|
1926
|
Liberty Wealth Management
Oakland,
California
|
$803K
|
+$680K
|
+11,740
|
+379%
|
|
|
1927
|
Hodges Capital Management
Dallas,
Texas
|
$800K
|
-$237K
|
-4,100
|
-22%
|
|
|
1928
|
Glassman Wealth Services
Vienna,
Virginia
|
$798K
|
+$4.63K
|
+80
|
+0.5%
|
|
|
1929
|
Willow Creek Wealth Management
Sebastopol,
California
|
$794K
|
–
|
–
|
–
|
|
|
1930
|
Ashburton (Jersey)
St Helier,
Jersey
|
$794K
|
+$198K
|
+3,420
|
+30%
|
|
|
1931
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$787K
|
–
|
–
|
–
|
|
|
1932
|
Partnervest Advisory Services
Santa Barbara,
California
|
$786K
|
-$33.6K
|
-580
|
-4%
|
|
|
1933
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$786K
|
+$33.6K
|
+580
|
+4%
|
|
|
1934
|
|
$785K
|
+$5.79K
|
+100
|
+0.7%
|
|
|
1935
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
$782K
|
-$2.64M
|
-45,620
|
-76%
|
|
|
1936
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$780K
|
+$18.5K
|
+320
|
+2%
|
|
|
1937
|
Beacon Financial Group
Dallas,
Texas
|
$779K
|
+$3.47K
|
+60
|
+0.4%
|
|
|
1938
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$772K
|
+$17.4K
|
+300
|
+2%
|
|
|
1939
|
Independence Advisors
Wayne,
Pennsylvania
|
$771K
|
+$50.9K
|
+880
|
+7%
|
|
|
1940
|
Berman Capital Advisors
Atlanta,
Georgia
|
$767K
|
–
|
–
|
–
|
|
|
1941
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$767K
|
–
|
–
|
–
|
|
|
1942
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$765K
|
-$31.3K
|
-540
|
-4%
|
|
|
1943
|
RB Capital Management
Reno,
Nevada
|
$764K
|
+$20.8K
|
+360
|
+3%
|
|
|
1944
|
One Capital Management
Westlake Village,
California
|
$759K
|
–
|
–
|
–
|
|
|
1945
|
Asset Dedication LLC
San Francisco,
California
|
$757K
|
+$139K
|
+2,400
|
+20%
|
|
|
1946
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$756K
|
-$12.7K
|
-220
|
-2%
|
|
|
1947
|
PFG Advisors
Phoenix,
Arizona
|
$756K
|
+$183K
|
+3,160
|
+35%
|
|
|
1948
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$756K
|
+$809K
|
+13,980
|
New
|
|
|
1949
|
Modera Wealth Management
Westwood,
New Jersey
|
$755K
|
–
|
–
|
–
|
|
|
1950
|
|
$755K
|
+$11.6K
|
+200
|
+1%
|
|
