|
1951
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$2.06M
|
-$127K
|
-694
|
-7%
|
|
|
1952
|
GWN Securities
Palm Beach Gardens,
Florida
|
$2.06M
|
-$547
|
-3
|
-0%
|
|
|
1953
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.05M
|
+$45.2K
|
+248
|
+3%
|
|
|
1954
|
Mosaic Financial Group
Chicago,
Illinois
|
$2.05M
|
-$49.2K
|
-270
|
-3%
|
|
|
1955
|
LRI Investments
Palm Beach Gardens,
Florida
|
$2.05M
|
-$430K
|
-2,360
|
-19%
|
|
|
1956
|
|
$2.05M
|
+$212K
|
+1,160
|
+13%
|
|
|
1957
|
|
$2.04M
|
-$39.3M
|
-215,699
|
-96%
|
|
|
1958
|
Manchester Capital Management
Manchester,
Vermont
|
$2.04M
|
-$117K
|
-643
|
-6%
|
|
|
1959
|
Holistic Planning
Nacogdoches,
Texas
|
$2.04M
|
-$5.83K
|
-32
|
-0.3%
|
|
|
1960
|
Sound Shore Management
Greenwich,
Connecticut
|
$2.04M
|
+$1.8M
|
+9,855
|
New
|
|
|
1961
|
|
$2.03M
|
+$1.79M
|
+9,800
|
New
|
|
|
1962
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.03M
|
+$66.2K
|
+363
|
+4%
|
|
|
1963
|
Asset Planning Inc
Cypress,
California
|
$2.03M
|
+$41.6K
|
+228
|
+2%
|
|
|
1964
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$2.02M
|
+$8.94K
|
+49
|
+0.5%
|
|
|
1965
|
CVA Family Office
Denver,
Colorado
|
$2.01M
|
+$122K
|
+667
|
+7%
|
|
|
1966
|
|
$2.01M
|
-$49.8K
|
-273
|
-3%
|
|
|
1967
|
TMB Capital Partners
Little Rock,
Arkansas
|
$2M
|
-$21.5K
|
-118
|
-1%
|
|
|
1968
|
Arista Wealth Management
Las Vegas,
Nevada
|
$2M
|
+$17K
|
+93
|
+1%
|
|
|
1969
|
Drive Wealth Management
Lehi,
Utah
|
$2M
|
-$191K
|
-1,045
|
-10%
|
|
|
1970
|
M. Kraus & Co
Shelburne,
Vermont
|
$1.99M
|
-$10.9K
|
-60
|
-0.6%
|
|
|
1971
|
Pursue Wealth Partners
Clayton,
California
|
$1.99M
|
+$1.32M
|
+7,250
|
+306%
|
|
|
1972
|
49 Wealth Management
Austin,
Texas
|
$1.99M
|
+$618K
|
+3,388
|
+54%
|
|
|
1973
|
Aries Wealth Management
Portland,
Maine
|
$1.99M
|
–
|
–
|
–
|
|
|
1974
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.99M
|
-$55.4K
|
-304
|
-3%
|
|
|
1975
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$1.99M
|
+$54K
|
+296
|
+3%
|
|
