|
1926
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$662K
|
-$6.53K
|
-8
|
-1%
|
|
|
1927
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$661K
|
-$59.2M
|
-72,522
|
-99%
|
|
|
1928
|
Leslie Global Wealth
Itasca,
Illinois
|
$657K
|
+$610K
|
+748
|
New
|
|
|
1929
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$657K
|
+$65.3K
|
+80
|
+12%
|
|
|
1930
|
Austin Private Wealth
Austin,
Texas
|
$656K
|
+$143K
|
+175
|
+31%
|
|
|
1931
|
Catalina Capital Group
Torrance,
California
|
$655K
|
-$1.63K
|
-2
|
-0.3%
|
|
|
1932
|
Copley Financial Group
San Diego,
California
|
$654K
|
-$62K
|
-76
|
-9%
|
|
|
1933
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$650K
|
+$50.6K
|
+62
|
+9%
|
|
|
1934
|
Reyes Financial Architecture
San Diego,
California
|
$649K
|
-$93.8K
|
-115
|
-13%
|
|
|
1935
|
Fund Advisors of America Inc
Orland,
Florida
|
$648K
|
+$601K
|
+737
|
New
|
|
|
1936
|
Resources Management Corp
West Hartford,
Connecticut
|
$648K
|
–
|
–
|
–
|
|
|
1937
|
CCG Wealth Management
San Diego,
California
|
$648K
|
+$181K
|
+222
|
+43%
|
|
|
1938
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$646K
|
+$10.6K
|
+13
|
+2%
|
|
|
1939
|
Chicago Trust
Grayslake,
Illinois
|
$644K
|
+$36.7K
|
+45
|
+7%
|
|
|
1940
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$643K
|
-$44.1K
|
-54
|
-7%
|
|
|
1941
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$643K
|
–
|
–
|
–
|
|
|
1942
|
Symphony Financial
Houston,
Texas
|
$642K
|
+$66.1K
|
+81
|
+13%
|
|
|
1943
|
MFA Wealth Services
Thousand Oaks,
California
|
$641K
|
-$19.6K
|
-24
|
-3%
|
|
|
1944
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$639K
|
+$320K
|
+392
|
+117%
|
|
|
1945
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$639K
|
+$60.4K
|
+74
|
+11%
|
|
|
1946
|
Bolthouse Investments
Bakersfield,
California
|
$639K
|
+$157K
|
+192
|
+36%
|
|
|
1947
|
Signal Advisors Wealth
Detroit,
Michigan
|
$638K
|
-$82.4K
|
-101
|
-12%
|
|
|
1948
|
Michael S. Ryan Inc
Latham,
New York
|
$636K
|
+$14.7K
|
+18
|
+3%
|
|
|
1949
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$636K
|
–
|
–
|
–
|
|
|
1950
|
London & Capital Asset Management
London,
United Kingdom
|
$634K
|
+$589K
|
+722
|
New
|
|
