|
1951
|
Asset One Wealth Management
Bellevue,
Washington
|
$651K
|
+$798K
|
+4,409
|
New
|
|
|
1952
|
Traveka Wealth
Los Altos,
California
|
$651K
|
-$5.79K
|
-32
|
-0.9%
|
|
|
1953
|
Williams Jones Wealth Management
New York
|
$651K
|
-$43.4K
|
-240
|
-6%
|
|
|
1954
|
Cabot Wealth Management
Salem,
Massachusetts
|
$650K
|
–
|
–
|
–
|
|
|
1955
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$650K
|
-$127K
|
-700
|
-16%
|
|
|
1956
|
Pilgrim Partners Asia
Singapore
|
$647K
|
–
|
–
|
–
|
|
|
1957
|
BCGM Wealth Management
Lafayette,
Indiana
|
$647K
|
–
|
–
|
–
|
|
|
1958
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$641K
|
+$28.1K
|
+155
|
+4%
|
|
|
1959
|
Brucke Financial
Indianapolis,
Indiana
|
$640K
|
-$26.1K
|
-144
|
-4%
|
|
|
1960
|
|
$640K
|
–
|
–
|
–
|
|
|
1961
|
Graham Capital Management
Rowayton,
Connecticut
|
$639K
|
-$1.39M
|
-7,702
|
-68%
|
|
|
1962
|
Checchi Capital Advisers
Beverly Hills,
California
|
$639K
|
+$147K
|
+811
|
+29%
|
|
|
1963
|
Occidental Asset Management
Burlingame,
California
|
$639K
|
+$295K
|
+1,629
|
+83%
|
|
|
1964
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$637K
|
+$439K
|
+2,425
|
+209%
|
|
|
1965
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$637K
|
-$2.35K
|
-13
|
-0.4%
|
|
|
1966
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$635K
|
-$86K
|
-475
|
-12%
|
|
|
1967
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$635K
|
+$1.81K
|
+10
|
+0.3%
|
|
|
1968
|
Triton Wealth Management
Sun City,
Arizona
|
$635K
|
+$63.7K
|
+352
|
+10%
|
|
|
1969
|
Koshinski Asset Management
Decatur,
Illinois
|
$635K
|
+$88.5K
|
+489
|
+16%
|
|
|
1970
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$635K
|
+$646K
|
+3,570
|
New
|
|
|
1971
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
$633K
|
+$644K
|
+3,560
|
New
|
|
|
1972
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$632K
|
–
|
–
|
–
|
|
|
1973
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$632K
|
+$644K
|
+3,558
|
New
|
|
|
1974
|
Accredited Investors
Edina,
Minnesota
|
$632K
|
+$84.9K
|
+469
|
+15%
|
|
|
1975
|
Moody National Bank Trust Division
Galveston,
Texas
|
$630K
|
-$30.2K
|
-167
|
-4%
|
|
