|
1951
|
Act Wealth Management
Plano,
Texas
|
$922K
|
-$142K
|
-1,400
|
-18%
|
|
|
1952
|
Capital Advantage
Walnut Creek,
California
|
$919K
|
-$228K
|
-2,251
|
-25%
|
|
|
1953
|
Flatrock Wealth Partners
Newport Beach,
California
|
$919K
|
-$359K
|
-3,553
|
-35%
|
|
|
1954
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$917K
|
-$4.45M
|
-44,036
|
-87%
|
|
|
1955
|
Encompass More Asset Management
Danville,
California
|
$917K
|
-$210K
|
-2,074
|
-24%
|
|
|
1956
|
Crews Bank & Trust
Wauchula,
Florida
|
$917K
|
–
|
–
|
–
|
|
|
1957
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$916K
|
-$473K
|
-4,677
|
-42%
|
|
|
1958
|
Weil Company
San Diego,
California
|
$913K
|
+$96.8K
|
+957
|
+17%
|
|
|
1959
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$911K
|
+$159K
|
+1,568
|
+32%
|
|
|
1960
|
Wealth Alliance
Mellville,
New York
|
$909K
|
-$239K
|
-2,365
|
-27%
|
|
|
1961
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$909K
|
+$658K
|
+6,510
|
New
|
|
|
1962
|
Williams Jones Wealth Management
New York
|
$907K
|
+$657K
|
+6,498
|
New
|
|
|
1963
|
Teucrium Investment Advisors
Burlington,
Vermont
|
$906K
|
-$1.73M
|
-17,077
|
-72%
|
|
|
1964
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$906K
|
+$73.7K
|
+729
|
+13%
|
|
|
1965
|
Global Financial Private Client
Sarasota,
Florida
|
$906K
|
+$16.1K
|
+159
|
+3%
|
|
|
1966
|
Taylor Financial Group
Roanoke,
Virginia
|
$906K
|
–
|
–
|
–
|
|
|
1967
|
North Capital
Salt Lake City,
Utah
|
$905K
|
–
|
–
|
–
|
|
|
1968
|
Knightsbridge Asset Management
Newport Beach,
California
|
$903K
|
-$252K
|
-2,496
|
-28%
|
|
|
1969
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$903K
|
+$8.6K
|
+85
|
+1%
|
|
|
1970
|
|
$902K
|
–
|
–
|
–
|
|
|
1971
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$901K
|
-$627K
|
-6,201
|
-48%
|
|
|
1972
|
Visionary Horizons
Knoxville,
Tennessee
|
$901K
|
-$9.3K
|
-92
|
-1%
|
|
|
1973
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$901K
|
+$49.1K
|
+486
|
+8%
|
|
|
1974
|
F/M Investments
Washington,
District of Columbia
|
$900K
|
+$652K
|
+6,449
|
New
|
|
|
1975
|
R Squared
Central,
Hong Kong
|
$899K
|
+$651K
|
+6,439
|
New
|
|
