|
1926
|
Stokes Family Office
New Orleans,
Louisiana
|
$446K
|
+$105K
|
+394
|
+29%
|
|
|
1927
|
Aspire Capital Advisors
Seattle,
Washington
|
$445K
|
+$49.2K
|
+184
|
+12%
|
|
|
1928
|
Raleigh Capital Management
Cary,
North Carolina
|
$444K
|
+$14.7K
|
+55
|
+3%
|
|
|
1929
|
Richardson Financial Services
Medway,
Massachusetts
|
$444K
|
-$14.4K
|
-54
|
-3%
|
|
|
1930
|
Wedge Capital Management
Charlotte,
North Carolina
|
$442K
|
-$2.68K
|
-10
|
-0.6%
|
|
|
1931
|
West Branch Capital
Amherst,
Massachusetts
|
$442K
|
+$89.4K
|
+334
|
+24%
|
|
|
1932
|
Cedar Wealth Management
Walnut Creek,
California
|
$441K
|
-$6.42K
|
-24
|
-1%
|
|
|
1933
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$441K
|
-$42K
|
-157
|
-8%
|
|
|
1934
|
Wayfinding Financial
Lynnwood,
Washington
|
$439K
|
-$15K
|
-56
|
-3%
|
|
|
1935
|
Peninsula Wealth
San Francisco,
California
|
$438K
|
-$9.1K
|
-34
|
-2%
|
|
|
1936
|
Capital Performance Advisors
Walnut Creek,
California
|
$438K
|
+$5.08K
|
+19
|
+1%
|
|
|
1937
|
J.W. Coons Advisors
Columbus,
Ohio
|
$438K
|
+$113K
|
+421
|
+33%
|
|
|
1938
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$436K
|
+$194K
|
+726
|
+75%
|
|
|
1939
|
One Wealth Advisors
San Francisco,
California
|
$435K
|
-$11K
|
-41
|
-2%
|
|
|
1940
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$434K
|
-$59.4K
|
-222
|
-12%
|
|
|
1941
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$432K
|
+$450K
|
+1,680
|
New
|
|
|
1942
|
SlateStone Wealth
Jupiter,
Florida
|
$430K
|
+$41.5K
|
+155
|
+10%
|
|
|
1943
|
Legacy Edge Advisors
Syosset,
New York
|
$430K
|
+$106K
|
+395
|
+31%
|
|
|
1944
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$429K
|
-$77.3K
|
-289
|
-15%
|
|
|
1945
|
Pioneer Wealth Management Group
Austin,
Texas
|
$429K
|
+$217K
|
+812
|
+95%
|
|
|
1946
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$429K
|
-$774K
|
-2,891
|
-63%
|
|
|
1947
|
Howland Capital Management
Boston,
Massachusetts
|
$428K
|
+$446K
|
+1,665
|
New
|
|
|
1948
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$427K
|
+$2.41K
|
+9
|
+0.5%
|
|
|
1949
|
American National Bank & Trust
Wichita Falls,
Texas
|
$426K
|
-$420K
|
-1,571
|
-49%
|
|
|
1950
|
Arden Trust
Wilmington,
Delaware
|
$424K
|
-$1.61K
|
-6
|
-0.4%
|
|
