|
1951
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$303K
|
-$49.8K
|
-873
|
-15%
|
|
|
1952
|
Magnolia Capital Management
Cold Spring,
New York
|
$303K
|
-$51.9K
|
-910
|
-15%
|
|
|
1953
|
Dean Investment Associates
Beavercreek,
Ohio
|
$303K
|
+$21.9K
|
+384
|
+8%
|
|
|
1954
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$303K
|
+$228
|
+4
|
+0.1%
|
|
|
1955
|
Chicago Capital
Chicago,
Illinois
|
$301K
|
-$30.9K
|
-542
|
-10%
|
|
|
1956
|
Swisher Financial Concepts
Westerville,
Ohio
|
$301K
|
+$283K
|
+4,974
|
New
|
|
|
1957
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$301K
|
-$8.09K
|
-142
|
-3%
|
|
|
1958
|
|
$301K
|
–
|
–
|
–
|
|
|
1959
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$300K
|
+$4.33K
|
+76
|
+2%
|
|
|
1960
|
Avidian Wealth Enterprises
Houston,
Texas
|
$300K
|
+$282K
|
+4,943
|
New
|
|
|
1961
|
KEB Asset Management
Springfield,
Illinois
|
$299K
|
+$281K
|
+4,929
|
New
|
|
|
1962
|
Realta Investment Advisors
Wilmington,
Delaware
|
$299K
|
+$12.1K
|
+213
|
+5%
|
|
|
1963
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$299K
|
-$6.1K
|
-107
|
-2%
|
|
|
1964
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$297K
|
+$2.39K
|
+42
|
+0.9%
|
|
|
1965
|
Morningstar Investment Management
Chicago,
Illinois
|
$297K
|
+$279K
|
+4,891
|
New
|
|
|
1966
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$296K
|
-$298K
|
-5,226
|
-52%
|
|
|
1967
|
Advisor Resource Council
Dallas,
Texas
|
$295K
|
+$277K
|
+4,863
|
New
|
|
|
1968
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$295K
|
-$87.1K
|
-1,529
|
-24%
|
|
|
1969
|
Everhart Financial Group
Dublin,
Ohio
|
$294K
|
+$20.7K
|
+363
|
+8%
|
|
|
1970
|
Drive Wealth Management
Lehi,
Utah
|
$293K
|
+$275K
|
+4,828
|
New
|
|
|
1971
|
LGL Partners
Philadelphia,
Pennsylvania
|
$293K
|
+$171
|
+3
|
+0.1%
|
|
|
1972
|
MV Capital Management
Bethesda,
Maryland
|
$292K
|
-$20.7K
|
-364
|
-7%
|
|
|
1973
|
Northstar Advisory Group
Northfield,
New Jersey
|
$292K
|
–
|
–
|
–
|
|
|
1974
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$291K
|
+$273K
|
+4,797
|
New
|
|
|
1975
|
Garde Capital
Seattle,
Washington
|
$291K
|
+$73.3K
|
+1,286
|
+37%
|
|
