|
1951
|
Xcel Wealth Management
Holly Hill,
Florida
|
$221K
|
-$5.77K
|
-27
|
-3%
|
|
|
1952
|
CNB Bank
Clearfield,
Pennsylvania
|
$221K
|
-$2.56K
|
-12
|
-1%
|
|
|
1953
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$221K
|
–
|
–
|
–
|
|
|
1954
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$221K
|
-$2.35K
|
-11
|
-1%
|
|
|
1955
|
Trillium Asset Management
Boston,
Massachusetts
|
$221K
|
-$13.5K
|
-63
|
-6%
|
|
|
1956
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$220K
|
+$273K
|
+1,278
|
New
|
|
|
1957
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$219K
|
+$209K
|
+979
|
New
|
|
|
1958
|
Flatrock Wealth Partners
Newport Beach,
California
|
$218K
|
+$207K
|
+968
|
New
|
|
|
1959
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$218K
|
+$208K
|
+972
|
New
|
|
|
1960
|
Continuum Advisory
Eagle,
Idaho
|
$217K
|
-$120K
|
-562
|
-37%
|
|
|
1961
|
Intelligence Driven Advisers
Carlsbad,
California
|
$216K
|
+$206K
|
+964
|
New
|
|
|
1962
|
Bard Associates
Chicago,
Illinois
|
$215K
|
+$10.7K
|
+50
|
+6%
|
|
|
1963
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$215K
|
+$205K
|
+958
|
New
|
|
|
1964
|
Axxion S.A.
Grevenmacher,
Luxembourg
|
$214K
|
+$205K
|
+957
|
New
|
|
|
1965
|
55 North Private Wealth
Winter Park,
Florida
|
$214K
|
+$204K
|
+956
|
New
|
|
|
1966
|
First United Bank & Trust
Oakland,
Maryland
|
$213K
|
–
|
–
|
–
|
|
|
1967
|
First Foundation Advisors
Irvine,
California
|
$213K
|
+$203K
|
+949
|
New
|
|
|
1968
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$212K
|
+$203K
|
+949
|
New
|
|
|
1969
|
Optiver Holding
Amsterdam,
Netherlands
|
$212K
|
+$174K
|
+813
|
+607%
|
|
|
1970
|
Wedgewood Investors
Erie,
Pennsylvania
|
$211K
|
-$10.7K
|
-50
|
-5%
|
|
|
1971
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$211K
|
-$56.6K
|
-265
|
-22%
|
|
|
1972
|
Seizert Capital Partners
Birmingham,
Michigan
|
$211K
|
+$201K
|
+941
|
New
|
|
|
1973
|
Krilogy Financial
St. Louis,
Missouri
|
$211K
|
+$201K
|
+941
|
New
|
|
|
1974
|
Ponta Wealth Partners
Winter Park,
Florida
|
$210K
|
+$200K
|
+938
|
New
|
|
|
1975
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$210K
|
+$200K
|
+937
|
New
|
|
