|
1951
|
bLong Financial
Memphis,
Tennessee
|
$243K
|
+$258K
|
+2,667
|
New
|
|
|
1952
|
Mystic Asset Management
Warwick,
Rhode Island
|
$243K
|
+$9.77K
|
+101
|
+4%
|
|
|
1953
|
Vestor Capital
Chicago,
Illinois
|
$243K
|
+$5.51K
|
+57
|
+2%
|
|
|
1954
|
Liberty Capital Management
Birmingham,
Michigan
|
$243K
|
-$26.8K
|
-277
|
-9%
|
|
|
1955
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$243K
|
-$2.9K
|
-30
|
-1%
|
|
|
1956
|
Evolution Wealth Advisors
Aventura,
Florida
|
$242K
|
+$257K
|
+2,657
|
New
|
|
|
1957
|
Howard Financial Services
Dallas,
Texas
|
$242K
|
+$257K
|
+2,653
|
New
|
|
|
1958
|
Fortitude Family Office
Scottsdale,
Arizona
|
$241K
|
–
|
–
|
–
|
|
|
1959
|
Sentinus LLC
Oak Brook,
Illinois
|
$241K
|
-$25.2K
|
-260
|
-9%
|
|
|
1960
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$240K
|
-$350M
|
-3,616,738
|
-100%
|
|
|
1961
|
Boltwood Capital Management
Walnut Creek,
California
|
$239K
|
-$2.42K
|
-25
|
-0.9%
|
|
|
1962
|
Iron Horse Wealth Management
Johston,
Iowa
|
$239K
|
+$387
|
+4
|
+0.2%
|
|
|
1963
|
Matthew Hamilton Rosenberg
|
$239K
|
-$15.8K
|
-163
|
-6%
|
|
|
1964
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$238K
|
-$512K
|
-5,292
|
-67%
|
|
|
1965
|
WrapManager Inc
Mill Valley,
California
|
$238K
|
-$100K
|
-1,037
|
-28%
|
|
|
1966
|
Secure Asset Management
Troy,
Michigan
|
$238K
|
+$252K
|
+2,603
|
New
|
|
|
1967
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$237K
|
-$9.67K
|
-100
|
-4%
|
|
|
1968
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$237K
|
+$252K
|
+2,600
|
New
|
|
|
1969
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$236K
|
+$250K
|
+2,584
|
New
|
|
|
1970
|
Peak Asset Management
Louisville,
Colorado
|
$236K
|
–
|
–
|
–
|
|
|
1971
|
LGL Partners
Philadelphia,
Pennsylvania
|
$235K
|
–
|
–
|
–
|
|
|
1972
|
Sierra Ocean
Ripon,
California
|
$234K
|
+$248K
|
+2,565
|
New
|
|
|
1973
|
Wealth Advisors Northwest
Portland,
Oregon
|
$234K
|
+$248K
|
+2,560
|
New
|
|
|
1974
|
Cedar Wealth Management
Walnut Creek,
California
|
$233K
|
–
|
–
|
–
|
|
|
1975
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
