|
1951
|
Flywheel Private Wealth
Los Altos,
California
|
$452K
|
–
|
–
|
–
|
|
|
1952
|
Marshall Investment Management
Littleton,
Colorado
|
$451K
|
+$431K
|
+5,640
|
New
|
|
|
1953
|
Per Stirling Capital Management
Austin,
Texas
|
$450K
|
–
|
–
|
–
|
|
|
1954
|
HM Payson & Co
Portland,
Maine
|
$450K
|
+$2.29K
|
+30
|
+0.5%
|
|
|
1955
|
Define Financial
San Diego,
California
|
$450K
|
+$458
|
+6
|
+0.1%
|
|
|
1956
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$450K
|
–
|
–
|
–
|
|
|
1957
|
FOCUS Wealth Advisors
Houston,
Texas
|
$450K
|
–
|
–
|
–
|
|
|
1958
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$448K
|
+$8.25K
|
+108
|
+2%
|
|
|
1959
|
Chevy Chase Trust
Bethesda,
Maryland
|
$448K
|
+$54.6K
|
+714
|
+15%
|
|
|
1960
|
Praetorian Wealth Management
Carmel,
California
|
$448K
|
+$428K
|
+5,604
|
New
|
|
|
1961
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$447K
|
+$27.5K
|
+360
|
+7%
|
|
|
1962
|
XML Financial
Bethesda,
Maryland
|
$446K
|
-$17.9K
|
-234
|
-4%
|
|
|
1963
|
Laurel Wealth Planning
Edina,
Minnesota
|
$446K
|
–
|
–
|
–
|
|
|
1964
|
Hobart Private Capital
Charlotte,
North Carolina
|
$444K
|
–
|
–
|
–
|
|
|
1965
|
Pacific Sage Partners
Edmonds,
Washington
|
$443K
|
-$34.4K
|
-450
|
-8%
|
|
|
1966
|
Indie Asset Partners
Carmel,
Indiana
|
$441K
|
+$65.6K
|
+858
|
+18%
|
|
|
1967
|
Midland Wealth Advisors
Effingham,
Illinois
|
$440K
|
-$15.6K
|
-204
|
-4%
|
|
|
1968
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$438K
|
-$23.4K
|
-306
|
-5%
|
|
|
1969
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$438K
|
+$419K
|
+5,478
|
New
|
|
|
1970
|
Tarbox Family Office
Newport Beach,
California
|
$437K
|
–
|
–
|
–
|
|
|
1971
|
Capital Advantage
Walnut Creek,
California
|
$433K
|
-$917
|
-12
|
-0.2%
|
|
|
1972
|
Landaas & Company
Milwaukee,
Wisconsin
|
$433K
|
-$43.1K
|
-564
|
-9%
|
|
|
1973
|
Schiavi & Co
Wilmington,
Delaware
|
$433K
|
–
|
–
|
–
|
|
|
1974
|
Copia Wealth Management
Bend,
Oregon
|
$432K
|
-$66.5K
|
-870
|
-14%
|
|
|
1975
|
Greenspring Advisors
Towson,
Maryland
|
$432K
|
+$413K
|
+5,400
|
New
|
|
