|
1951
|
Omnia Family Wealth
Aventura,
Florida
|
$227K
|
+$223K
|
+2,217
|
New
|
|
|
1952
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$226K
|
-$10.1K
|
-100
|
-4%
|
|
|
1953
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$226K
|
+$222K
|
+2,208
|
New
|
|
|
1954
|
Legend Capital Advisors
New York
|
$225K
|
–
|
–
|
–
|
|
|
1955
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$224K
|
+$221K
|
+2,196
|
New
|
|
|
1956
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$224K
|
+$221K
|
+2,191
|
New
|
|
|
1957
|
Windward Capital Management
Los Angeles,
California
|
$224K
|
+$220K
|
+2,188
|
New
|
|
|
1958
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$223K
|
+$289K
|
+2,869
|
New
|
|
|
1959
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$223K
|
-$72.2K
|
-717
|
-25%
|
|
|
1960
|
Serenity Investment Advisors
Chicago,
Illinois
|
$222K
|
-$4.83K
|
-48
|
-2%
|
|
|
1961
|
Verition Fund Management
Greenwich,
Connecticut
|
$222K
|
-$21.5M
|
-213,761
|
-99%
|
|
|
1962
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$221K
|
+$218K
|
+2,166
|
New
|
|
|
1963
|
LJI Wealth Management
Indianapolis,
Indiana
|
$221K
|
-$18.5K
|
-184
|
-8%
|
|
|
1964
|
Wall Street Financial Group
Carlinville,
Illinois
|
$221K
|
+$29.8K
|
+296
|
+16%
|
|
|
1965
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$220K
|
+$217K
|
+2,152
|
New
|
|
|
1966
|
James J. Burns & Company
Melville,
New York
|
$220K
|
-$9.27K
|
-92
|
-4%
|
|
|
1967
|
PCM Encore
Aspen,
Colorado
|
$220K
|
+$217K
|
+2,151
|
New
|
|
|
1968
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$220K
|
-$63.6K
|
-632
|
-23%
|
|
|
1969
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$219K
|
+$216K
|
+2,145
|
New
|
|
|
1970
|
OFC Financial Planning
Short Hills,
New Jersey
|
$219K
|
+$216K
|
+2,144
|
New
|
|
|
1971
|
SS&H Financial Advisors
Troy,
Michigan
|
$219K
|
+$216K
|
+2,144
|
New
|
|
|
1972
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$218K
|
+$215K
|
+2,133
|
New
|
|
|
1973
|
Investment Advisory Group
Hanover,
Massachusetts
|
$218K
|
+$215K
|
+2,131
|
New
|
|
|
1974
|
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
|
$217K
|
–
|
–
|
–
|
|
|
1975
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$217K
|
+$214K
|
+2,127
|
New
|
|
