840
|
-74%
|
|
|
1975
|
PrairieView Partners
St. Paul,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
