|
1951
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$40K
|
+$219
|
+3
|
+0.6%
|
|
|
1952
|
PrairieView Partners
St. Paul,
Minnesota
|
$37K
|
-$146
|
-2
|
-0.4%
|
|
|
1953
|
Firestone Capital Management
Coral Gables,
Florida
|
$35K
|
+$146
|
+2
|
+0.4%
|
|
|
1954
|
Solstein Capital
Menlo Park,
California
|
$35K
|
+$33.9K
|
+465
|
New
|
|
|
1955
|
Liberty Wealth Management
Oakland,
California
|
$34K
|
–
|
–
|
–
|
|
|
1956
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$33K
|
-$39.1K
|
-537
|
-55%
|
|
|
1957
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$31.2K
|
-$359K
|
-4,930
|
-1%
|
|
|
1958
|
Versant Capital Management
Phoenix,
Arizona
|
$31K
|
–
|
–
|
–
|
|
|
1959
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$30.1K
|
+$29.1K
|
+400
|
New
|
|
|
1960
|
Avior Wealth Management
Omaha,
Nebraska
|
$30K
|
-$1.68K
|
-23
|
-5%
|
|
|
1961
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$27K
|
–
|
–
|
–
|
|
|
1962
|
Column Capital Advisors
Indianapolis,
Indiana
|
$26K
|
+$7.28K
|
+100
|
+42%
|
|
|
1963
|
Neo Ivy Capital Management
New York
|
$25K
|
-$915K
|
-12,561
|
-97%
|
|
|
1964
|
Front Row Advisors
Tiburon,
California
|
$25K
|
–
|
–
|
–
|
|
|
1965
|
Kelly Financial Services
Braintree,
Massachusetts
|
$23.3K
|
+$2.04K
|
+28
|
+10%
|
|
|
1966
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$21K
|
+$4.3K
|
+59
|
+27%
|
|
|
1967
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$20K
|
-$28.4K
|
-390
|
-59%
|
|
|
1968
|
Pacific Center for Financial Services
San Ramon,
California
|
$19K
|
–
|
–
|
–
|
|
|
1969
|
Resolute Advisors
San Francisco,
California
|
$18K
|
+$22.3K
|
+306
|
New
|
|
|
1970
|
Halpern Financial
Ashburn,
Virginia
|
$17.2K
|
+$10.6K
|
+146
|
+176%
|
|
|
1971
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$17K
|
-$27.5K
|
-377
|
-63%
|
|
|
1972
|
Retirement Group
San Diego,
California
|
$16K
|
-$219
|
-3
|
-1%
|
|
|
1973
|
MV Capital Management
Bethesda,
Maryland
|
$15K
|
+$2.19K
|
+30
|
+17%
|
|
|
1974
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$14.2K
|
+$73
|
+1
|
+0.5%
|
|
|
1975
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$14K
|
-$6.85K
|
-94
|
-35%
|
|
