|
1951
|
Peregrine Asset Advisers
Portland,
Oregon
|
$325K
|
–
|
–
|
–
|
|
|
1952
|
Clearview Wealth Advisors
Salem,
Oregon
|
$324K
|
-$13.4K
|
-69
|
-4%
|
|
|
1953
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$324K
|
-$30.6K
|
-158
|
-9%
|
|
|
1954
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$324K
|
+$27.9K
|
+144
|
+9%
|
|
|
1955
|
North Star Asset Management
Neenah,
Wisconsin
|
$324K
|
–
|
–
|
–
|
|
|
1956
|
Crumly & Associates
Springfield,
Illinois
|
$322K
|
+$12.2K
|
+63
|
+4%
|
|
|
1957
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$322K
|
-$12.6K
|
-65
|
-4%
|
|
|
1958
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$321K
|
+$5.24K
|
+27
|
+2%
|
|
|
1959
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$321K
|
–
|
–
|
–
|
|
|
1960
|
Central Valley Advisors
Sacramento,
California
|
$320K
|
+$319K
|
+1,645
|
New
|
|
|
1961
|
ProVise Management Group
Clearwater,
Florida
|
$319K
|
-$16.7K
|
-86
|
-5%
|
|
|
1962
|
GGM Financials
Columbus,
Ohio
|
$318K
|
+$1.75K
|
+9
|
+0.6%
|
|
|
1963
|
Wolverine Trading
Chicago,
Illinois
|
$318K
|
-$2.54M
|
-13,110
|
-89%
|
|
|
1964
|
Detalus Advisors
St. Louis,
Missouri
|
$318K
|
-$34.9K
|
-180
|
-10%
|
|
|
1965
|
Rockline Wealth Management
Plainview,
New York
|
$316K
|
–
|
–
|
–
|
|
|
1966
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$316K
|
+$1.55K
|
+8
|
+0.5%
|
|
|
1967
|
Element Wealth
Ridgeland,
Mississippi
|
$314K
|
+$24.4K
|
+126
|
+8%
|
|
|
1968
|
Sargent Investment Group
Bethesda,
Maryland
|
$314K
|
-$6.79K
|
-35
|
-2%
|
|
|
1969
|
Atlas Brown
Louisville,
Kentucky
|
$314K
|
-$92.9K
|
-479
|
-23%
|
|
|
1970
|
Colonial River Investments
Midlothian,
Virginia
|
$313K
|
+$312K
|
+1,608
|
New
|
|
|
1971
|
Channel Wealth
Santa Barbara,
California
|
$313K
|
-$2.71K
|
-14
|
-0.9%
|
|
|
1972
|
United Community Bank
Greenville,
South Carolina
|
$313K
|
+$14.5K
|
+75
|
+5%
|
|
|
1973
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$313K
|
-$1.94K
|
-10
|
-0.6%
|
|
|
1974
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$311K
|
–
|
–
|
–
|
|
|
1975
|
Telos Capital Management
San Diego,
California
|
$311K
|
-$89.6K
|
-462
|
-22%
|
|
