|
1951
|
Arrowroot Family Office
Marina Del Rey,
California
|
$300K
|
+$67.9K
|
+155
|
+31%
|
|
|
1952
|
Nomura Holdings
Tokyo,
Japan
|
$299K
|
-$2.47M
|
-5,641
|
-90%
|
|
|
1953
|
Collective Family Office
York,
Pennsylvania
|
$299K
|
+$42.1K
|
+96
|
+17%
|
|
|
1954
|
Fulcrum Equity Management
Plano,
Texas
|
$299K
|
-$9.64K
|
-22
|
-3%
|
|
|
1955
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$298K
|
+$92.9K
|
+212
|
+48%
|
|
|
1956
|
Terra Nova Asset Management
New York
|
$298K
|
-$19.3K
|
-44
|
-6%
|
|
|
1957
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$298K
|
–
|
–
|
–
|
|
|
1958
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$297K
|
+$11.4K
|
+26
|
+4%
|
|
|
1959
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$297K
|
-$5.26K
|
-12
|
-2%
|
|
|
1960
|
Journey Strategic Wealth
Summit,
New Jersey
|
$296K
|
–
|
–
|
–
|
|
|
1961
|
North Star Investment Management
Chicago,
Illinois
|
$296K
|
+$219K
|
+500
|
+331%
|
|
|
1962
|
Benedetti & Gucer
Atlanta,
Georgia
|
$296K
|
-$69.7K
|
-159
|
-20%
|
|
|
1963
|
Ingalls & Snyder LLC
New York
|
$296K
|
–
|
–
|
–
|
|
|
1964
|
Spirit of America Management Corp
Syosset,
New York
|
$296K
|
–
|
–
|
–
|
|
|
1965
|
Rock Point Advisors
Burlington,
Vermont
|
$296K
|
+$21.9K
|
+50
|
+8%
|
|
|
1966
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
1967
|
Adell Harriman & Carpenter
Houston,
Texas
|
$295K
|
-$1.75K
|
-4
|
-0.6%
|
|
|
1968
|
Howard Financial Services
Dallas,
Texas
|
$295K
|
+$34.2K
|
+78
|
+14%
|
|
|
1969
|
Operose Advisors
Milwaukee,
Wisconsin
|
$292K
|
+$234K
|
+535
|
+500%
|
|
|
1970
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$292K
|
+$25.4K
|
+58
|
+10%
|
|
|
1971
|
MJP Associates
Farmington,
Connecticut
|
$291K
|
+$280K
|
+639
|
New
|
|
|
1972
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$290K
|
+$15.3K
|
+35
|
+6%
|
|
|
1973
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$290K
|
+$4.38K
|
+10
|
+2%
|
|
|
1974
|
|
$289K
|
-$3.94K
|
-9
|
-1%
|
|
|
1975
|
ACAS LLC
Rancho Santa Fe,
California
|
$289K
|
–
|
–
|
–
|
|
