|
1926
|
Penbrook Management
New York
|
$10.7M
|
-$11.6K
|
-40
|
-0.1%
|
|
|
1927
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$10.7M
|
-$110K
|
-377
|
-1%
|
|
|
1928
|
Endurance Wealth Management
Providence,
Rhode Island
|
$10.6M
|
-$38.1K
|
-131
|
-0.3%
|
|
|
1929
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10.6M
|
+$337K
|
+1,158
|
+3%
|
|
|
1930
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$10.6M
|
+$378K
|
+1,300
|
+4%
|
|
|
1931
|
Force Hill Capital Management
New York
|
$10.6M
|
+$10.9M
|
+37,580
|
New
|
|
|
1932
|
Orca Investment Management
Roseburg,
Oregon
|
$10.6M
|
-$406K
|
-1,394
|
-4%
|
|
|
1933
|
|
$10.6M
|
-$29.7K
|
-102
|
-0.3%
|
|
|
1934
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$10.5M
|
-$335K
|
-1,150
|
-3%
|
|
|
1935
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$10.5M
|
+$1.91M
|
+6,555
|
+21%
|
|
|
1936
|
Graypoint LLC
Albany,
New York
|
$10.5M
|
+$1.25M
|
+4,291
|
+13%
|
|
|
1937
|
Marcum Wealth
Cleveland,
Ohio
|
$10.5M
|
+$978K
|
+3,361
|
+10%
|
|
|
1938
|
Socorro Asset Management
Dallas,
Texas
|
$10.5M
|
+$132K
|
+453
|
+1%
|
|
|
1939
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$10.5M
|
+$137K
|
+470
|
+1%
|
|
|
1940
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$10.5M
|
+$21.2K
|
+73
|
+0.2%
|
|
|
1941
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$10.5M
|
-$402K
|
-1,380
|
-4%
|
|
|
1942
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$10.5M
|
-$326K
|
-1,120
|
-3%
|
|
|
1943
|
Tiedemann Advisors
New York
|
$10.5M
|
-$1.1M
|
-3,794
|
-9%
|
|
|
1944
|
J.W. Coons Advisors
Columbus,
Ohio
|
$10.5M
|
-$31.1K
|
-107
|
-0.3%
|
|
|
1945
|
Roberts Wealth Advisors
Palo Alto,
California
|
$10.4M
|
+$10.8M
|
+37,030
|
New
|
|
|
1946
|
Trivium Point Advisory
Westport,
Connecticut
|
$10.4M
|
+$415K
|
+1,427
|
+4%
|
|
|
1947
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$10.4M
|
+$150K
|
+517
|
+1%
|
|
|
1948
|
|
$10.4M
|
-$2.39M
|
-8,212
|
-18%
|
|
|
1949
|
Exane Derivatives
Paris,
France
|
$10.4M
|
-$679K
|
-2,335
|
-6%
|
|
|
1950
|
Verition Fund Management
Greenwich,
Connecticut
|
$10.4M
|
-$294M
|
-1,010,930
|
-96%
|
|
