|
1951
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$4K
|
-$157K
|
-1,870
|
-97%
|
|
|
1952
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$3.92K
|
+$4.19K
|
+50
|
New
|
|
|
1953
|
Robbins Farley
Bedford,
New Hampshire
|
$2.82K
|
+$3.01K
|
+36
|
New
|
|
|
1954
|
Rise Advisors
Rochester,
New York
|
$2.56K
|
+$84
|
+1
|
+3%
|
|
|
1955
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$2.35K
|
+$2.51K
|
+30
|
New
|
|
|
1956
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$2.35K
|
+$2.51K
|
+30
|
New
|
|
|
1957
|
Retirement Group
San Diego,
California
|
$2.19K
|
-$1.93K
|
-23
|
-45%
|
|
|
1958
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$2.19K
|
–
|
–
|
–
|
|
|
1959
|
Magnolia Capital Management
Cold Spring,
New York
|
$2K
|
–
|
–
|
–
|
|
|
1960
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.85K
|
+$1.76K
|
+21
|
New
|
|
|
1961
|
New Millennium Group
Sandy,
Utah
|
$1.74K
|
–
|
–
|
–
|
|
|
1962
|
Country Trust Bank
Bloomington,
Illinois
|
$1.25K
|
–
|
–
|
–
|
|
|
1963
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.02K
|
+$1.09K
|
+13
|
New
|
|
|
1964
|
ClariVest Asset Management
San Diego,
California
|
$1K
|
+$586
|
+7
|
New
|
|
|
1965
|
Briaud Financial Planning
College Station,
Texas
|
$1K
|
+$2.01K
|
+24
|
New
|
|
|
1966
|
True Wealth Design
Akron,
Ohio
|
$862
|
–
|
–
|
–
|
|
|
1967
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$784
|
–
|
–
|
–
|
|
|
1968
|
Maryland Capital Advisors
Chester,
Maryland
|
$784
|
–
|
–
|
–
|
|
|
1969
|
Macroview Investment Management
Bethesda,
Maryland
|
$706
|
+$753
|
+9
|
New
|
|
|
1970
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$705
|
–
|
–
|
–
|
|
|
1971
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$705
|
–
|
–
|
–
|
|
|
1972
|
Cedar Wealth Management
Walnut Creek,
California
|
$549
|
-$921
|
-11
|
-61%
|
|
|
1973
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$111
|
–
|
–
|
–
|
|
|
1974
|
Column Capital Advisors
Indianapolis,
Indiana
|
$78
|
–
|
–
|
–
|
|
|
1975
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$131M
|
-1,489,800
|
Closed
|
|
