|
1926
|
Kelly Financial Services
Braintree,
Massachusetts
|
$60.2K
|
+$11.3K
|
+29
|
+25%
|
|
|
1927
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$58.1K
|
–
|
–
|
–
|
|
|
1928
|
Sachetta
Lynnfield,
Massachusetts
|
$54.8K
|
–
|
–
|
–
|
|
|
1929
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$54.7K
|
–
|
–
|
–
|
|
|
1930
|
Tacita Capital
Toronto,
Ontario, Canada
|
$52.2K
|
–
|
–
|
–
|
|
|
1931
|
GW&K Investment Management
Boston,
Massachusetts
|
$52K
|
+$1.94K
|
+5
|
+4%
|
|
|
1932
|
Salomon & Ludwin
Richmond,
Virginia
|
$51.8K
|
-$2.33K
|
-6
|
-5%
|
|
|
1933
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$50.1K
|
–
|
–
|
–
|
|
|
1934
|
St. Johns Investment Management
Jacksonville,
Florida
|
$50.1K
|
+$46.6K
|
+120
|
New
|
|
|
1935
|
Financial Management Professionals
Austin,
Texas
|
$49K
|
-$22.9K
|
-59
|
-33%
|
|
|
1936
|
Evermay Wealth Management
Arlington,
Virginia
|
$48K
|
-$2.72K
|
-7
|
-6%
|
|
|
1937
|
WealthCollab
Bellevue,
Washington
|
$46.8K
|
+$38.8K
|
+100
|
+833%
|
|
|
1938
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$46.4K
|
–
|
–
|
–
|
|
|
1939
|
Standard Family Office
Sioux Falls,
South Dakota
|
$45.1K
|
+$41.9K
|
+108
|
New
|
|
|
1940
|
Richardson Financial Services
Medway,
Massachusetts
|
$44.7K
|
+$776
|
+2
|
+2%
|
|
|
1941
|
RiverPark Advisors
New York
|
$44.7K
|
+$41.5K
|
+107
|
New
|
|
|
1942
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$43.9K
|
–
|
–
|
–
|
|
|
1943
|
Pacific Center for Financial Services
San Ramon,
California
|
$42.7K
|
–
|
–
|
–
|
|
|
1944
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$42.2K
|
+$39.2K
|
+101
|
New
|
|
|
1945
|
VisionPoint Advisory Group
Dallas,
Texas
|
$41.8K
|
-$390K
|
-1,005
|
-91%
|
|
|
1946
|
Key Financial Inc
West Chester,
Pennsylvania
|
$41.8K
|
-$14.7K
|
-38
|
-28%
|
|
|
1947
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$41.8K
|
+$38.8K
|
+100
|
New
|
|
|
1948
|
Norwood Financial
Honesdale,
Pennsylvania
|
$41.8K
|
–
|
–
|
–
|
|
|
1949
|
PFS Partners
Mine Hill,
New Jersey
|
$40.8K
|
+$388
|
+1
|
+1%
|
|
|
1950
|
West Paces Advisors
Atlanta,
Georgia
|
$39.3K
|
-$3.1K
|
-8
|
-8%
|
|
