|
1951
|
Westside Investment Management
Santa Monica,
California
|
$509K
|
+$50.6K
|
+185
|
+12%
|
|
|
1952
|
Calton & Associates
Tampa,
Florida
|
$509K
|
+$185K
|
+677
|
+67%
|
|
|
1953
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$508K
|
-$38K
|
-139
|
-8%
|
|
|
1954
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$508K
|
–
|
–
|
–
|
|
|
1955
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$507K
|
-$1.37K
|
-5
|
-0.3%
|
|
|
1956
|
Townsend & Associates
Westminster,
Colorado
|
$506K
|
–
|
–
|
–
|
|
|
1957
|
WBH Advisory
Baltimore,
Maryland
|
$506K
|
+$4.92K
|
+18
|
+1%
|
|
|
1958
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$505K
|
+$6.56K
|
+24
|
+1%
|
|
|
1959
|
GatePass Capital
Independence,
Ohio
|
$505K
|
-$820
|
-3
|
-0.2%
|
|
|
1960
|
Frisch Financial Group
Melville,
New York
|
$505K
|
-$10.1K
|
-37
|
-2%
|
|
|
1961
|
Patten Group
Chattanooga,
Tennessee
|
$504K
|
-$37.2K
|
-136
|
-8%
|
|
|
1962
|
Apexium Financial
Dallas,
Texas
|
$503K
|
-$71.1K
|
-260
|
-13%
|
|
|
1963
|
|
$502K
|
-$56M
|
-205,003
|
-99%
|
|
|
1964
|
Darwin Wealth Management
Tampa,
Florida
|
$501K
|
+$3.55K
|
+13
|
+0.8%
|
|
|
1965
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$500K
|
–
|
–
|
–
|
|
|
1966
|
Close Asset Management
London,
United Kingdom
|
$500K
|
-$160K
|
-585
|
-26%
|
|
|
1967
|
SGL Investment Advisors
Missoula,
Montana
|
$499K
|
-$58.8K
|
-215
|
-12%
|
|
|
1968
|
TCFG Wealth Management
Laguna Niguel,
California
|
$499K
|
+$20.8K
|
+76
|
+5%
|
|
|
1969
|
Hamilton Capital Partners
Atlanta,
Georgia
|
$498K
|
–
|
–
|
–
|
|
|
1970
|
Optima Capital
Beaverton,
Oregon
|
$497K
|
+$547
|
+2
|
+0.1%
|
|
|
1971
|
KEB Asset Management
Springfield,
Illinois
|
$493K
|
-$2.46K
|
-9
|
-0.5%
|
|
|
1972
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$492K
|
–
|
–
|
–
|
|
|
1973
|
Nemes Rush Group
Novi,
Michigan
|
$492K
|
+$547
|
+2
|
+0.1%
|
|
|
1974
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$492K
|
–
|
–
|
–
|
|
|
1975
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$492K
|
-$547
|
-2
|
-0.1%
|
|
