|
1951
|
|
$650K
|
+$4.98K
|
+240
|
+0.8%
|
|
|
1952
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$650K
|
+$194K
|
+9,350
|
+42%
|
|
|
1953
|
Boston Family Office
Boston,
Massachusetts
|
$649K
|
-$15.6K
|
-750
|
-2%
|
|
|
1954
|
Secure Asset Management
Troy,
Michigan
|
$649K
|
+$205K
|
+9,880
|
+46%
|
|
|
1955
|
Liberty Wealth Management
Oakland,
California
|
$649K
|
+$363K
|
+17,470
|
+159%
|
|
|
1956
|
LPWM LLC
Minneapolis,
Minnesota
|
$647K
|
-$53.8K
|
-2,590
|
-8%
|
|
|
1957
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$647K
|
+$67.9K
|
+3,270
|
+12%
|
|
|
1958
|
Garde Capital
Seattle,
Washington
|
$645K
|
+$244K
|
+11,760
|
+61%
|
|
|
1959
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$643K
|
-$1.25K
|
-60
|
-0.2%
|
|
|
1960
|
Five Oceans Advisors
Santa Monica,
California
|
$643K
|
+$645K
|
+31,050
|
New
|
|
|
1961
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$642K
|
–
|
–
|
–
|
|
|
1962
|
Constitution Capital
Shelton,
Connecticut
|
$642K
|
–
|
–
|
–
|
|
|
1963
|
Tanaka Capital Management
New York
|
$642K
|
–
|
–
|
–
|
|
|
1964
|
Catalyst Capital Advisors
Huntington,
New York
|
$642K
|
+$328K
|
+15,790
|
+104%
|
|
|
1965
|
Private Capital Advisors
Darien,
Connecticut
|
$641K
|
+$23.3K
|
+1,120
|
+4%
|
|
|
1966
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$639K
|
+$2.08K
|
+100
|
+0.3%
|
|
|
1967
|
Physician Wealth Advisors
Midvale,
Utah
|
$637K
|
-$1.77M
|
-85,440
|
-75%
|
|
|
1968
|
360 Financial
Wayzata,
Minnesota
|
$637K
|
+$3.32K
|
+160
|
+0.5%
|
|
|
1969
|
Peregrine Asset Advisers
Portland,
Oregon
|
$631K
|
+$136K
|
+6,560
|
+27%
|
|
|
1970
|
Eclectic Associates
Fullerton,
California
|
$627K
|
+$54.2K
|
+2,610
|
+9%
|
|
|
1971
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$624K
|
-$13.1K
|
-630
|
-2%
|
|
|
1972
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$622K
|
+$37.8K
|
+1,820
|
+6%
|
|
|
1973
|
Freed Investment Group
Boston,
Massachusetts
|
$621K
|
–
|
–
|
–
|
|
|
1974
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$621K
|
+$623K
|
+30,000
|
New
|
|
|
1975
|
Infini Capital Management
Central,
Hong Kong
|
$621K
|
+$623K
|
+30,000
|
New
|
|
