|
1951
|
Vicus Capital
State College,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
1952
|
Seaview Investment Managers
Miami,
Florida
|
$220K
|
-$10.1M
|
-27,018
|
-98%
|
|
|
1953
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$220K
|
–
|
–
|
–
|
|
|
1954
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$220K
|
+$16.8K
|
+45
|
+9%
|
|
|
1955
|
Peregrine Asset Advisers
Portland,
Oregon
|
$219K
|
+$748
|
+2
|
+0.4%
|
|
|
1956
|
Nebula Research & Development
New York
|
$219K
|
+$207K
|
+553
|
New
|
|
|
1957
|
Institute for Wealth Management
Denver,
Colorado
|
$219K
|
+$748
|
+2
|
+0.4%
|
|
|
1958
|
Miller Financial Services
Marshall,
Michigan
|
$218K
|
+$3.37K
|
+9
|
+2%
|
|
|
1959
|
|
$218K
|
–
|
–
|
–
|
|
|
1960
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
1961
|
Essex LLC
Deer Park,
Illinois
|
$218K
|
–
|
–
|
–
|
|
|
1962
|
Longboard Asset Management
Phoenix,
Arizona
|
$217K
|
–
|
–
|
–
|
|
|
1963
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$217K
|
-$109K
|
-291
|
-35%
|
|
|
1964
|
Wealth Advisors Northwest
Portland,
Oregon
|
$216K
|
–
|
–
|
–
|
|
|
1965
|
CCG Wealth Management
San Diego,
California
|
$216K
|
+$205K
|
+547
|
New
|
|
|
1966
|
SkyOak Wealth
Southfield,
Michigan
|
$216K
|
–
|
–
|
–
|
|
|
1967
|
Todd Asset Management
Louisville,
Kentucky
|
$216K
|
–
|
–
|
–
|
|
|
1968
|
1248 Management
Kansas City,
Missouri
|
$215K
|
–
|
–
|
–
|
|
|
1969
|
Per Stirling Capital Management
Austin,
Texas
|
$215K
|
–
|
–
|
–
|
|
|
1970
|
Tripletail Wealth Management
Orlando,
Florida
|
$215K
|
+$214K
|
+571
|
New
|
|
|
1971
|
Second Line Capital
Metairie,
Louisiana
|
$215K
|
+$203K
|
+542
|
New
|
|
|
1972
|
Members Trust
Tampa,
Florida
|
$215K
|
+$203K
|
+543
|
New
|
|
|
1973
|
One Capital Management
Westlake Village,
California
|
$215K
|
+$203K
|
+543
|
New
|
|
|
1974
|
Financial Management Professionals
Austin,
Texas
|
$214K
|
-$16.5K
|
-44
|
-8%
|
|
|
1975
|
Hohimer Wealth Management
Seattle,
Washington
|
$214K
|
–
|
–
|
–
|
|
