|
1926
|
|
$809K
|
–
|
–
|
–
|
|
|
1927
|
Constitution Capital
Shelton,
Connecticut
|
$809K
|
–
|
–
|
–
|
|
|
1928
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$809K
|
–
|
–
|
–
|
|
|
1929
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$809K
|
-$73.1K
|
-75
|
-9%
|
|
|
1930
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$805K
|
+$26.3K
|
+27
|
+4%
|
|
|
1931
|
|
$804K
|
-$24.4K
|
-25
|
-3%
|
|
|
1932
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$804K
|
+$217K
|
+223
|
+39%
|
|
|
1933
|
Quintet Private Bank (Europe)
Luxembourg
|
$803K
|
-$484K
|
-496
|
-38%
|
|
|
1934
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$803K
|
+$43.9K
|
+45
|
+6%
|
|
|
1935
|
WMS Group
Folsom,
Louisiana
|
$802K
|
+$773K
|
+793
|
New
|
|
|
1936
|
Impact Investors
San Francisco,
California
|
$801K
|
+$17.5K
|
+18
|
+2%
|
|
|
1937
|
Ironwood Investment Management
Boston,
Massachusetts
|
$798K
|
-$97.5K
|
-100
|
-11%
|
|
|
1938
|
Kane Investment Management
Los Gatos,
California
|
$798K
|
+$37K
|
+38
|
+5%
|
|
|
1939
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$796K
|
-$46.8K
|
-48
|
-6%
|
|
|
1940
|
Prospect Financial Services
Melville,
New York
|
$794K
|
-$24.4K
|
-25
|
-3%
|
|
|
1941
|
Hohimer Wealth Management
Seattle,
Washington
|
$793K
|
+$2.92K
|
+3
|
+0.4%
|
|
|
1942
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$792K
|
+$105K
|
+108
|
+16%
|
|
|
1943
|
Investment Partners
New Philadelphia,
Ohio
|
$792K
|
+$27.3K
|
+28
|
+4%
|
|
|
1944
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$792K
|
+$2.92K
|
+3
|
+0.4%
|
|
|
1945
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$792K
|
+$308K
|
+316
|
+68%
|
|
|
1946
|
Falcon Wealth Planning
Ontario,
California
|
$790K
|
+$9.75K
|
+10
|
+1%
|
|
|
1947
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$788K
|
-$1.95K
|
-2
|
-0.3%
|
|
|
1948
|
Michael S. Ryan Inc
Latham,
New York
|
$788K
|
+$11.7K
|
+12
|
+2%
|
|
|
1949
|
Cambiar Investors
Denver,
Colorado
|
$787K
|
-$975
|
-1
|
-0.1%
|
|
|
1950
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$787K
|
+$181K
|
+186
|
+31%
|
|
