|
1951
|
Members Trust
Tampa,
Florida
|
$238K
|
–
|
–
|
–
|
|
|
1952
|
|
$238K
|
+$283K
|
+3,300
|
New
|
|
|
1953
|
Hillman Capital Management
Bethesda,
Maryland
|
$237K
|
-$177K
|
-2,064
|
-39%
|
|
|
1954
|
Eschler Asset Management
London,
United Kingdom
|
$237K
|
+$282K
|
+3,290
|
New
|
|
|
1955
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$237K
|
+$21.6K
|
+252
|
+8%
|
|
|
1956
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$236K
|
+$9.68K
|
+113
|
+4%
|
|
|
1957
|
HUB Investment Partners
Austin,
Texas
|
$234K
|
+$44.9K
|
+524
|
+19%
|
|
|
1958
|
Gray Wealth Management
Bangor,
Maine
|
$233K
|
-$45K
|
-525
|
-14%
|
|
|
1959
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$233K
|
+$24.4K
|
+285
|
+10%
|
|
|
1960
|
Perennial Investment Advisors
Los Angeles,
California
|
$233K
|
-$4.03K
|
-47
|
-1%
|
|
|
1961
|
Segment Wealth Management
Houston,
Texas
|
$232K
|
-$8.95M
|
-104,536
|
-97%
|
|
|
1962
|
Wills Financial Group
Richmond,
Virginia
|
$232K
|
–
|
–
|
–
|
|
|
1963
|
Invictus Private Wealth
Denver,
Colorado
|
$231K
|
-$257
|
-3
|
-0.1%
|
|
|
1964
|
Shikiar Asset Management
New York
|
$231K
|
-$5.31M
|
-61,990
|
-95%
|
|
|
1965
|
Heritage Investment Group
Pompano Beach,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
1966
|
PRW Wealth Management
Quincy,
Massachusetts
|
$231K
|
-$42.7K
|
-499
|
-15%
|
|
|
1967
|
Plancorp LLC
Saint Louis,
Missouri
|
$230K
|
-$18.2K
|
-213
|
-6%
|
|
|
1968
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$229K
|
-$5.82K
|
-68
|
-2%
|
|
|
1969
|
Rede Wealth
Charlottesville,
Virginia
|
$229K
|
-$73.1K
|
-854
|
-21%
|
|
|
1970
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$228K
|
+$115K
|
+1,342
|
+73%
|
|
|
1971
|
Ranch Capital Advisors
Sarasota,
Florida
|
$228K
|
-$9.85K
|
-115
|
-4%
|
|
|
1972
|
Buckhead Capital Management
Atlanta,
Georgia
|
$228K
|
–
|
–
|
–
|
|
|
1973
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$228K
|
+$40.9K
|
+478
|
+18%
|
|
|
1974
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$227K
|
–
|
–
|
–
|
|
|
1975
|
Joule Financial
Lexington,
Kentucky
|
$227K
|
+$25.5K
|
+298
|
+10%
|
|
