|
1951
|
McLean Asset Management
Tysons,
Virginia
|
$255K
|
+$170
|
+3
|
+0.1%
|
|
|
1952
|
Red Lighthouse Investment Management
New York
|
$255K
|
–
|
–
|
–
|
|
|
1953
|
L.J. Altfest & Co
New York
|
$254K
|
+$510
|
+9
|
+0.2%
|
|
|
1954
|
Capital Insight Partners
Scottsdale,
Arizona
|
$253K
|
+$5.95K
|
+105
|
+3%
|
|
|
1955
|
Trademark Financial Management
Bloomington,
Minnesota
|
$250K
|
-$12.5K
|
-221
|
-5%
|
|
|
1956
|
LVW Advisors
Pittsford,
New York
|
$249K
|
-$19K
|
-335
|
-8%
|
|
|
1957
|
Madden Securities
Dallas,
Texas
|
$247K
|
-$238K
|
-4,195
|
-51%
|
|
|
1958
|
Detalus Advisors
St. Louis,
Missouri
|
$247K
|
-$1.98K
|
-35
|
-0.9%
|
|
|
1959
|
Barclays
London,
United Kingdom
|
$247K
|
-$161K
|
-2,850
|
-41%
|
|
|
1960
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
1961
|
Clark Asset Management
Stratham,
New Hampshire
|
$246K
|
–
|
–
|
–
|
|
|
1962
|
Mengis Capital Management
Portland,
Oregon
|
$245K
|
+$4.02K
|
+71
|
+2%
|
|
|
1963
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$243K
|
+$227K
|
+4,001
|
New
|
|
|
1964
|
Mainsail Asset Management
Birmingham,
Alabama
|
$243K
|
–
|
–
|
–
|
|
|
1965
|
Summitry LLC
Foster City,
California
|
$243K
|
+$226K
|
+4,000
|
New
|
|
|
1966
|
LongView Wealth Management
Atlanta,
Georgia
|
$243K
|
+$6.62K
|
+117
|
+3%
|
|
|
1967
|
Liberty Wealth Management
Oakland,
California
|
$242K
|
+$226K
|
+3,989
|
New
|
|
|
1968
|
Focused Wealth Management
Newburgh,
New York
|
$242K
|
+$340
|
+6
|
+0.2%
|
|
|
1969
|
Ceera Investments
Bellaire,
Texas
|
$241K
|
–
|
–
|
–
|
|
|
1970
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$241K
|
+$225K
|
+3,975
|
New
|
|
|
1971
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$241K
|
–
|
–
|
–
|
|
|
1972
|
Elevated Capital Advisors
Sandy,
Utah
|
$241K
|
+$679
|
+12
|
+0.3%
|
|
|
1973
|
Chemistry Wealth Management
New York
|
$239K
|
–
|
–
|
–
|
|
|
1974
|
Idaho Trust Bank
Boise,
Idaho
|
$239K
|
-$8.13M
|
-143,677
|
-97%
|
|
|
1975
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$239K
|
+$223K
|
+3,933
|
New
|
|
