|
1951
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$513K
|
-$21.7K
|
-134
|
-5%
|
|
|
1952
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$513K
|
+$217K
|
+1,342
|
+91%
|
|
|
1953
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$513K
|
+$455K
|
+2,810
|
New
|
|
|
1954
|
Harvey Capital Management
Palm Beach,
Florida
|
$511K
|
+$454K
|
+2,800
|
New
|
|
|
1955
|
CVFG LLC
Shelbyville,
Indiana
|
$510K
|
–
|
–
|
–
|
|
|
1956
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$509K
|
+$15.2K
|
+94
|
+3%
|
|
|
1957
|
Counterpoint Mutual Funds
San Diego,
California
|
$509K
|
+$452K
|
+2,790
|
New
|
|
|
1958
|
Checchi Capital Advisers
Beverly Hills,
California
|
$508K
|
-$260K
|
-1,602
|
-37%
|
|
|
1959
|
Novem Group
Rochester,
New York
|
$507K
|
+$144K
|
+888
|
+47%
|
|
|
1960
|
Barnes Wealth Management Group
Bakersfield,
California
|
$507K
|
-$81K
|
-500
|
-15%
|
|
|
1961
|
Rothschild Capital Partners
New York
|
$504K
|
+$448K
|
+2,764
|
New
|
|
|
1962
|
Evanson Asset Management
Carmel,
California
|
$503K
|
+$87.4K
|
+539
|
+24%
|
|
|
1963
|
Kelleher Financial Advisors
New York
|
$502K
|
+$446K
|
+2,752
|
New
|
|
|
1964
|
Washington Growth Strategies
Washington,
District of Columbia
|
$501K
|
–
|
–
|
–
|
|
|
1965
|
Roberts Capital Advisors
Denver,
Colorado
|
$501K
|
-$1.35M
|
-8,320
|
-75%
|
|
|
1966
|
GWN Securities
Palm Beach Gardens,
Florida
|
$500K
|
-$399K
|
-2,461
|
-47%
|
|
|
1967
|
TCI Wealth Advisors
Tucson,
Arizona
|
$500K
|
-$1.13K
|
-7
|
-0.3%
|
|
|
1968
|
Lee Financial
Dallas,
Texas
|
$499K
|
+$48.1K
|
+297
|
+12%
|
|
|
1969
|
Glass Wealth Management
San Antonio,
Texas
|
$494K
|
+$439K
|
+2,708
|
New
|
|
|
1970
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$494K
|
+$439K
|
+2,706
|
New
|
|
|
1971
|
Arista Wealth Management
Las Vegas,
Nevada
|
$494K
|
+$439K
|
+2,706
|
New
|
|
|
1972
|
Flynn Zito Capital Management
Garden City,
New York
|
$493K
|
-$162
|
-1
|
-0%
|
|
|
1973
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$493K
|
+$63K
|
+389
|
+17%
|
|
|
1974
|
Narus Financial Partners
Salt Lake City,
Utah
|
$493K
|
+$115K
|
+707
|
+35%
|
|
|
1975
|
Sanders Morris Harris
Houston,
Texas
|
$493K
|
+$438K
|
+2,700
|
New
|
|
