|
1926
|
Fiduciary Family Office
Boca Raton,
Florida
|
$334K
|
-$118K
|
-622
|
-27%
|
|
|
1927
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$333K
|
+$21.7K
|
+114
|
+7%
|
|
|
1928
|
Rovin Capital
Mesa,
Arizona
|
$333K
|
+$35.6K
|
+187
|
+13%
|
|
|
1929
|
Biltmore Family Office
Charlotte,
North Carolina
|
$333K
|
+$8.94K
|
+47
|
+3%
|
|
|
1930
|
Sargent Investment Group
Bethesda,
Maryland
|
$332K
|
+$8.94K
|
+47
|
+3%
|
|
|
1931
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$331K
|
–
|
–
|
–
|
|
|
1932
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$331K
|
–
|
–
|
–
|
|
|
1933
|
Stablepoint Partners
Braintree,
Massachusetts
|
$331K
|
-$33.5K
|
-176
|
-9%
|
|
|
1934
|
|
$330K
|
-$22.3K
|
-117
|
-7%
|
|
|
1935
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$329K
|
+$1.9K
|
+10
|
+0.6%
|
|
|
1936
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$328K
|
+$310K
|
+1,631
|
New
|
|
|
1937
|
Optiver Holding
Amsterdam,
Netherlands
|
$328K
|
-$339K
|
-1,780
|
-52%
|
|
|
1938
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$328K
|
+$71.7K
|
+377
|
+30%
|
|
|
1939
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$327K
|
+$19K
|
+100
|
+7%
|
|
|
1940
|
Summit Wealth Partners
Orlando,
Florida
|
$327K
|
+$20.4K
|
+107
|
+7%
|
|
|
1941
|
Rockline Wealth Management
Plainview,
New York
|
$327K
|
+$309K
|
+1,624
|
New
|
|
|
1942
|
GGM Financials
Columbus,
Ohio
|
$327K
|
+$309K
|
+1,624
|
New
|
|
|
1943
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$327K
|
-$44.3K
|
-233
|
-13%
|
|
|
1944
|
Channel Wealth
Santa Barbara,
California
|
$326K
|
–
|
–
|
–
|
|
|
1945
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$325K
|
-$3.81K
|
-20
|
-1%
|
|
|
1946
|
Prostatis Group
Hanover,
Maryland
|
$325K
|
-$498K
|
-2,616
|
-62%
|
|
|
1947
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$325K
|
+$1.71K
|
+9
|
+0.6%
|
|
|
1948
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$324K
|
-$1.23M
|
-6,464
|
-80%
|
|
|
1949
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$323K
|
–
|
–
|
–
|
|
|
1950
|
Pacific Capital Wealth Advisors
Corona,
California
|
$323K
|
+$30.3K
|
+159
|
+11%
|
|
