|
1951
|
First Financial Corp
Terre Haute,
Indiana
|
$229K
|
–
|
–
|
–
|
|
|
1952
|
Ceeto Capital Group
Coral Gables,
Florida
|
$229K
|
-$19.8K
|
-328
|
-8%
|
|
|
1953
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$229K
|
-$423
|
-7
|
-0.2%
|
|
|
1954
|
Trek Financial
Scottsdale,
Arizona
|
$229K
|
-$17.5K
|
-290
|
-7%
|
|
|
1955
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$228K
|
-$423
|
-7
|
-0.2%
|
|
|
1956
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$228K
|
+$2.29K
|
+38
|
+1%
|
|
|
1957
|
71 West Capital Partners
Boston,
Massachusetts
|
$228K
|
+$239K
|
+3,953
|
New
|
|
|
1958
|
Fortitude Family Office
Scottsdale,
Arizona
|
$228K
|
-$25.4K
|
-420
|
-10%
|
|
|
1959
|
Plancorp LLC
Saint Louis,
Missouri
|
$227K
|
-$303K
|
-5,012
|
-56%
|
|
|
1960
|
Daybright Advisory Services
Miami,
Florida
|
$226K
|
+$237K
|
+3,926
|
New
|
|
|
1961
|
North Dallas Bank & Trust
Dallas,
Texas
|
$226K
|
+$237K
|
+3,919
|
New
|
|
|
1962
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$226K
|
+$236K
|
+3,915
|
New
|
|
|
1963
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$226K
|
-$3.86K
|
-64
|
-2%
|
|
|
1964
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$225K
|
+$242
|
+4
|
+0.1%
|
|
|
1965
|
Acorns Advisers
Irvine,
California
|
$225K
|
+$31.7K
|
+525
|
+16%
|
|
|
1966
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$224K
|
+$18.2K
|
+301
|
+8%
|
|
|
1967
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$224K
|
-$49.8K
|
-825
|
-18%
|
|
|
1968
|
Claris Financial
Glen Allen,
Virginia
|
$224K
|
+$845
|
+14
|
+0.4%
|
|
|
1969
|
Portfolio Design Labs
Encino,
California
|
$224K
|
+$302
|
+5
|
+0.1%
|
|
|
1970
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$224K
|
+$229K
|
+3,797
|
New
|
|
|
1971
|
Jump Financial
Chicago,
Illinois
|
$224K
|
-$327K
|
-5,417
|
-58%
|
|
|
1972
|
Strata Wealth Advisors
Dallas,
Texas
|
$223K
|
-$138K
|
-2,288
|
-37%
|
|
|
1973
|
Smith Asset Management
Chiefland,
Florida
|
$223K
|
-$3.02K
|
-50
|
-1%
|
|
|
1974
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$223K
|
+$233K
|
+3,863
|
New
|
|
|
1975
|
COFG Advisors
Oak Brook,
Illinois
|
$222K
|
+$232K
|
+3,850
|
New
|
|
