|
1926
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.8M
|
+$624K
|
+2,886
|
+55%
|
|
|
1927
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.79M
|
–
|
–
|
–
|
|
|
1928
|
Harfst & Associates
Sheridan,
Wyoming
|
$1.79M
|
+$61.6K
|
+285
|
+4%
|
|
|
1929
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
$1.78M
|
+$1.74M
|
+8,041
|
New
|
|
|
1930
|
Marcum Wealth
Cleveland,
Ohio
|
$1.78M
|
+$128K
|
+590
|
+8%
|
|
|
1931
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$1.77M
|
+$1.73M
|
+8,000
|
New
|
|
|
1932
|
Trivest Advisors
Hong Kong
|
$1.77M
|
+$1.73M
|
+8,000
|
New
|
|
|
1933
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.77M
|
+$42K
|
+194
|
+2%
|
|
|
1934
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.76M
|
-$75.7K
|
-350
|
-4%
|
|
|
1935
|
Fort Point Capital Partners
San Francisco,
California
|
$1.76M
|
+$102K
|
+470
|
+6%
|
|
|
1936
|
GoalVest Advisory
New York
|
$1.76M
|
+$1.72M
|
+7,940
|
New
|
|
|
1937
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.76M
|
+$97.1K
|
+449
|
+6%
|
|
|
1938
|
First Personal Financial Services
Charlotte,
North Carolina
|
$1.75M
|
+$115K
|
+534
|
+7%
|
|
|
1939
|
Royal Fund Management
Lady Lake,
Florida
|
$1.75M
|
+$33.1K
|
+153
|
+2%
|
|
|
1940
|
Sonen Capital
San Francisco,
California
|
$1.75M
|
–
|
–
|
–
|
|
|
1941
|
Peterson Financial Group
Des Moines,
Iowa
|
$1.75M
|
+$110K
|
+509
|
+7%
|
|
|
1942
|
AJ Wealth Strategies
New York
|
$1.75M
|
–
|
–
|
–
|
|
|
1943
|
Harvey Investment Company
Louisville,
Kentucky
|
$1.74M
|
–
|
–
|
–
|
|
|
1944
|
Advisor Resource Council
Dallas,
Texas
|
$1.74M
|
-$1.83M
|
-8,441
|
-52%
|
|
|
1945
|
WealthShield Partners
Cary,
North Carolina
|
$1.74M
|
+$293K
|
+1,353
|
+21%
|
|
|
1946
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.74M
|
-$49.1K
|
-227
|
-3%
|
|
|
1947
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$1.74M
|
-$153K
|
-708
|
-8%
|
|
|
1948
|
Intellectus Partners
San Francisco,
California
|
$1.73M
|
+$163K
|
+755
|
+11%
|
|
|
1949
|
Two Sigma Securities
New York
|
$1.73M
|
+$1.69M
|
+7,795
|
New
|
|
|
1950
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.73M
|
+$491K
|
+2,272
|
+43%
|
|
