|
1926
|
Curat Global
Springfield,
New Hampshire
|
$739K
|
+$727K
|
+2,971
|
New
|
|
|
1927
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$739K
|
–
|
–
|
–
|
|
|
1928
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$738K
|
-$489
|
-2
|
-0.1%
|
|
|
1929
|
Quintet Private Bank (Europe)
Luxembourg
|
$738K
|
+$177K
|
+722
|
+32%
|
|
|
1930
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$737K
|
-$60.7K
|
-248
|
-8%
|
|
|
1931
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$734K
|
+$245
|
+1
|
+0%
|
|
|
1932
|
Facet Wealth Inc
Baltimore,
Maryland
|
$732K
|
+$15.7K
|
+64
|
+2%
|
|
|
1933
|
Beacon Financial Group
Dallas,
Texas
|
$731K
|
-$30.3K
|
-124
|
-4%
|
|
|
1934
|
D'Orazio & Associates
Falls Church,
Virginia
|
$730K
|
+$18.3K
|
+75
|
+3%
|
|
|
1935
|
Professional Advisory Services
Vero Beach,
Florida
|
$729K
|
–
|
–
|
–
|
|
|
1936
|
Sand Hill Global Advisors
Palo Alto,
California
|
$728K
|
-$68.5K
|
-280
|
-9%
|
|
|
1937
|
EARNEST Partners
Atlanta,
Georgia
|
$727K
|
-$28.6K
|
-117
|
-4%
|
|
|
1938
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$727K
|
+$91.5K
|
+374
|
+15%
|
|
|
1939
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$727K
|
–
|
–
|
–
|
|
|
1940
|
Center for Financial Planning
Southfied,
Michigan
|
$726K
|
-$34.7K
|
-142
|
-5%
|
|
|
1941
|
Nemes Rush Group
Novi,
Michigan
|
$725K
|
+$978
|
+4
|
+0.1%
|
|
|
1942
|
Howard Capital Management Group
Los Angeles,
California
|
$725K
|
+$7.34K
|
+30
|
+1%
|
|
|
1943
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$724K
|
-$51.4K
|
-210
|
-7%
|
|
|
1944
|
L.K. Benson & Company
Baltimore,
Maryland
|
$721K
|
–
|
–
|
–
|
|
|
1945
|
OneAscent Family Office
Birmingham,
Alabama
|
$720K
|
+$279K
|
+1,140
|
+65%
|
|
|
1946
|
Syon Capital
San Francisco,
California
|
$720K
|
+$222K
|
+906
|
+46%
|
|
|
1947
|
DLK Investment Management
Solana Beach,
California
|
$720K
|
–
|
–
|
–
|
|
|
1948
|
Citizens Business Bank
Ontario,
California
|
$719K
|
+$443K
|
+1,810
|
+167%
|
|
|
1949
|
Novare Capital Management
Charlotte,
North Carolina
|
$719K
|
+$2.2K
|
+9
|
+0.3%
|
|
|
1950
|
Wealthstream Advisors
New York
|
$718K
|
+$15.7K
|
+64
|
+2%
|
|
