|
1926
|
HFR Wealth Management
Niskayuna,
New York
|
$22.3M
|
-$767K
|
-2,683
|
-3%
|
|
|
1927
|
Act Two Investors
Santa Cruz,
California
|
$22.3M
|
-$3.15K
|
-11
|
-0%
|
|
|
1928
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$22.3M
|
+$38.6K
|
+135
|
+0.2%
|
|
|
1929
|
Buck Wealth Strategies
Denver,
Colorado
|
$22.3M
|
+$98.7K
|
+345
|
+0.4%
|
|
|
1930
|
Formuepleje A/S
Aarhus C,
Denmark
|
$22.3M
|
+$22.1M
|
+77,122
|
New
|
|
|
1931
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$22.3M
|
-$120K
|
-419
|
-0.5%
|
|
|
1932
|
World Equity Group
Schaumburg,
Illinois
|
$22.3M
|
-$475K
|
-1,662
|
-2%
|
|
|
1933
|
TRB Wealth Management
Houston,
Texas
|
$22.3M
|
-$2.51M
|
-8,789
|
-10%
|
|
|
1934
|
Alteri Wealth
Westlake Village,
California
|
$22.3M
|
+$534K
|
+1,866
|
+2%
|
|
|
1935
|
Little House Capital
Braintree,
Massachusetts
|
$22.2M
|
+$233K
|
+816
|
+1%
|
|
|
1936
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$22.2M
|
-$66.6K
|
-233
|
-0.3%
|
|
|
1937
|
Chatham Capital Group
Savannah,
Georgia
|
$22.2M
|
-$89.2K
|
-312
|
-0.4%
|
|
|
1938
|
111 Capital
Paris,
France
|
$22.2M
|
-$246K
|
-861
|
-1%
|
|
|
1939
|
Convergence Financial
Columbia,
Missouri
|
$22.2M
|
+$10.7M
|
+37,290
|
+95%
|
|
|
1940
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$22.2M
|
-$120K
|
-420
|
-0.5%
|
|
|
1941
|
William John Sempolinski
Easton,
Massachusetts
|
$22.2M
|
-$66.6K
|
-233
|
-0.3%
|
|
|
1942
|
Atlas Wealth
Cincinnati,
Ohio
|
$22.1M
|
-$401K
|
-1,401
|
-2%
|
|
|
1943
|
Third View Private Wealth
Westport,
Connecticut
|
$22.1M
|
+$1.88M
|
+6,588
|
+9%
|
|
|
1944
|
O'Rourke & Company
Boston,
Massachusetts
|
$22.1M
|
-$225K
|
-786
|
-1%
|
|
|
1945
|
First Interstate Bank
Billings,
Montana
|
$22.1M
|
-$784K
|
-2,742
|
-3%
|
|
|
1946
|
Mattern Capital Management
Lakewood,
Colorado
|
$22.1M
|
-$354K
|
-1,238
|
-2%
|
|
|
1947
|
Clear Trail Advisors
Houston,
Texas
|
$22.1M
|
-$792K
|
-2,770
|
-4%
|
|
|
1948
|
MV Capital Management
Bethesda,
Maryland
|
$22.1M
|
-$774K
|
-2,707
|
-3%
|
|
|
1949
|
3Chopt Investment Partners
Richmond,
Virginia
|
$22M
|
+$1.58M
|
+5,530
|
+8%
|
|
|
1950
|
Financial Consulate
Hunt Valley,
Maryland
|
$22M
|
-$363K
|
-1,270
|
-2%
|
|
