|
1926
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$2.95M
|
-$203K
|
-343
|
-6%
|
|
|
1927
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$2.95M
|
+$349K
|
+589
|
+13%
|
|
|
1928
|
Titleist Asset Management
San Antonio,
Texas
|
$2.94M
|
+$107K
|
+180
|
+4%
|
|
|
1929
|
Caldwell Sutter Capital
Sausalito,
California
|
$2.94M
|
-$5.92K
|
-10
|
-0.2%
|
|
|
1930
|
GW&K Investment Management
Boston,
Massachusetts
|
$2.94M
|
+$990K
|
+1,673
|
+50%
|
|
|
1931
|
Corrigan Financial
Middletown,
Rhode Island
|
$2.93M
|
-$105K
|
-178
|
-3%
|
|
|
1932
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$2.92M
|
–
|
–
|
–
|
|
|
1933
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.92M
|
-$1.19M
|
-2,003
|
-29%
|
|
|
1934
|
MB Generational Wealth
Spokane,
Washington
|
$2.92M
|
–
|
–
|
–
|
|
|
1935
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.91M
|
+$84.6K
|
+143
|
+3%
|
|
|
1936
|
Paulson Wealth Management
Wheaton,
Illinois
|
$2.91M
|
-$27.8K
|
-47
|
-0.9%
|
|
|
1937
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.9M
|
-$37.9K
|
-64
|
-1%
|
|
|
1938
|
Appleton Partners
Boston,
Massachusetts
|
$2.9M
|
-$105K
|
-177
|
-3%
|
|
|
1939
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$2.9M
|
–
|
–
|
–
|
|
|
1940
|
Austin Private Wealth
Austin,
Texas
|
$2.9M
|
-$343K
|
-580
|
-11%
|
|
|
1941
|
Birmingham Capital Management
Birmingham,
Alabama
|
$2.89M
|
-$997K
|
-1,685
|
-26%
|
|
|
1942
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$2.88M
|
+$23.1K
|
+39
|
+0.8%
|
|
|
1943
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$2.88M
|
-$46.8K
|
-79
|
-2%
|
|
|
1944
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$2.87M
|
-$13.6K
|
-23
|
-0.5%
|
|
|
1945
|
American Financial Advisors
Marietta,
Georgia
|
$2.87M
|
+$17.2K
|
+29
|
+0.6%
|
|
|
1946
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$2.87M
|
+$8.88K
|
+15
|
+0.3%
|
|
|
1947
|
Napatree Capital
Westerly,
Rhode Island
|
$2.87M
|
+$11.8K
|
+20
|
+0.4%
|
|
|
1948
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$2.86M
|
+$2.88M
|
+4,865
|
New
|
|
|
1949
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$2.85M
|
+$24.3K
|
+41
|
+0.9%
|
|
|
1950
|
Fortis Capital Management
Bellevue,
Washington
|
$2.85M
|
-$56.2K
|
-95
|
-2%
|
|
