|
1951
|
Sollinda Capital Management
Miami,
Florida
|
$317K
|
+$289K
|
+1,602
|
New
|
|
|
1952
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$315K
|
+$1.62K
|
+9
|
+0.6%
|
|
|
1953
|
Investment House LLC
Redondo Beach,
California
|
$315K
|
–
|
–
|
–
|
|
|
1954
|
Stone Summit Wealth
Miami,
Florida
|
$315K
|
–
|
–
|
–
|
|
|
1955
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$315K
|
+$287K
|
+1,592
|
New
|
|
|
1956
|
Regatta Capital Group
El Segundo,
California
|
$314K
|
-$541
|
-3
|
-0.2%
|
|
|
1957
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$314K
|
+$20.7K
|
+115
|
+8%
|
|
|
1958
|
Detalus Advisors
St. Louis,
Missouri
|
$313K
|
-$19.3K
|
-107
|
-6%
|
|
|
1959
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$313K
|
+$286K
|
+1,585
|
New
|
|
|
1960
|
Financial Engines Advisors
Santa Clara,
California
|
$313K
|
+$286K
|
+1,585
|
New
|
|
|
1961
|
Lodestar Private Asset Management
Alamo,
California
|
$312K
|
-$9.56K
|
-53
|
-3%
|
|
|
1962
|
Kanawha Capital Management
Richmond,
Virginia
|
$312K
|
+$5.95K
|
+33
|
+2%
|
|
|
1963
|
LVW Advisors
Pittsford,
New York
|
$312K
|
+$21.8K
|
+121
|
+8%
|
|
|
1964
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$312K
|
-$15K
|
-83
|
-5%
|
|
|
1965
|
RCS Financial Planning
Annapolis,
Maryland
|
$311K
|
+$901
|
+5
|
+0.3%
|
|
|
1966
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$311K
|
-$8.84K
|
-49
|
-3%
|
|
|
1967
|
Carr Financial Group
Worcester,
Massachusetts
|
$310K
|
–
|
–
|
–
|
|
|
1968
|
Warner Financial
Bethesda,
Maryland
|
$309K
|
+$1.26K
|
+7
|
+0.5%
|
|
|
1969
|
Oxbow Advisors
Austin,
Texas
|
$309K
|
+$4.51K
|
+25
|
+2%
|
|
|
1970
|
Pacific Center for Financial Services
San Ramon,
California
|
$308K
|
–
|
–
|
–
|
|
|
1971
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$307K
|
+$54.1K
|
+300
|
+24%
|
|
|
1972
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$306K
|
-$10.8K
|
-60
|
-4%
|
|
|
1973
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$306K
|
+$68.5K
|
+380
|
+33%
|
|
|
1974
|
State of Wyoming
Cheyenne,
Wyoming
|
$306K
|
+$128K
|
+711
|
+85%
|
|
|
1975
|
Seelaus Asset Management
Chatham,
New Jersey
|
$306K
|
+$42K
|
+233
|
+18%
|
|
