|
1926
|
TriaGen Wealth Management
Calabasas,
California
|
$579K
|
-$19.6K
|
-100
|
-4%
|
|
|
1927
|
Tortoise Investment Management
White Plains,
New York
|
$578K
|
+$2.75K
|
+14
|
+0.5%
|
|
|
1928
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$577K
|
–
|
–
|
–
|
|
|
1929
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$576K
|
+$220K
|
+1,121
|
+75%
|
|
|
1930
|
Aire Advisors
Beverly Hills,
California
|
$575K
|
-$7.45K
|
-38
|
-1%
|
|
|
1931
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$574K
|
+$34.9K
|
+178
|
+7%
|
|
|
1932
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$574K
|
+$72K
|
+367
|
+16%
|
|
|
1933
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$574K
|
+$74.9K
|
+382
|
+17%
|
|
|
1934
|
626 Financial
Portage,
Michigan
|
$572K
|
–
|
–
|
–
|
|
|
1935
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$572K
|
+$196
|
+1
|
+0%
|
|
|
1936
|
Gryphon Financial Partners
Columbus,
Ohio
|
$571K
|
-$8.82K
|
-45
|
-2%
|
|
|
1937
|
Doheny Asset Management
Los Angeles,
California
|
$571K
|
–
|
–
|
–
|
|
|
1938
|
Truvestments Capital
Sarasota,
Florida
|
$570K
|
+$57.6K
|
+294
|
+13%
|
|
|
1939
|
Fenimore Asset Management
Cobleskill,
New York
|
$569K
|
–
|
–
|
–
|
|
|
1940
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$568K
|
+$181K
|
+925
|
+56%
|
|
|
1941
|
Two Sigma Investments
New York
|
$567K
|
-$730K
|
-3,724
|
-59%
|
|
|
1942
|
Chatham Capital Group
Savannah,
Georgia
|
$567K
|
–
|
–
|
–
|
|
|
1943
|
CKW Financial Group
Honolulu,
Hawaii
|
$565K
|
+$2.35K
|
+12
|
+0.5%
|
|
|
1944
|
Windsor Capital Management
Phoenix,
Arizona
|
$563K
|
-$4.51K
|
-23
|
-0.9%
|
|
|
1945
|
|
$563K
|
+$57.1K
|
+291
|
+13%
|
|
|
1946
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$559K
|
+$980
|
+5
|
+0.2%
|
|
|
1947
|
Brophy Wealth Management
Bedford,
New Hampshire
|
$559K
|
+$495K
|
+2,526
|
New
|
|
|
1948
|
LVZ Inc
Holland,
Michigan
|
$558K
|
-$36.9K
|
-188
|
-7%
|
|
|
1949
|
WNY Asset Management
Williamsville,
New York
|
$557K
|
-$382K
|
-1,949
|
-44%
|
|
|
1950
|
Cadinha & Co
Honolulu,
Hawaii
|
$557K
|
+$494K
|
+2,520
|
New
|
|
