|
1951
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$535K
|
+$18.2K
|
+387
|
+4%
|
|
|
1952
|
Highland Private Wealth Management
Bellevue,
Washington
|
$535K
|
+$23.5K
|
+501
|
+5%
|
|
|
1953
|
Mizuho Securities USA
New York
|
$534K
|
-$1.24M
|
-26,334
|
-71%
|
|
|
1954
|
Peterson Wealth Advisors
Orem,
Utah
|
$533K
|
-$31.5K
|
-672
|
-6%
|
|
|
1955
|
Spinnaker Investment Group
Newport Beach,
California
|
$533K
|
+$6.2K
|
+132
|
+1%
|
|
|
1956
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$532K
|
-$144K
|
-3,063
|
-22%
|
|
|
1957
|
Prelude Capital Management
New York
|
$531K
|
-$1.77M
|
-37,731
|
-78%
|
|
|
1958
|
Westshore Wealth
Newport Beach,
California
|
$531K
|
+$23.5K
|
+501
|
+5%
|
|
|
1959
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$531K
|
+$136K
|
+2,892
|
+37%
|
|
|
1960
|
Penserra Capital Management
Orinda,
California
|
$529K
|
-$27.6M
|
-588,036
|
-98%
|
|
|
1961
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$528K
|
–
|
–
|
–
|
|
|
1962
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$528K
|
+$986
|
+21
|
+0.2%
|
|
|
1963
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$527K
|
-$60.6K
|
-1,290
|
-11%
|
|
|
1964
|
Pluribus Labs
Mill Valley,
California
|
$527K
|
-$35.9K
|
-765
|
-7%
|
|
|
1965
|
Valley Wealth Managers
Paramus,
New Jersey
|
$527K
|
-$25.6K
|
-546
|
-5%
|
|
|
1966
|
Matisse Capital
Portland,
Oregon
|
$527K
|
+$21.1K
|
+450
|
+4%
|
|
|
1967
|
Resource Planning Group
Atlanta,
Georgia
|
$526K
|
+$141
|
+3
|
+0%
|
|
|
1968
|
Transform Wealth
Greenwood Village,
Colorado
|
$525K
|
-$6.66M
|
-141,906
|
-93%
|
|
|
1969
|
Derbend Asset Management
Peachtree City,
Georgia
|
$525K
|
–
|
–
|
–
|
|
|
1970
|
Forte Capital
Rochester,
New York
|
$524K
|
–
|
–
|
–
|
|
|
1971
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$524K
|
+$495K
|
+10,554
|
New
|
|
|
1972
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$523K
|
–
|
–
|
–
|
|
|
1973
|
1900 Wealth Management
San Antonio,
Texas
|
$523K
|
+$141
|
+3
|
+0%
|
|
|
1974
|
O'Rourke & Company
Boston,
Massachusetts
|
$522K
|
+$30.4K
|
+648
|
+7%
|
|
|
1975
|
Middleton & Co
Boston,
Massachusetts
|
$522K
|
+$120K
|
+2,550
|
+32%
|
|
