|
1951
|
AMG Asset Management Group
Cartersville,
Georgia
|
2,08 Mio. $
|
+327.992 $
|
+800
|
+29 %
|
|
|
1952
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
2,07 Mio. $
|
-30.749 $
|
-75
|
-2 %
|
|
|
1953
|
FCG Investment Company
Germantown,
Tennessee
|
2,07 Mio. $
|
+1,46 Mio. $
|
+3.566
|
Neu
|
|
|
1954
|
Whalen Wealth Management
Las Vegas,
Nevada
|
2,07 Mio. $
|
-525.197 $
|
-1.281
|
-26 %
|
|
|
1955
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
2,07 Mio. $
|
-947.076 $
|
-2.310
|
-39 %
|
|
|
1956
|
Shaker Investments
Cleveland,
Ohio
|
2,06 Mio. $
|
+1,45 Mio. $
|
+3.548
|
Neu
|
|
|
1957
|
Pekin Hardy Strauss
Chicago,
Illinois
|
2,06 Mio. $
|
-1,15 Mio. $
|
-2.805
|
-44 %
|
|
|
1958
|
Wealth Architects
Mountain View,
California
|
2,05 Mio. $
|
-566.196 $
|
-1.381
|
-28 %
|
|
|
1959
|
Victrix Investment Advisors
Stuart,
Florida
|
2,05 Mio. $
|
+90.608 $
|
+221
|
+7 %
|
|
|
1960
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
2,05 Mio. $
|
+453.039 $
|
+1.105
|
+46 %
|
|
|
1961
|
TritonPoint Partners
Chevy Chase,
Maryland
|
2,05 Mio. $
|
+1,45 Mio. $
|
+3.525
|
Neu
|
|
|
1962
|
Greenline Wealth Management
Boca Raton,
Florida
|
2,05 Mio. $
|
+203.355 $
|
+496
|
+16 %
|
|
|
1963
|
MCF Advisors
Covington,
Kentucky
|
2,05 Mio. $
|
+104.547 $
|
+255
|
+8 %
|
|
|
1964
|
Calton & Associates
Tampa,
Florida
|
2,05 Mio. $
|
-451.399 $
|
-1.101
|
-24 %
|
|
|
1965
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
2,04 Mio. $
|
-2,01 Mio. $
|
-4.900
|
-58 %
|
|
|
1966
|
Southeast Asset Advisors
Thomasville,
Georgia
|
2,04 Mio. $
|
-8.200 $
|
-20
|
-0,6 %
|
|
|
1967
|
SHP Wealth Management
Plymouth,
Massachusetts
|
2,03 Mio. $
|
+166.046 $
|
+405
|
+13 %
|
|
|
1968
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
2,03 Mio. $
|
-12.300 $
|
-30
|
-0,8 %
|
|
|
1969
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
2,03 Mio. $
|
-10,2 Mio. $
|
-24.974
|
-88 %
|
|
|
1970
|
Crews Bank & Trust
Wauchula,
Florida
|
2,03 Mio. $
|
-430.489 $
|
-1.050
|
-23 %
|
|
|
1971
|
Aviso Wealth Management
Bellevue,
Washington
|
2,02 Mio. $
|
-36.899 $
|
-90
|
-3 %
|
|
|
1972
|
FirstWave Capital Management
Miami,
Florida
|
2,02 Mio. $
|
+1,43 Mio. $
|
+3.481
|
Neu
|
|
|
1973
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
2,02 Mio. $
|
-14.350 $
|
-35
|
-1 %
|
|
|
1974
|
Northwest Wealth Management
Spencer,
Iowa
|
2,02 Mio. $
|
+64.368 $
|
+157
|
+5 %
|
|
|
1975
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
2,02 Mio. $
|
+258.704 $
|
+631
|
+22 %
|
|
