|
1951
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$328K
|
–
|
–
|
–
|
|
|
1952
|
Ranch Capital Advisors
Sarasota,
Florida
|
$326K
|
-$624
|
-1
|
-0.2%
|
|
|
1953
|
TrueWealth Advisors
Birmingham,
Alabama
|
$326K
|
+$305K
|
+488
|
New
|
|
|
1954
|
Simplify Asset Management
Las Vegas,
Nevada
|
$323K
|
+$302K
|
+484
|
New
|
|
|
1955
|
Curi RMB Capital
Chicago,
Illinois
|
$322K
|
-$66.2K
|
-106
|
-18%
|
|
|
1956
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$322K
|
–
|
–
|
–
|
|
|
1957
|
Quantum Private Wealth
Tampa,
Florida
|
$322K
|
+$302K
|
+483
|
New
|
|
|
1958
|
Meridian Wealth Advisors
Austin,
Texas
|
$321K
|
+$4.37K
|
+7
|
+1%
|
|
|
1959
|
PRW Wealth Management
Quincy,
Massachusetts
|
$321K
|
+$37.5K
|
+60
|
+14%
|
|
|
1960
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$320K
|
-$74.9K
|
-120
|
-20%
|
|
|
1961
|
Accuvest Global Advisors
Provo,
Utah
|
$320K
|
-$9.99K
|
-16
|
-3%
|
|
|
1962
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$318K
|
+$23.1K
|
+37
|
+8%
|
|
|
1963
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$318K
|
+$297K
|
+476
|
New
|
|
|
1964
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
1965
|
Apeiron RIA
Dallas,
Texas
|
$317K
|
+$297K
|
+475
|
New
|
|
|
1966
|
Clare Market Investments
Dallas,
Texas
|
$315K
|
–
|
–
|
–
|
|
|
1967
|
Good Life Advisors
Reading,
Pennsylvania
|
$314K
|
-$21.2K
|
-34
|
-7%
|
|
|
1968
|
MONECO Advisors
Fairfield,
Connecticut
|
$314K
|
+$25.6K
|
+41
|
+8%
|
|
|
1969
|
Harbour Investment Management
Edmonds,
Washington
|
$312K
|
-$187K
|
-300
|
-39%
|
|
|
1970
|
Graypoint LLC
Albany,
New York
|
$312K
|
+$292K
|
+468
|
New
|
|
|
1971
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$311K
|
–
|
–
|
–
|
|
|
1972
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$311K
|
+$291K
|
+466
|
New
|
|
|
1973
|
Sage Financial Management Group
Mclean,
Virginia
|
$311K
|
+$291K
|
+466
|
New
|
|
|
1974
|
SWM Advisors
St. Petersburg,
Florida
|
$310K
|
+$328K
|
+525
|
New
|
|
|
1975
|
Bristlecone Advisors
Bellevue,
Washington
|
$306K
|
–
|
–
|
–
|
|
