|
1926
|
Physician Wealth Advisors
Midvale,
Utah
|
$762K
|
–
|
–
|
–
|
|
|
1927
|
Security Asset Management
New York
|
$762K
|
–
|
–
|
–
|
|
|
1928
|
DeDora Capital
Napa,
California
|
$761K
|
-$567K
|
-9,512
|
-44%
|
|
|
1929
|
Bellecapital
Zurich,
Switzerland
|
$761K
|
+$954
|
+16
|
+0.1%
|
|
|
1930
|
Clean Yield Group
Norwich,
Vermont
|
$760K
|
-$25.3K
|
-425
|
-3%
|
|
|
1931
|
BFSG LLC
Irvine,
California
|
$759K
|
-$2.16M
|
-36,202
|
-75%
|
|
|
1932
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$759K
|
-$12.6K
|
-211
|
-2%
|
|
|
1933
|
GM Advisory Group
Melville,
New York
|
$755K
|
-$35.8K
|
-600
|
-5%
|
|
|
1934
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$755K
|
-$10.3K
|
-173
|
-1%
|
|
|
1935
|
Virtue Capital Management
Brentwood,
Tennessee
|
$752K
|
-$228K
|
-3,834
|
-25%
|
|
|
1936
|
SignalPoint Asset Management
Springfield,
Missouri
|
$752K
|
+$23.3K
|
+391
|
+3%
|
|
|
1937
|
First Interstate Bancsystem
Billings,
Montana
|
$752K
|
+$700K
|
+11,740
|
New
|
|
|
1938
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$750K
|
-$95.6K
|
-1,604
|
-12%
|
|
|
1939
|
Legacy Wealth Planning
Reno,
Nevada
|
$750K
|
-$24.4K
|
-410
|
-3%
|
|
|
1940
|
Great Diamond Partners
Portland,
Maine
|
$747K
|
+$2.27K
|
+38
|
+0.3%
|
|
|
1941
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$747K
|
+$68.9K
|
+1,156
|
+11%
|
|
|
1942
|
Global Financial Private Client
Sarasota,
Florida
|
$746K
|
-$12.5K
|
-209
|
-2%
|
|
|
1943
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$745K
|
-$209K
|
-3,513
|
-23%
|
|
|
1944
|
Titus Wealth Management
Larskpur,
California
|
$743K
|
+$42K
|
+704
|
+6%
|
|
|
1945
|
626 Financial
Portage,
Michigan
|
$743K
|
+$893K
|
+14,991
|
New
|
|
|
1946
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$740K
|
+$1.79K
|
+30
|
+0.3%
|
|
|
1947
|
Jones Financial Companies
Des Peres,
Missouri
|
$738K
|
+$20.2K
|
+339
|
+3%
|
|
|
1948
|
Curi RMB Capital
Chicago,
Illinois
|
$737K
|
-$50.4K
|
-845
|
-7%
|
|
|
1949
|
Callan Capital
La Jolla,
California
|
$737K
|
+$103K
|
+1,736
|
+18%
|
|
|
1950
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$736K
|
-$7.45K
|
-125
|
-0.8%
|
|
