|
1926
|
Peninsula Wealth
San Francisco,
California
|
$3.6M
|
-$413K
|
-7,924
|
-11%
|
|
|
1927
|
Sonata Capital Group
Seattle,
Washington
|
$3.6M
|
-$150K
|
-2,872
|
-4%
|
|
|
1928
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$3.6M
|
-$7.5K
|
-144
|
-0.2%
|
|
|
1929
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.58M
|
+$65.8K
|
+1,264
|
+2%
|
|
|
1930
|
Penserra Capital Management
Orinda,
California
|
$3.58M
|
+$544K
|
+10,448
|
+20%
|
|
|
1931
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$3.58M
|
-$154K
|
-2,956
|
-4%
|
|
|
1932
|
|
$3.57M
|
-$12.5K
|
-240
|
-0.4%
|
|
|
1933
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$3.57M
|
+$49.2K
|
+944
|
+2%
|
|
|
1934
|
Wellington Shields & Co
New York
|
$3.55M
|
-$4.37K
|
-84
|
-0.1%
|
|
|
1935
|
Intellectus Partners
San Francisco,
California
|
$3.54M
|
+$167K
|
+3,212
|
+5%
|
|
|
1936
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.54M
|
-$200K
|
-3,840
|
-6%
|
|
|
1937
|
Zhang Financial
Portage,
Michigan
|
$3.54M
|
+$1.56M
|
+29,976
|
+93%
|
|
|
1938
|
Portland Global Advisors
Portland,
Maine
|
$3.54M
|
+$15.6K
|
+300
|
+0.5%
|
|
|
1939
|
West Paces Advisors
Atlanta,
Georgia
|
$3.53M
|
-$122K
|
-2,336
|
-4%
|
|
|
1940
|
Sutton Wealth Advisors
Tampa,
Florida
|
$3.51M
|
+$4.37K
|
+84
|
+0.1%
|
|
|
1941
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.51M
|
–
|
–
|
–
|
|
|
1942
|
Peninsula Asset Management
Bradenton,
Florida
|
$3.5M
|
-$101K
|
-1,940
|
-3%
|
|
|
1943
|
Graham Capital Management
Rowayton,
Connecticut
|
$3.49M
|
+$2.1M
|
+40,364
|
+187%
|
|
|
1944
|
Cue Advisory Services
Phoenix,
Arizona
|
$3.49M
|
+$7.29K
|
+140
|
+0.2%
|
|
|
1945
|
Driehaus Capital Management
Chicago,
Illinois
|
$3.48M
|
+$2.24M
|
+42,968
|
+231%
|
|
|
1946
|
First Personal Financial Services
Charlotte,
North Carolina
|
$3.47M
|
+$34.2K
|
+656
|
+1%
|
|
|
1947
|
Capital Fund Management (CFM)
Paris,
France
|
$3.47M
|
-$163M
|
-3,131,356
|
-98%
|
|
|
1948
|
Old North State Trust
Greensboro,
North Carolina
|
$3.47M
|
+$3.18M
|
+61,008
|
New
|
|
|
1949
|
Crewe Advisors
Salt Lake City,
Utah
|
$3.47M
|
-$50.2K
|
-964
|
-2%
|
|
|
1950
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$3.47M
|
+$1.04K
|
+20
|
+0%
|
|
