|
1951
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$433K
|
+$111K
|
+768
|
+38%
|
|
|
1952
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$428K
|
+$56.3K
|
+391
|
+17%
|
|
|
1953
|
Lantz Financial
Naperville,
Illinois
|
$426K
|
+$393K
|
+2,729
|
New
|
|
|
1954
|
Fulcrum Equity Management
Plano,
Texas
|
$423K
|
-$528K
|
-3,661
|
-57%
|
|
|
1955
|
McIlrath & Eck
Arlington,
Washington
|
$423K
|
+$6.49K
|
+45
|
+2%
|
|
|
1956
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$423K
|
+$101K
|
+702
|
+35%
|
|
|
1957
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$422K
|
-$86.5K
|
-600
|
-18%
|
|
|
1958
|
Aristotle Capital Management
Los Angeles,
California
|
$422K
|
–
|
–
|
–
|
|
|
1959
|
West Oak Capital
Westlake Village,
California
|
$422K
|
+$16.6K
|
+115
|
+4%
|
|
|
1960
|
CX Institutional
Auburn,
Indiana
|
$419K
|
+$142K
|
+986
|
+58%
|
|
|
1961
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$419K
|
+$387K
|
+2,685
|
New
|
|
|
1962
|
Inscription Capital
Houston,
Texas
|
$414K
|
-$225K
|
-1,562
|
-37%
|
|
|
1963
|
SOL Capital Management
Rockville,
Maryland
|
$412K
|
-$2.88K
|
-20
|
-0.8%
|
|
|
1964
|
Cadence Bank NA
Houston,
Texas
|
$411K
|
+$7.78K
|
+54
|
+2%
|
|
|
1965
|
United Asset Strategies
Garden City,
New York
|
$410K
|
-$13.7K
|
-95
|
-3%
|
|
|
1966
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$410K
|
-$9.8K
|
-68
|
-3%
|
|
|
1967
|
Trexquant Investment
Stamford,
Connecticut
|
$410K
|
+$378K
|
+2,625
|
New
|
|
|
1968
|
Cheviot Value Management
Beverly Hills,
California
|
$409K
|
-$21.6K
|
-150
|
-5%
|
|
|
1969
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$409K
|
+$144
|
+1
|
+0%
|
|
|
1970
|
JSF Financial
Los Angeles,
California
|
$408K
|
+$721
|
+5
|
+0.2%
|
|
|
1971
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$407K
|
–
|
–
|
–
|
|
|
1972
|
|
$406K
|
-$25.4M
|
-176,235
|
-99%
|
|
|
1973
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$404K
|
+$5.04K
|
+35
|
+1%
|
|
|
1974
|
Avidian Wealth Enterprises
Houston,
Texas
|
$403K
|
+$22.2K
|
+154
|
+6%
|
|
|
1975
|
Pin Oak Investment Advisors
Houston,
Texas
|
$402K
|
+$19.9K
|
+138
|
+6%
|
|
