|
1951
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$269K
|
–
|
–
|
–
|
|
|
1952
|
Steph & Co
Marinette,
Wisconsin
|
$268K
|
-$29.5K
|
-81
|
-10%
|
|
|
1953
|
Klingman & Associates
New York
|
$268K
|
-$29.1K
|
-80
|
-10%
|
|
|
1954
|
Ironwood Investment Management
Boston,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
1955
|
First Foundation Advisors
Irvine,
California
|
$268K
|
+$364
|
+1
|
+0.1%
|
|
|
1956
|
21 West Wealth Management
Tustin,
California
|
$266K
|
–
|
–
|
–
|
|
|
1957
|
Fountainhead AM
Warren,
New Jersey
|
$265K
|
-$1.09K
|
-3
|
-0.4%
|
|
|
1958
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$264K
|
-$49.8K
|
-137
|
-16%
|
|
|
1959
|
|
$264K
|
+$256K
|
+705
|
New
|
|
|
1960
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$264K
|
–
|
–
|
–
|
|
|
1961
|
Inlet Private Wealth
Jupiter,
Florida
|
$264K
|
+$4.73K
|
+13
|
+2%
|
|
|
1962
|
Safeguard Investment Advisory Group
Corona,
California
|
$263K
|
-$116K
|
-318
|
-31%
|
|
|
1963
|
MN Wealth Advisors
Overland Park,
Kansas
|
$263K
|
-$258K
|
-709
|
-50%
|
|
|
1964
|
Bridgefront Capital
Austin,
Texas
|
$263K
|
+$256K
|
+703
|
New
|
|
|
1965
|
BSW Wealth Partners
Boulder,
Colorado
|
$262K
|
+$12.7K
|
+35
|
+5%
|
|
|
1966
|
AXQ Capital
Jersey City,
New Jersey
|
$262K
|
+$254K
|
+699
|
New
|
|
|
1967
|
GW&K Investment Management
Boston,
Massachusetts
|
$261K
|
+$4.73K
|
+13
|
+2%
|
|
|
1968
|
Cascade Financial Partners
San Diego,
California
|
$260K
|
+$36.4K
|
+100
|
+17%
|
|
|
1969
|
Fiduciary Family Office
Boca Raton,
Florida
|
$259K
|
+$13.5K
|
+37
|
+6%
|
|
|
1970
|
SCS Capital Management
Boston,
Massachusetts
|
$259K
|
-$848K
|
-2,331
|
-77%
|
|
|
1971
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$259K
|
+$18.2K
|
+50
|
+8%
|
|
|
1972
|
GHP Investment Advisors
Denver,
Colorado
|
$258K
|
–
|
–
|
–
|
|
|
1973
|
Liberty Wealth Management
Oakland,
California
|
$258K
|
+$250K
|
+688
|
New
|
|
|
1974
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$257K
|
+$4.37K
|
+12
|
+2%
|
|
|
1975
|
Opulen Financial Group
Arlington,
Virginia
|
$256K
|
+$9.46K
|
+26
|
+4%
|
|
