|
1951
|
EnRich Financial Partners
Madison,
Wisconsin
|
$11.5K
|
+$11K
|
+136
|
New
|
|
|
1952
|
Red Tortoise LLC
Atlanta,
Georgia
|
$11.2K
|
+$3.22K
|
+40
|
+43%
|
|
|
1953
|
Pathway Financial Advisers
Auburn,
Indiana
|
$11.1K
|
+$3.87K
|
+48
|
+57%
|
|
|
1954
|
Rogco LP
Claremore,
Oklahoma
|
$11.1K
|
–
|
–
|
–
|
|
|
1955
|
Raleigh Capital Management
Cary,
North Carolina
|
$11.1K
|
+$10.6K
|
+132
|
New
|
|
|
1956
|
Iron Horse Wealth Management
Johston,
Iowa
|
$10.1K
|
–
|
–
|
–
|
|
|
1957
|
Tucker Asset Management
Littleton,
Colorado
|
$10.1K
|
+$5.8K
|
+72
|
+150%
|
|
|
1958
|
CGC Financial Services
Lake Oswego,
Oregon
|
$9.77K
|
–
|
–
|
–
|
|
|
1959
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$9.44K
|
–
|
–
|
–
|
|
|
1960
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$9K
|
–
|
–
|
–
|
|
|
1961
|
Broadwater Capital
Boston,
Massachusetts
|
$8.43K
|
–
|
–
|
–
|
|
|
1962
|
Retirement Group
San Diego,
California
|
$7.08K
|
–
|
–
|
–
|
|
|
1963
|
First Community Trust
Dubuque,
Iowa
|
$6.74K
|
–
|
–
|
–
|
|
|
1964
|
Kelly Financial Services
Braintree,
Massachusetts
|
$6.4K
|
–
|
–
|
–
|
|
|
1965
|
Toth Financial Advisory
Leesburg,
Virginia
|
$5.73K
|
–
|
–
|
–
|
|
|
1966
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$5.39K
|
-$5.8K
|
-72
|
-53%
|
|
|
1967
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5.06K
|
–
|
–
|
–
|
|
|
1968
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$4.72K
|
–
|
–
|
–
|
|
|
1969
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4.21K
|
+$322
|
+4
|
+8%
|
|
|
1970
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$2.02K
|
–
|
–
|
–
|
|
|
1971
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.01K
|
–
|
–
|
–
|
|
|
1972
|
Bangor Savings Bank
Bangor,
Maine
|
$337
|
–
|
–
|
–
|
|
|
1973
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$37.5M
|
-494,180
|
Closed
|
|
|
1974
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
–
|
-$25.2M
|
-332,548
|
Closed
|
|
|
1975
|
ClearBridge Investments
New York
|
–
|
-$21.2M
|
-280,072
|
Closed
|
|
