|
1926
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$2.72M
|
–
|
–
|
–
|
|
|
1927
|
Austin Private Wealth
Austin,
Texas
|
$2.72M
|
-$53.7K
|
-91
|
-2%
|
|
|
1928
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$2.71M
|
+$1.32M
|
+2,234
|
+86%
|
|
|
1929
|
Blodgett Wealth Advisors
Concord,
California
|
$2.71M
|
+$300K
|
+508
|
+12%
|
|
|
1930
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$2.71M
|
-$32.5K
|
-55
|
-1%
|
|
|
1931
|
Bearing Point Capital
Bloomington,
Minnesota
|
$2.71M
|
+$110K
|
+186
|
+4%
|
|
|
1932
|
Mainstream Capital Management
Los Angeles,
California
|
$2.7M
|
+$259K
|
+439
|
+10%
|
|
|
1933
|
Hopwood Financial Services
Reston,
Virginia
|
$2.7M
|
+$8.27K
|
+14
|
+0.3%
|
|
|
1934
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$2.7M
|
+$75K
|
+127
|
+3%
|
|
|
1935
|
Generation Capital Management
Pittsford,
New York
|
$2.69M
|
–
|
–
|
–
|
|
|
1936
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$2.68M
|
-$55.5K
|
-94
|
-2%
|
|
|
1937
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.68M
|
-$2.95K
|
-5
|
-0.1%
|
|
|
1938
|
Birmingham Capital Management
Birmingham,
Alabama
|
$2.68M
|
-$82.7K
|
-140
|
-3%
|
|
|
1939
|
Darrow Company
Needham,
Massachusetts
|
$2.67M
|
+$17.7K
|
+30
|
+0.6%
|
|
|
1940
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$2.66M
|
-$161K
|
-272
|
-5%
|
|
|
1941
|
Alerus Financial
Grand Forks,
North Dakota
|
$2.66M
|
-$49K
|
-83
|
-2%
|
|
|
1942
|
|
$2.65M
|
-$70.3K
|
-119
|
-2%
|
|
|
1943
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.64M
|
+$1.23M
|
+2,089
|
+80%
|
|
|
1944
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.64M
|
-$52.6K
|
-89
|
-2%
|
|
|
1945
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$2.64M
|
-$31.9K
|
-54
|
-1%
|
|
|
1946
|
SRH Advisors
Salina,
Kansas
|
$2.63M
|
–
|
–
|
–
|
|
|
1947
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.63M
|
+$100K
|
+170
|
+4%
|
|
|
1948
|
Meyer Handelman Company
Rye Brook,
New York
|
$2.62M
|
–
|
–
|
–
|
|
|
1949
|
Sage Rhino Capital
Menlo Park,
California
|
$2.62M
|
+$591
|
+1
|
+0%
|
|
|
1950
|
Ackerman Capital Advisors
Dallas,
Texas
|
$2.61M
|
-$10K
|
-17
|
-0.4%
|
|
