|
1951
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$414K
|
–
|
–
|
–
|
|
|
1952
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$414K
|
–
|
–
|
–
|
|
|
1953
|
Nikulski Financial
Bettendorf,
Iowa
|
$412K
|
-$322K
|
-1,405
|
-49%
|
|
|
1954
|
Apriem Advisors
Irvine,
California
|
$412K
|
+$12.4K
|
+54
|
+4%
|
|
|
1955
|
Mosaic Financial Group
Chicago,
Illinois
|
$411K
|
–
|
–
|
–
|
|
|
1956
|
Miramontes Capital
Newport,
California
|
$411K
|
+$330K
|
+1,439
|
New
|
|
|
1957
|
LJI Wealth Management
Indianapolis,
Indiana
|
$410K
|
–
|
–
|
–
|
|
|
1958
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$409K
|
+$2.06K
|
+9
|
+0.6%
|
|
|
1959
|
FMB Wealth Management
Westlake Village,
California
|
$409K
|
-$75.7K
|
-330
|
-19%
|
|
|
1960
|
Tranquility Partners
Brentwood,
Tennessee
|
$408K
|
-$35.6K
|
-155
|
-10%
|
|
|
1961
|
Generation Capital Management
Pittsford,
New York
|
$407K
|
+$459
|
+2
|
+0.1%
|
|
|
1962
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$406K
|
+$2.06K
|
+9
|
+0.6%
|
|
|
1963
|
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
$406K
|
-$73.1M
|
-318,439
|
-100%
|
|
|
1964
|
Independent Wealth Network
Urbandale,
Iowa
|
$405K
|
+$1.84K
|
+8
|
+0.6%
|
|
|
1965
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$402K
|
+$324K
|
+1,410
|
New
|
|
|
1966
|
Argentarii
Cincinnati,
Ohio
|
$402K
|
-$7.57K
|
-33
|
-2%
|
|
|
1967
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$400K
|
+$9.18K
|
+40
|
+3%
|
|
|
1968
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$400K
|
+$10.6K
|
+46
|
+3%
|
|
|
1969
|
one8zero8 LLC
Greensboro,
North Carolina
|
$400K
|
-$57.4K
|
-250
|
-15%
|
|
|
1970
|
Sandler Capital Management
New York
|
$400K
|
+$321K
|
+1,400
|
New
|
|
|
1971
|
PharVision Advisers
Boca Raton,
Florida
|
$399K
|
+$321K
|
+1,397
|
New
|
|
|
1972
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$398K
|
+$320K
|
+1,394
|
New
|
|
|
1973
|
First American Trust
Santa Ana,
California
|
$398K
|
-$21.6K
|
-94
|
-6%
|
|
|
1974
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$397K
|
+$319K
|
+1,392
|
New
|
|
|
1975
|
Sage Rhino Capital
Menlo Park,
California
|
$397K
|
-$12.8K
|
-56
|
-4%
|
|
