|
1926
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$708K
|
+$129K
|
+2,000
|
+23%
|
|
|
1927
|
Jackson Square Capital
San Francisco,
California
|
$706K
|
+$681K
|
+10,560
|
New
|
|
|
1928
|
Perennial Investment Advisors
Los Angeles,
California
|
$705K
|
+$679K
|
+10,520
|
New
|
|
|
1929
|
Estabrook Capital Management
New York
|
$705K
|
–
|
–
|
–
|
|
|
1930
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$703K
|
-$19.4K
|
-300
|
-3%
|
|
|
1931
|
Cooper Financial Group
Irvine,
California
|
$703K
|
+$21.9K
|
+340
|
+3%
|
|
|
1932
|
Bath Savings Trust
Bath,
Maine
|
$698K
|
+$83.9K
|
+1,300
|
+14%
|
|
|
1933
|
Marco Investment Management
Atlanta,
Georgia
|
$697K
|
–
|
–
|
–
|
|
|
1934
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$695K
|
-$6.45K
|
-100
|
-1%
|
|
|
1935
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$695K
|
–
|
–
|
–
|
|
|
1936
|
Willow Creek Wealth Management
Sebastopol,
California
|
$694K
|
–
|
–
|
–
|
|
|
1937
|
Rice Partnership
Honolulu,
Hawaii
|
$694K
|
+$125K
|
+1,940
|
+23%
|
|
|
1938
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$690K
|
-$18.1K
|
-280
|
-3%
|
|
|
1939
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$686K
|
+$489K
|
+7,580
|
+283%
|
|
|
1940
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$685K
|
-$12.9K
|
-200
|
-2%
|
|
|
1941
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$685K
|
–
|
–
|
–
|
|
|
1942
|
Argent Advisors
Monroe,
Louisiana
|
$685K
|
+$621K
|
+9,620
|
New
|
|
|
1943
|
First National Trust
Hermitage,
Pennsylvania
|
$682K
|
-$38.7K
|
-600
|
-6%
|
|
|
1944
|
PFG Advisors
Phoenix,
Arizona
|
$678K
|
-$7.74K
|
-120
|
-1%
|
|
|
1945
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$677K
|
-$143K
|
-2,220
|
-18%
|
|
|
1946
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$677K
|
–
|
–
|
–
|
|
|
1947
|
Zhang Financial
Portage,
Michigan
|
$677K
|
+$256K
|
+3,960
|
+68%
|
|
|
1948
|
Ritholtz Wealth Management
New York
|
$673K
|
+$9.03K
|
+140
|
+1%
|
|
|
1949
|
Strategic Advisors
New York
|
$671K
|
-$45.2K
|
-700
|
-7%
|
|
|
1950
|
Arcus Capital Partners
Atlanta,
Georgia
|
$671K
|
-$1.29K
|
-20
|
-0.2%
|
|
