|
1951
|
CRA Financial Services
Northfield,
New Jersey
|
$837K
|
+$45.8K
|
+771
|
+6%
|
|
|
1952
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$836K
|
+$148K
|
+2,486
|
+21%
|
|
|
1953
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$835K
|
-$8.79K
|
-148
|
-1%
|
|
|
1954
|
LMR Partners
London,
United Kingdom
|
$833K
|
+$842K
|
+14,182
|
New
|
|
|
1955
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$830K
|
-$16.3K
|
-275
|
-2%
|
|
|
1956
|
Darwin Wealth Management
Tampa,
Florida
|
$829K
|
-$24.6K
|
-414
|
-3%
|
|
|
1957
|
Beta Wealth Group
San Diego,
California
|
$828K
|
+$837K
|
+14,098
|
New
|
|
|
1958
|
West Paces Advisors
Atlanta,
Georgia
|
$827K
|
-$3.5K
|
-59
|
-0.4%
|
|
|
1959
|
MRA Advisory Group
Parsippany,
New Jersey
|
$826K
|
+$835K
|
+14,053
|
New
|
|
|
1960
|
Selective Wealth Management
Forest,
Virginia
|
$825K
|
+$218K
|
+3,665
|
+35%
|
|
|
1961
|
HMS Capital Management
Nashville,
Tennessee
|
$824K
|
-$49.2K
|
-828
|
-6%
|
|
|
1962
|
Taurus Asset Management
New York
|
$823K
|
-$71.8K
|
-1,209
|
-8%
|
|
|
1963
|
SlateStone Wealth
Jupiter,
Florida
|
$822K
|
-$122K
|
-2,052
|
-13%
|
|
|
1964
|
Pinion Investment Advisors
Wichita,
Kansas
|
$821K
|
+$68.7K
|
+1,156
|
+9%
|
|
|
1965
|
Creative Financial Designs
Kokomo,
Indiana
|
$820K
|
-$112K
|
-1,891
|
-12%
|
|
|
1966
|
St. Johns Investment Management
Jacksonville,
Florida
|
$820K
|
-$70.9K
|
-1,194
|
-8%
|
|
|
1967
|
Sequent Asset Management
Houston,
Texas
|
$816K
|
-$12.5K
|
-210
|
-1%
|
|
|
1968
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$815K
|
-$28K
|
-471
|
-3%
|
|
|
1969
|
INVST
Indianapolis,
Indiana
|
$814K
|
+$80.8K
|
+1,361
|
+11%
|
|
|
1970
|
Oxler Private Wealth
Rye Brook,
New York
|
$813K
|
+$822K
|
+13,840
|
New
|
|
|
1971
|
Two Sigma Securities
New York
|
$812K
|
+$591K
|
+9,954
|
+257%
|
|
|
1972
|
NewFocus Financial Group
Vancouver,
Washington
|
$810K
|
+$410K
|
+6,898
|
+100%
|
|
|
1973
|
|
$809K
|
-$29.3K
|
-493
|
-4%
|
|
|
1974
|
Encompass Wealth Advisors
Portland,
Oregon
|
$809K
|
+$818K
|
+13,766
|
New
|
|
|
1975
|
SignalPoint Asset Management
Springfield,
Missouri
|
$807K
|
-$27K
|
-455
|
-3%
|
|
