|
1926
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$299K
|
–
|
–
|
–
|
|
|
1927
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$298K
|
-$38.8K
|
-110
|
-10%
|
|
|
1928
|
InceptionR
Lafayette,
California
|
$298K
|
+$337K
|
+955
|
New
|
|
|
1929
|
Kelly Financial Services
Braintree,
Massachusetts
|
$298K
|
+$49.8K
|
+141
|
+17%
|
|
|
1930
|
Kelleher Financial Advisors
New York
|
$296K
|
+$35.7K
|
+101
|
+12%
|
|
|
1931
|
SOL Capital Management
Rockville,
Maryland
|
$296K
|
–
|
–
|
–
|
|
|
1932
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$296K
|
+$1.77K
|
+5
|
+0.5%
|
|
|
1933
|
180 Wealth Advisors
Federal Way,
Washington
|
$295K
|
-$32.5K
|
-92
|
-9%
|
|
|
1934
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$295K
|
+$2.47K
|
+7
|
+0.7%
|
|
|
1935
|
Blue Barn Wealth
Orem,
Utah
|
$295K
|
-$22.6K
|
-64
|
-6%
|
|
|
1936
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$295K
|
-$9.54K
|
-27
|
-3%
|
|
|
1937
|
Seelaus Asset Management
Chatham,
New Jersey
|
$294K
|
–
|
–
|
–
|
|
|
1938
|
My Legacy Advisors
Bend,
Oregon
|
$294K
|
-$39.9K
|
-113
|
-11%
|
|
|
1939
|
Encompass More Asset Management
Danville,
California
|
$293K
|
-$6.71K
|
-19
|
-2%
|
|
|
1940
|
Opinicus Capital
Tampa,
Florida
|
$293K
|
-$47.7K
|
-135
|
-13%
|
|
|
1941
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$292K
|
–
|
–
|
–
|
|
|
1942
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$291K
|
+$68.2K
|
+193
|
+26%
|
|
|
1943
|
LVW Advisors
Pittsford,
New York
|
$290K
|
-$3.88K
|
-11
|
-1%
|
|
|
1944
|
Ballast Inc
Lexington,
Kentucky
|
$290K
|
–
|
–
|
–
|
|
|
1945
|
Lavaca Capital
Houston,
Texas
|
$290K
|
+$1.06K
|
+3
|
+0.3%
|
|
|
1946
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$290K
|
+$30.4K
|
+86
|
+10%
|
|
|
1947
|
Clear Creek Financial Management
Silverdale,
Washington
|
$290K
|
+$95.4K
|
+270
|
+41%
|
|
|
1948
|
HUB Investment Partners
Austin,
Texas
|
$289K
|
-$515K
|
-1,459
|
-61%
|
|
|
1949
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$288K
|
+$36.4K
|
+103
|
+13%
|
|
|
1950
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$288K
|
-$121K
|
-344
|
-27%
|
|
