|
1926
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$99K
|
-$4.67K
|
-105
|
-5%
|
|
|
1927
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$99K
|
+$178
|
+4
|
+0.2%
|
|
|
1928
|
Global Financial Private Client
Sarasota,
Florida
|
$98.3K
|
+$97.4K
|
+2,187
|
New
|
|
|
1929
|
Selective Wealth Management
Forest,
Virginia
|
$96K
|
–
|
–
|
–
|
|
|
1930
|
Sonora Investment Management
Tucson,
Arizona
|
$93K
|
+$37K
|
+832
|
+67%
|
|
|
1931
|
First Bank & Trust
Brookings,
South Dakota
|
$92K
|
–
|
–
|
–
|
|
|
1932
|
Old North State Trust
Greensboro,
North Carolina
|
$89K
|
-$1.96K
|
-44
|
-2%
|
|
|
1933
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$89K
|
–
|
–
|
–
|
|
|
1934
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$89K
|
+$10K
|
+225
|
+13%
|
|
|
1935
|
Howard Wealth Management
Madison,
Connecticut
|
$89K
|
+$88.7K
|
+1,993
|
New
|
|
|
1936
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$82K
|
–
|
–
|
–
|
|
|
1937
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$82K
|
+$62.3K
|
+1,400
|
+333%
|
|
|
1938
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$81K
|
+$80.4K
|
+1,806
|
New
|
|
|
1939
|
Financial Advantage
Columbia,
Maryland
|
$78K
|
–
|
–
|
–
|
|
|
1940
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$74K
|
–
|
–
|
–
|
|
|
1941
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$74K
|
+$73.4K
|
+1,649
|
New
|
|
|
1942
|
Retirement Group
San Diego,
California
|
$73K
|
+$72.1K
|
+1,620
|
New
|
|
|
1943
|
Lake Point Wealth Management
Rockwall,
Texas
|
$73K
|
+$72.4K
|
+1,626
|
New
|
|
|
1944
|
IndexIQ Advisors
New York
|
$71K
|
+$69.8K
|
+1,568
|
New
|
|
|
1945
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$68K
|
–
|
–
|
–
|
|
|
1946
|
Pacer Advisors
Malvern,
Pennsylvania
|
$67K
|
-$35.4M
|
-795,832
|
-100%
|
|
|
1947
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$67K
|
–
|
–
|
–
|
|
|
1948
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$67K
|
+$3.12K
|
+70
|
+5%
|
|
|
1949
|
Kelly Financial Services
Braintree,
Massachusetts
|
$66.1K
|
-$9.75K
|
-219
|
-13%
|
|
|
1950
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$66K
|
+$65.4K
|
+1,469
|
New
|
|
