|
1926
|
BTR Capital Management
Oakland,
California
|
$547K
|
+$26.3K
|
+600
|
+5%
|
|
|
1927
|
Capital Wealth Planning
Naples,
Florida
|
$545K
|
-$818K
|
-18,659
|
-61%
|
|
|
1928
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$545K
|
-$12.4K
|
-283
|
-2%
|
|
|
1929
|
Stevard LLC
Chicago,
Illinois
|
$545K
|
–
|
–
|
–
|
|
|
1930
|
Global Financial Private Client
Sarasota,
Florida
|
$544K
|
-$11.7K
|
-267
|
-2%
|
|
|
1931
|
IndexIQ Advisors
New York
|
$543K
|
+$446K
|
+10,169
|
+691%
|
|
|
1932
|
SSI Investment Management
Los Angeles,
California
|
$542K
|
-$6.62K
|
-151
|
-1%
|
|
|
1933
|
Insight Wealth Strategies
San Ramon,
California
|
$542K
|
+$281K
|
+6,401
|
+123%
|
|
|
1934
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$535K
|
-$9.12K
|
-208
|
-2%
|
|
|
1935
|
Comprehensive Financial Management
Los Gatos,
California
|
$532K
|
–
|
–
|
–
|
|
|
1936
|
Asset Management Group
Stamford,
Connecticut
|
$531K
|
+$4.21K
|
+96
|
+0.9%
|
|
|
1937
|
Merit Financial Group
Alpharetta,
Georgia
|
$529K
|
-$15.2K
|
-347
|
-3%
|
|
|
1938
|
DFPG Investments
Sandy,
Utah
|
$529K
|
+$61.7K
|
+1,408
|
+14%
|
|
|
1939
|
Veracity Capital
Atlanta,
Georgia
|
$528K
|
-$809K
|
-18,437
|
-62%
|
|
|
1940
|
American Money Management
Rancho Santa Fe,
California
|
$528K
|
+$4.6K
|
+105
|
+0.9%
|
|
|
1941
|
Beam Wealth Advisors
Covington,
Louisiana
|
$528K
|
+$19K
|
+433
|
+4%
|
|
|
1942
|
Intrua Financial
Houston,
Texas
|
$527K
|
+$541K
|
+12,347
|
New
|
|
|
1943
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$526K
|
-$145K
|
-3,317
|
-23%
|
|
|
1944
|
AIA Investment Management
Singapore
|
$526K
|
+$49.9K
|
+1,137
|
+11%
|
|
|
1945
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$525K
|
-$16.4K
|
-374
|
-3%
|
|
|
1946
|
Members Trust
Tampa,
Florida
|
$525K
|
+$493K
|
+11,240
|
New
|
|
|
1947
|
Focused Wealth Management
Newburgh,
New York
|
$521K
|
-$72.2K
|
-1,647
|
-13%
|
|
|
1948
|
MA Private Wealth
San Carlos,
California
|
$517K
|
+$2.28K
|
+52
|
+0.5%
|
|
|
1949
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$514K
|
-$11.4K
|
-261
|
-2%
|
|
|
1950
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$514K
|
+$3.03K
|
+69
|
+0.6%
|
|
