|
1951
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$369K
|
–
|
–
|
–
|
|
|
1952
|
ExodusPoint Capital Management
New York
|
$369K
|
-$785K
|
-3,193
|
-68%
|
|
|
1953
|
Asset One Wealth Management
Bellevue,
Washington
|
$368K
|
+$345K
|
+1,404
|
New
|
|
|
1954
|
Austin Wealth Management
Austin,
Texas
|
$368K
|
–
|
–
|
–
|
|
|
1955
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$367K
|
-$4.92K
|
-20
|
-1%
|
|
|
1956
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$367K
|
+$3.93K
|
+16
|
+1%
|
|
|
1957
|
Smart Portfolios LLC
Seattle,
Washington
|
$366K
|
+$24.3K
|
+99
|
+7%
|
|
|
1958
|
Charles Schwab Trust
Henderson,
Nevada
|
$364K
|
+$4.92K
|
+20
|
+1%
|
|
|
1959
|
Daner Wealth Management
Alpharetta,
Georgia
|
$363K
|
–
|
–
|
–
|
|
|
1960
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$363K
|
+$246
|
+1
|
+0.1%
|
|
|
1961
|
G2 Capital Management
Columbus,
Ohio
|
$362K
|
–
|
–
|
–
|
|
|
1962
|
Strategic Equity Management
Tucson,
Arizona
|
$361K
|
+$361K
|
+1,468
|
New
|
|
|
1963
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$361K
|
–
|
–
|
–
|
|
|
1964
|
Seelaus Asset Management
Chatham,
New Jersey
|
$360K
|
+$18.4K
|
+75
|
+5%
|
|
|
1965
|
Denver PWM
Denver,
Colorado
|
$358K
|
–
|
–
|
–
|
|
|
1966
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$358K
|
+$128K
|
+522
|
New
|
|
|
1967
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$357K
|
+$492
|
+2
|
+0.1%
|
|
|
1968
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$355K
|
-$12.9M
|
-52,446
|
-97%
|
|
|
1969
|
Omega Financial Group
Santa Barbara,
California
|
$354K
|
+$492
|
+2
|
+0.1%
|
|
|
1970
|
Shrier Wealth Management
Los Angeles,
California
|
$353K
|
+$353K
|
+1,435
|
New
|
|
|
1971
|
Elevation Wealth Partners
Santa Rosa,
California
|
$353K
|
–
|
–
|
–
|
|
|
1972
|
Friedenthal Financial
Marlton,
New Jersey
|
$353K
|
-$36.1K
|
-147
|
-9%
|
|
|
1973
|
KW Wealth Management
Sacramento,
California
|
$353K
|
+$15.2K
|
+62
|
+5%
|
|
|
1974
|
Jackson Square Capital
San Francisco,
California
|
$352K
|
-$4.31M
|
-17,534
|
-92%
|
|
|
1975
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$352K
|
+$96.1K
|
+391
|
+38%
|
|
