|
1926
|
St. Johns Investment Management
Jacksonville,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
1927
|
Kanawha Capital Management
Richmond,
Virginia
|
$272K
|
+$8.7K
|
+47
|
+3%
|
|
|
1928
|
Private Asset Management
San Diego,
California
|
$271K
|
-$29.4K
|
-159
|
-10%
|
|
|
1929
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$271K
|
+$50.3K
|
+272
|
+23%
|
|
|
1930
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$271K
|
+$274K
|
+1,478
|
New
|
|
|
1931
|
Washburn Capital Management
Vero Beach,
Florida
|
$271K
|
+$274K
|
+1,478
|
New
|
|
|
1932
|
Circle Wealth Management
Summit,
New Jersey
|
$270K
|
-$740
|
-4
|
-0.3%
|
|
|
1933
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$269K
|
-$59.2K
|
-320
|
-18%
|
|
|
1934
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
1935
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$268K
|
+$1.29K
|
+7
|
+0.5%
|
|
|
1936
|
Curated Wealth Partners
El Segundo,
California
|
$267K
|
–
|
–
|
–
|
|
|
1937
|
Pavion Blue Capital
Newport Beach,
California
|
$267K
|
–
|
–
|
–
|
|
|
1938
|
Cordasco Financial Network
Naples,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
1939
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$265K
|
+$23.1K
|
+125
|
+9%
|
|
|
1940
|
Inverness Counsel
New York
|
$264K
|
-$1.23M
|
-6,668
|
-82%
|
|
|
1941
|
Hamilton Capital
Columbus,
Ohio
|
$264K
|
+$60.7K
|
+328
|
+30%
|
|
|
1942
|
Gryphon Financial Partners
Columbus,
Ohio
|
$263K
|
-$20.5K
|
-111
|
-7%
|
|
|
1943
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$263K
|
–
|
–
|
–
|
|
|
1944
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$261K
|
+$2.41K
|
+13
|
+0.9%
|
|
|
1945
|
Summit Asset Management
Memphis,
Tennessee
|
$261K
|
+$263K
|
+1,421
|
New
|
|
|
1946
|
ETF Managers Group
Summit,
New Jersey
|
$260K
|
+$260K
|
+1,403
|
New
|
|
|
1947
|
Vicus Capital
State College,
Pennsylvania
|
$258K
|
-$24.2K
|
-131
|
-9%
|
|
|
1948
|
Baystate Wealth Management
Boston,
Massachusetts
|
$258K
|
+$555
|
+3
|
+0.2%
|
|
|
1949
|
Maxele Advisors
Webster Groves,
Missouri
|
$257K
|
-$116K
|
-626
|
-31%
|
|
|
1950
|
Pure Financial Advisors
San Diego,
California
|
$257K
|
+$4.63K
|
+25
|
+2%
|
|
