|
1926
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$604K
|
+$195
|
+4
|
+0%
|
|
|
1927
|
Wealth Quarterback
Toms River,
New Jersey
|
$603K
|
-$29.8K
|
-610
|
-5%
|
|
|
1928
|
Urban Wealth Management
El Segundo,
California
|
$603K
|
+$592K
|
+12,113
|
New
|
|
|
1929
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$601K
|
+$590K
|
+12,073
|
New
|
|
|
1930
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$597K
|
-$411K
|
-8,406
|
-41%
|
|
|
1931
|
TrinityPoint Wealth
Milford,
Connecticut
|
$596K
|
-$398K
|
-8,153
|
-43%
|
|
|
1932
|
Claro Advisors
Boston,
Massachusetts
|
$596K
|
-$128K
|
-2,623
|
-18%
|
|
|
1933
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$596K
|
-$10.9K
|
-223
|
-2%
|
|
|
1934
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$596K
|
+$585K
|
+11,970
|
New
|
|
|
1935
|
Oak Ridge Investments
Chicago,
Illinois
|
$594K
|
–
|
–
|
–
|
|
|
1936
|
Fort Point Capital Partners
San Francisco,
California
|
$593K
|
-$1.04M
|
-21,369
|
-64%
|
|
|
1937
|
Security Asset Management
New York
|
$593K
|
+$359K
|
+7,344
|
+161%
|
|
|
1938
|
Bellecapital
Zurich,
Switzerland
|
$591K
|
+$1.03K
|
+21
|
+0.2%
|
|
|
1939
|
CenterStar Asset Management
Chicago,
Illinois
|
$589K
|
–
|
–
|
–
|
|
|
1940
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$588K
|
-$27.3K
|
-559
|
-5%
|
|
|
1941
|
Clarity Wealth Advisors
San Jose,
California
|
$588K
|
-$4.88K
|
-100
|
-0.8%
|
|
|
1942
|
Global Financial Private Client
Sarasota,
Florida
|
$586K
|
-$2.83K
|
-58
|
-0.5%
|
|
|
1943
|
Argent Advisors
Monroe,
Louisiana
|
$586K
|
+$49.4K
|
+1,011
|
+9%
|
|
|
1944
|
Fruth Investment Management
Houston,
Texas
|
$584K
|
–
|
–
|
–
|
|
|
1945
|
Plancorp LLC
Saint Louis,
Missouri
|
$582K
|
+$45.3K
|
+928
|
+9%
|
|
|
1946
|
Great Diamond Partners
Portland,
Maine
|
$580K
|
-$278K
|
-5,700
|
-33%
|
|
|
1947
|
LCM Capital Management
Chicago,
Illinois
|
$580K
|
+$566K
|
+11,588
|
New
|
|
|
1948
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$578K
|
+$13.4K
|
+274
|
+2%
|
|
|
1949
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$576K
|
+$565K
|
+11,567
|
New
|
|
|
1950
|
CWH Capital Management
Spokane,
Washington
|
$575K
|
+$564K
|
+11,540
|
New
|
|
