|
1926
|
Legacy Capital Group California
Los Gatos,
California
|
$780K
|
-$169K
|
-1,780
|
-20%
|
|
|
1927
|
Bell Bank
Fargo,
North Dakota
|
$780K
|
+$117K
|
+1,240
|
+22%
|
|
|
1928
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$780K
|
+$32.2K
|
+340
|
+5%
|
|
|
1929
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$777K
|
+$40.7K
|
+430
|
+7%
|
|
|
1930
|
Granite Group Advisors
Stamford,
Connecticut
|
$776K
|
+$568K
|
+6,000
|
New
|
|
|
1931
|
Asahi Life Asset Management
Tokyo,
Japan
|
$774K
|
-$502K
|
-5,300
|
-43%
|
|
|
1932
|
LexAurum Advisors
Overland Park,
Kansas
|
$772K
|
+$4.73K
|
+50
|
+0.7%
|
|
|
1933
|
Elevatus Welath Management
Victor,
New York
|
$772K
|
+$18.9K
|
+200
|
+3%
|
|
|
1934
|
CSS LLC
Chicago,
Illinois
|
$770K
|
-$18.9K
|
-200
|
-3%
|
|
|
1935
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$770K
|
+$653K
|
+6,900
|
New
|
|
|
1936
|
Vest Financial
Mclean,
Virginia
|
$769K
|
+$652K
|
+6,890
|
New
|
|
|
1937
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$768K
|
+$651K
|
+6,880
|
New
|
|
|
1938
|
Osborne Partners Capital Management
San Francisco,
California
|
$766K
|
-$246K
|
-2,600
|
-27%
|
|
|
1939
|
Fiduciary Group
Savannah,
Georgia
|
$766K
|
-$54K
|
-570
|
-8%
|
|
|
1940
|
Addison Advisors
Middlebury,
Vermont
|
$765K
|
+$562K
|
+5,930
|
+645%
|
|
|
1941
|
Advisor OS
Chicago,
Illinois
|
$765K
|
+$6.63K
|
+70
|
+1%
|
|
|
1942
|
Beacon Financial Group
Dallas,
Texas
|
$762K
|
+$205K
|
+2,160
|
+46%
|
|
|
1943
|
MRA Advisory Group
Parsippany,
New Jersey
|
$761K
|
+$122K
|
+1,290
|
+23%
|
|
|
1944
|
Sunpointe
St. Louis,
Missouri
|
$761K
|
+$646K
|
+6,820
|
New
|
|
|
1945
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$761K
|
-$25.6K
|
-270
|
-4%
|
|
|
1946
|
F/M Investments
Washington,
District of Columbia
|
$760K
|
+$56.8K
|
+600
|
+10%
|
|
|
1947
|
Woodward Diversified Capital
Bakersfield,
California
|
$759K
|
-$47.3K
|
-500
|
-7%
|
|
|
1948
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$757K
|
-$3.79K
|
-40
|
-0.6%
|
|
|
1949
|
Valmark Advisers
Akron,
Ohio
|
$756K
|
+$35K
|
+370
|
+6%
|
|
|
1950
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$756K
|
+$48.3K
|
+510
|
+8%
|
|
