|
1951
|
Broadwater Capital
Boston,
Massachusetts
|
$1.56K
|
–
|
–
|
–
|
|
|
1952
|
Strive Financial Group
Carmel,
Indiana
|
$1.56K
|
–
|
–
|
–
|
|
|
1953
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1.31K
|
+$1.23K
|
+5
|
New
|
|
|
1954
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$1.3K
|
–
|
–
|
–
|
|
|
1955
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.3K
|
–
|
–
|
–
|
|
|
1956
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.3K
|
+$246
|
+1
|
+25%
|
|
|
1957
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$1.3K
|
+$1.23K
|
+5
|
New
|
|
|
1958
|
Phillip James Consulting
Plymouth,
Minnesota
|
$1.04K
|
–
|
–
|
–
|
|
|
1959
|
Seneschal Advisors
Tacoma,
Washington
|
$1.04K
|
–
|
–
|
–
|
|
|
1960
|
Sittner & Nelson
Eugene,
Oregon
|
$1.04K
|
+$985
|
+4
|
New
|
|
|
1961
|
Breakwater Investment Management
Seattle,
Washington
|
$782
|
–
|
–
|
–
|
|
|
1962
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$781
|
+$739
|
+3
|
New
|
|
|
1963
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$521
|
–
|
–
|
–
|
|
|
1964
|
NorthAvenue LLC
Columbus,
Ohio
|
$521
|
–
|
–
|
–
|
|
|
1965
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$521
|
+$492
|
+2
|
New
|
|
|
1966
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$521
|
+$492
|
+2
|
New
|
|
|
1967
|
Chelsea Counsel Company
Los Angeles,
California
|
$261
|
–
|
–
|
–
|
|
|
1968
|
Maryland Capital Advisors
Chester,
Maryland
|
$261
|
+$246
|
+1
|
New
|
|
|
1969
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$261
|
+$246
|
+1
|
New
|
|
|
1970
|
Ninety One
Cape Town,
South Africa
|
–
|
-$19.4M
|
-76,514
|
Closed
|
|
|
1971
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
–
|
-$12.2M
|
-49,332
|
Closed
|
|
|
1972
|
|
–
|
-$9.88M
|
-40,000
|
Closed
|
|
|
1973
|
TrueMark Investments
Chicago,
Illinois
|
–
|
-$8.92M
|
-36,104
|
Closed
|
|
|
1974
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
–
|
-$32.4K
|
-32,374
|
Closed
|
|
|
1975
|
|
–
|
-$6.53M
|
-26,429
|
Closed
|
|
