|
1926
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$773K
|
+$59.4K
|
+555
|
+7%
|
|
|
1927
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$772K
|
-$24.8K
|
-232
|
-3%
|
|
|
1928
|
Schulhoff & Co
Cincinnati,
Ohio
|
$770K
|
-$13.4K
|
-125
|
-2%
|
|
|
1929
|
Excalibur Management
Waltham,
Massachusetts
|
$768K
|
+$68.6K
|
+641
|
+9%
|
|
|
1930
|
Harvest Volatility Management
Norwalk,
Connecticut
|
$768K
|
+$158K
|
+1,476
|
+23%
|
|
|
1931
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$766K
|
-$2.25K
|
-21
|
-0.3%
|
|
|
1932
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$766K
|
+$1.71K
|
+16
|
+0.2%
|
|
|
1933
|
Accredited Investors
Edina,
Minnesota
|
$765K
|
+$1.28K
|
+12
|
+0.1%
|
|
|
1934
|
Vigilant Capital Management
Portland,
Maine
|
$765K
|
+$215K
|
+2,010
|
+33%
|
|
|
1935
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$762K
|
-$2.04M
|
-19,079
|
-71%
|
|
|
1936
|
Intellectus Partners
San Francisco,
California
|
$759K
|
–
|
–
|
–
|
|
|
1937
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$757K
|
+$8.88K
|
+83
|
+1%
|
|
|
1938
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$757K
|
-$2.14K
|
-20
|
-0.2%
|
|
|
1939
|
Waycross Partners
Louisville,
Kentucky
|
$755K
|
-$1.28M
|
-11,934
|
-60%
|
|
|
1940
|
Chatham Capital Group
Savannah,
Georgia
|
$755K
|
+$97.4K
|
+910
|
+13%
|
|
|
1941
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$753K
|
+$112K
|
+1,051
|
+15%
|
|
|
1942
|
XR Securities
Chicago,
Illinois
|
$752K
|
+$95.5K
|
+892
|
+13%
|
|
|
1943
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$751K
|
-$93.6K
|
-875
|
-10%
|
|
|
1944
|
WP Advisors
San Francisco,
California
|
$748K
|
+$21.7K
|
+203
|
+3%
|
|
|
1945
|
ERn Financial LLC
Middleton,
Wisconsin
|
$748K
|
+$35.5K
|
+332
|
+4%
|
|
|
1946
|
Biltmore Family Office
Charlotte,
North Carolina
|
$747K
|
–
|
–
|
–
|
|
|
1947
|
Trek Financial
Scottsdale,
Arizona
|
$746K
|
-$24.4K
|
-228
|
-3%
|
|
|
1948
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$746K
|
+$59.5K
|
+556
|
+8%
|
|
|
1949
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$745K
|
-$2.82M
|
-26,335
|
-77%
|
|
|
1950
|
Weaver Consulting Group
Huntington Beach,
California
|
$745K
|
-$57K
|
-533
|
-6%
|
|
