|
1951
|
FLC Capital Advisors
Palm Desert,
California
|
$431K
|
–
|
–
|
–
|
|
|
1952
|
Patten Group
Chattanooga,
Tennessee
|
$430K
|
–
|
–
|
–
|
|
|
1953
|
NFP Retirement Inc
Aliso Viejo,
California
|
$430K
|
+$430K
|
+1,747
|
New
|
|
|
1954
|
M. Kraus & Co
Shelburne,
Vermont
|
$430K
|
-$2.71K
|
-11
|
-0.6%
|
|
|
1955
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$429K
|
-$133K
|
-540
|
-24%
|
|
|
1956
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$427K
|
–
|
–
|
–
|
|
|
1957
|
West Paces Advisors
Atlanta,
Georgia
|
$427K
|
-$36.9K
|
-150
|
-8%
|
|
|
1958
|
ICA Group Wealth Management
Denver,
Colorado
|
$426K
|
+$23.6K
|
+96
|
+6%
|
|
|
1959
|
Affiance Financial
St. Louis Park,
Minnesota
|
$426K
|
–
|
–
|
–
|
|
|
1960
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$426K
|
+$71.6K
|
+291
|
+20%
|
|
|
1961
|
Vivaldi Capital Management
Chicago,
Illinois
|
$424K
|
-$74.8K
|
-304
|
-15%
|
|
|
1962
|
GSB Wealth Management
Guilford,
Connecticut
|
$423K
|
–
|
–
|
–
|
|
|
1963
|
Clayton Financial Group
St. Louis,
Missouri
|
$423K
|
+$423K
|
+1,720
|
New
|
|
|
1964
|
Plato Investment Management
Sydney, NSW,
Australia
|
$423K
|
–
|
–
|
–
|
|
|
1965
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$422K
|
–
|
–
|
–
|
|
|
1966
|
Castleview Partners
Dallas,
Texas
|
$422K
|
+$57.3K
|
+233
|
+16%
|
|
|
1967
|
Cardiff Park Advisors
Carlsbad,
California
|
$422K
|
–
|
–
|
–
|
|
|
1968
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$422K
|
+$422K
|
+1,715
|
New
|
|
|
1969
|
Camden National Bank
Camden,
Maine
|
$419K
|
-$33K
|
-134
|
-7%
|
|
|
1970
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$418K
|
+$43.8K
|
+178
|
+12%
|
|
|
1971
|
Two Sigma Advisers
New York
|
$418K
|
+$419K
|
+1,701
|
New
|
|
|
1972
|
Hamilton Capital
Columbus,
Ohio
|
$418K
|
+$17.2K
|
+70
|
+4%
|
|
|
1973
|
Transatlantique Private Wealth
New York
|
$418K
|
–
|
–
|
–
|
|
|
1974
|
First Trust Investment Solutions
Naples,
Florida
|
$418K
|
+$85.4K
|
+347
|
+26%
|
|
|
1975
|
Channel Wealth
Santa Barbara,
California
|
$417K
|
–
|
–
|
–
|
|
