|
1951
|
PrairieView Partners
St. Paul,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
1952
|
Annapolis Financial Services
Annapolis,
Maryland
|
$8.52K
|
–
|
–
|
–
|
|
|
1953
|
Painted Porch Advisors
Santa Barbara,
California
|
$8.42K
|
–
|
–
|
–
|
|
|
1954
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$8.17K
|
–
|
–
|
–
|
|
|
1955
|
Aspect Partners
Fairfax,
Virginia
|
$7.09K
|
+$1.26K
|
+25
|
+22%
|
|
|
1956
|
Penserra Capital Management
Orinda,
California
|
$7K
|
–
|
–
|
–
|
|
|
1957
|
Northwest Financial Advisors
Herndon,
Virginia
|
$6.63K
|
+$6.57K
|
+130
|
New
|
|
|
1958
|
Anfield Capital Management
Irvine,
California
|
$6.33K
|
–
|
–
|
–
|
|
|
1959
|
Abound Wealth Management
Franklin,
Tennessee
|
$5.83K
|
+$2.83K
|
+56
|
+97%
|
|
|
1960
|
Country Trust Bank
Bloomington,
Illinois
|
$5.61K
|
–
|
–
|
–
|
|
|
1961
|
Red Tortoise LLC
Atlanta,
Georgia
|
$5.1K
|
–
|
–
|
–
|
|
|
1962
|
Hara Capital
Bellevue,
Washington
|
$5.1K
|
+$5.05K
|
+100
|
New
|
|
|
1963
|
Robinswood Financial
Kirkland,
Washington
|
$5.1K
|
+$5.05K
|
+100
|
New
|
|
|
1964
|
WealthCollab
Bellevue,
Washington
|
$4.54K
|
+$3.39K
|
+67
|
+305%
|
|
|
1965
|
Highline Wealth Partners
Sherman Oaks,
California
|
$4.49K
|
+$2.58K
|
+51
|
+138%
|
|
|
1966
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4.46K
|
–
|
–
|
–
|
|
|
1967
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$4.03K
|
–
|
–
|
–
|
|
|
1968
|
Financial Network Wealth Advisors
Murray,
Utah
|
$3.93K
|
+$1.11K
|
+22
|
+40%
|
|
|
1969
|
Swan Capital
Pensacola,
Florida
|
$3.83K
|
-$3.79K
|
-75
|
-50%
|
|
|
1970
|
Tucker Asset Management
Littleton,
Colorado
|
$3.57K
|
-$121K
|
-2,385
|
-97%
|
|
|
1971
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$3.57K
|
–
|
–
|
–
|
|
|
1972
|
Frazier Financial Advisors
Columbus,
Ohio
|
$3.52K
|
-$35.2K
|
-696
|
-91%
|
|
|
1973
|
Altshuler Shaham
Tel Aviv,
Israel
|
$3.52K
|
-$18.9K
|
-374
|
-84%
|
|
|
1974
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$3.06K
|
–
|
–
|
–
|
|
|
1975
|
HBC Financial Services
Seattle,
Washington
|
$3K
|
–
|
–
|
–
|
|
