|
1951
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$317K
|
+$10.4K
|
+563
|
+3%
|
|
|
1952
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$315K
|
-$4.57K
|
-247
|
-1%
|
|
|
1953
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$315K
|
+$14.2K
|
+766
|
+5%
|
|
|
1954
|
Brave Asset Management
Summit,
New Jersey
|
$315K
|
+$327K
|
+17,666
|
New
|
|
|
1955
|
WealthTrust Asset Management
Destin,
Florida
|
$314K
|
+$21K
|
+1,133
|
+7%
|
|
|
1956
|
Running Point Capital Advisors
El Segundo,
California
|
$314K
|
+$326K
|
+17,617
|
New
|
|
|
1957
|
Moseley Investment Management
Bradenton,
Florida
|
$313K
|
-$101K
|
-5,447
|
-24%
|
|
|
1958
|
Bouchey Financial Group
Troy,
New York
|
$313K
|
-$13K
|
-705
|
-4%
|
|
|
1959
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$313K
|
-$6.48K
|
-350
|
-2%
|
|
|
1960
|
Wakefield Asset Management
Englewood,
Colorado
|
$313K
|
+$6.77K
|
+366
|
+2%
|
|
|
1961
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$312K
|
+$28K
|
+1,516
|
+9%
|
|
|
1962
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$312K
|
-$39.4K
|
-2,128
|
-11%
|
|
|
1963
|
Willis Johnson & Associates
Houston,
Texas
|
$311K
|
-$106K
|
-5,723
|
-25%
|
|
|
1964
|
Key Financial Inc
West Chester,
Pennsylvania
|
$308K
|
+$94K
|
+5,079
|
+42%
|
|
|
1965
|
Jupiter Asset Management
London,
United Kingdom
|
$307K
|
-$16M
|
-865,689
|
-98%
|
|
|
1966
|
WBH Advisory
Baltimore,
Maryland
|
$307K
|
-$84.4K
|
-4,563
|
-18%
|
|
|
1967
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$307K
|
+$52.8K
|
+2,852
|
+20%
|
|
|
1968
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$306K
|
-$24.6K
|
-1,330
|
-9%
|
|
|
1969
|
First Wilshire Securities Management
Pasadena,
California
|
$306K
|
–
|
–
|
–
|
|
|
1970
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$306K
|
+$53.2K
|
+2,874
|
+20%
|
|
|
1971
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$306K
|
+$74.4K
|
+4,022
|
+31%
|
|
|
1972
|
Global Financial Private Client
Sarasota,
Florida
|
$306K
|
+$123K
|
+6,628
|
+65%
|
|
|
1973
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$304K
|
+$315K
|
+17,035
|
New
|
|
|
1974
|
Aspiriant LLC
Los Angeles,
California
|
$303K
|
-$62.9K
|
-3,402
|
-17%
|
|
|
1975
|
SFG Wealth Management
Towson,
Maryland
|
$303K
|
-$703
|
-38
|
-0.2%
|
|
