|
1926
|
Silvia McColl Wealth Management
San Diego,
California
|
$429K
|
–
|
–
|
–
|
|
|
1927
|
Fire Capital Management
San Francisco,
California
|
$429K
|
–
|
–
|
–
|
|
|
1928
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$428K
|
+$7.77K
|
+34
|
+2%
|
|
|
1929
|
Stablepoint Partners
Braintree,
Massachusetts
|
$428K
|
-$30.6K
|
-134
|
-7%
|
|
|
1930
|
360 Financial
Wayzata,
Minnesota
|
$427K
|
+$1.14K
|
+5
|
+0.3%
|
|
|
1931
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$426K
|
–
|
–
|
–
|
|
|
1932
|
Addison Capital
Conshohocken,
Pennsylvania
|
$426K
|
+$115K
|
+502
|
+36%
|
|
|
1933
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$426K
|
–
|
–
|
–
|
|
|
1934
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$426K
|
+$431K
|
+1,885
|
New
|
|
|
1935
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$425K
|
+$91.4K
|
+400
|
+27%
|
|
|
1936
|
One Wealth Advisors
San Francisco,
California
|
$424K
|
+$113K
|
+493
|
+36%
|
|
|
1937
|
TL Private Wealth
Southlake,
Texas
|
$423K
|
–
|
–
|
–
|
|
|
1938
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$423K
|
-$5.48K
|
-24
|
-1%
|
|
|
1939
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$420K
|
-$19.7K
|
-86
|
-4%
|
|
|
1940
|
Samalin Investment Counsel
Chappaqua,
New York
|
$420K
|
+$1.14K
|
+5
|
+0.3%
|
|
|
1941
|
Optiver Holding
Amsterdam,
Netherlands
|
$419K
|
-$202K
|
-882
|
-32%
|
|
|
1942
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$418K
|
–
|
–
|
–
|
|
|
1943
|
Wise Wealth Partners
Phoenix,
Arizona
|
$418K
|
–
|
–
|
–
|
|
|
1944
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$417K
|
+$421K
|
+1,844
|
New
|
|
|
1945
|
|
$416K
|
+$64.4K
|
+282
|
+18%
|
|
|
1946
|
Verum Partners
Charlotte,
North Carolina
|
$415K
|
+$78.1K
|
+342
|
+23%
|
|
|
1947
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$415K
|
–
|
–
|
–
|
|
|
1948
|
Greykasell Wealth Strategies
Danville,
California
|
$414K
|
-$28.6K
|
-125
|
-6%
|
|
|
1949
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$413K
|
+$35.6K
|
+156
|
+9%
|
|
|
1950
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$413K
|
+$12.1K
|
+53
|
+3%
|
|
