|
1926
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$270K
|
–
|
–
|
–
|
|
|
1927
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$270K
|
+$68.8K
|
+226
|
+34%
|
|
|
1928
|
Facet Wealth Inc
Baltimore,
Maryland
|
$269K
|
+$48.1K
|
+158
|
+19%
|
|
|
1929
|
Values Added Financial
Washington,
District of Columbia
|
$269K
|
+$63K
|
+207
|
+30%
|
|
|
1930
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$268K
|
-$2.74K
|
-9
|
-1%
|
|
|
1931
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$268K
|
+$273K
|
+898
|
New
|
|
|
1932
|
LVW Advisors
Pittsford,
New York
|
$268K
|
-$10.4K
|
-34
|
-4%
|
|
|
1933
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$268K
|
–
|
–
|
–
|
|
|
1934
|
E.S. Barr & Co
Lexington,
Kentucky
|
$267K
|
–
|
–
|
–
|
|
|
1935
|
Renasant Bank
Tupelo,
Mississippi
|
$267K
|
-$19.8K
|
-65
|
-7%
|
|
|
1936
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$267K
|
-$160K
|
-524
|
-37%
|
|
|
1937
|
Alta Capital Management
Salt Lake City,
Utah
|
$263K
|
–
|
–
|
–
|
|
|
1938
|
Grandfield & Dodd
New York
|
$262K
|
-$206K
|
-677
|
-44%
|
|
|
1939
|
Willner & Heller
Encino,
California
|
$262K
|
+$28.9K
|
+95
|
+12%
|
|
|
1940
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$261K
|
+$44.2K
|
+145
|
+20%
|
|
|
1941
|
Sentinus LLC
Oak Brook,
Illinois
|
$261K
|
+$6.7K
|
+22
|
+3%
|
|
|
1942
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$260K
|
-$734K
|
-2,411
|
-73%
|
|
|
1943
|
Core Wealth Partners
Santa Rosa,
California
|
$260K
|
+$7.61K
|
+25
|
+3%
|
|
|
1944
|
MCF Advisors
Covington,
Kentucky
|
$259K
|
-$1.83K
|
-6
|
-0.7%
|
|
|
1945
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$259K
|
+$25.9K
|
+85
|
+11%
|
|
|
1946
|
Cora Capital Advisors
Marlton,
New Jersey
|
$258K
|
+$9.14K
|
+30
|
+4%
|
|
|
1947
|
Endeavor Private Wealth
Topeka,
Kansas
|
$257K
|
+$17.7K
|
+58
|
+7%
|
|
|
1948
|
|
$256K
|
-$16.3M
|
-53,357
|
-98%
|
|
|
1949
|
ARS Investment Partners
New York
|
$256K
|
–
|
–
|
–
|
|
|
1950
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$256K
|
-$14.3K
|
-47
|
-5%
|
|
