|
1926
|
Austin Private Wealth
Austin,
Texas
|
$3M
|
-$574
|
-1
|
-0%
|
|
|
1927
|
Segment Wealth Management
Houston,
Texas
|
$2.99M
|
-$9.19K
|
-16
|
-0.3%
|
|
|
1928
|
Hopwood Financial Services
Reston,
Virginia
|
$2.99M
|
–
|
–
|
–
|
|
|
1929
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.98M
|
+$233K
|
+405
|
+9%
|
|
|
1930
|
Generation Capital Management
Pittsford,
New York
|
$2.98M
|
+$1.15K
|
+2
|
+0%
|
|
|
1931
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$2.97M
|
-$18.9K
|
-33
|
-0.7%
|
|
|
1932
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.97M
|
-$38.5K
|
-67
|
-1%
|
|
|
1933
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.97M
|
-$332K
|
-579
|
-11%
|
|
|
1934
|
Efficient Advisors
Mason,
Ohio
|
$2.97M
|
-$174K
|
-303
|
-6%
|
|
|
1935
|
|
$2.97M
|
+$39K
|
+68
|
+1%
|
|
|
1936
|
Birmingham Capital Management
Birmingham,
Alabama
|
$2.96M
|
–
|
–
|
–
|
|
|
1937
|
Sterling Wealth Advisors
Plantation,
Florida
|
$2.96M
|
-$192K
|
-335
|
-7%
|
|
|
1938
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$2.95M
|
-$11.5K
|
-20
|
-0.4%
|
|
|
1939
|
Spirepoint Private Client
Vero Beach,
Florida
|
$2.95M
|
-$331K
|
-576
|
-11%
|
|
|
1940
|
Alerus Financial
Grand Forks,
North Dakota
|
$2.95M
|
+$9.76K
|
+17
|
+0.4%
|
|
|
1941
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$2.94M
|
-$42.5K
|
-74
|
-2%
|
|
|
1942
|
Darrow Company
Needham,
Massachusetts
|
$2.93M
|
-$15.5K
|
-27
|
-0.6%
|
|
|
1943
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.93M
|
-$622K
|
-1,083
|
-19%
|
|
|
1944
|
Essential Partners
Rancho Santa Fe,
California
|
$2.93M
|
+$2.71M
|
+4,714
|
New
|
|
|
1945
|
Centaurus Financial
Anaheim,
California
|
$2.93M
|
-$388K
|
-676
|
-13%
|
|
|
1946
|
REAP Financial Group
Austin,
Texas
|
$2.91M
|
+$194K
|
+338
|
+8%
|
|
|
1947
|
Manchester Capital Management
Manchester,
Vermont
|
$2.9M
|
+$517K
|
+900
|
+24%
|
|
|
1948
|
Meyer Handelman Company
Rye Brook,
New York
|
$2.9M
|
–
|
–
|
–
|
|
|
1949
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$2.9M
|
+$406K
|
+707
|
+18%
|
|
|
1950
|
Sage Rhino Capital
Menlo Park,
California
|
$2.9M
|
–
|
–
|
–
|
|
