|
1926
|
NorthRock Partners
Minneapolis,
Minnesota
|
$738K
|
+$466K
|
+8,620
|
+154%
|
|
|
1927
|
Cypress Capital Group
Palm Beach,
Florida
|
$737K
|
-$61.6K
|
-1,140
|
-7%
|
|
|
1928
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$725K
|
-$20.5K
|
-380
|
-3%
|
|
|
1929
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$723K
|
-$150K
|
-2,780
|
-17%
|
|
|
1930
|
Independent Investors Inc
Nesconset,
New York
|
$723K
|
–
|
–
|
–
|
|
|
1931
|
Brookstone Capital Management
Wheaton,
Illinois
|
$722K
|
+$35.7K
|
+660
|
+5%
|
|
|
1932
|
Beach Investment Management
West Conshohocken,
Pennsylvania
|
$721K
|
-$1.55M
|
-28,600
|
-67%
|
|
|
1933
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$720K
|
–
|
–
|
–
|
|
|
1934
|
RB Capital Management
Reno,
Nevada
|
$719K
|
-$55.1K
|
-1,020
|
-7%
|
|
|
1935
|
Partnervest Advisory Services
Santa Barbara,
California
|
$719K
|
-$33.5K
|
-620
|
-4%
|
|
|
1936
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$719K
|
–
|
–
|
–
|
|
|
1937
|
Naples Global Advisors
Naples,
Florida
|
$719K
|
+$44.3K
|
+820
|
+7%
|
|
|
1938
|
Gill Capital Partners
Denver,
Colorado
|
$713K
|
+$563K
|
+10,420
|
New
|
|
|
1939
|
AssetMark Inc
Concord,
California
|
$710K
|
-$199K
|
-3,680
|
-21%
|
|
|
1940
|
First Bank & Trust
Brookings,
South Dakota
|
$706K
|
+$8.65K
|
+160
|
+1%
|
|
|
1941
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$705K
|
-$32.4K
|
-600
|
-4%
|
|
|
1942
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$705K
|
-$15.1K
|
-280
|
-2%
|
|
|
1943
|
Omnia Family Wealth
Aventura,
Florida
|
$705K
|
+$3.24K
|
+60
|
+0.4%
|
|
|
1944
|
Wambolt & Associates
Littleton,
Colorado
|
$703K
|
+$727K
|
+13,460
|
New
|
|
|
1945
|
Hayden Royal
Charlotte,
North Carolina
|
$698K
|
+$722K
|
+13,360
|
New
|
|
|
1946
|
Stewart & Patten Company
Lafayette,
California
|
$694K
|
–
|
–
|
–
|
|
|
1947
|
Laurion Capital Management
New York
|
$693K
|
-$576K
|
-10,660
|
-45%
|
|
|
1948
|
Excalibur Management
Waltham,
Massachusetts
|
$690K
|
+$40K
|
+740
|
+6%
|
|
|
1949
|
AJ Wealth Strategies
New York
|
$689K
|
+$110K
|
+2,040
|
+18%
|
|
|
1950
|
Strategic Global Advisors
Newport Beach,
California
|
$688K
|
-$450K
|
-8,320
|
-39%
|
|
