|
1926
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$3.36M
|
-$306K
|
-475
|
-9%
|
|
|
1927
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$3.36M
|
-$50.2K
|
-78
|
-2%
|
|
|
1928
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$3.35M
|
–
|
–
|
–
|
|
|
1929
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$3.35M
|
-$84.4K
|
-131
|
-3%
|
|
|
1930
|
|
$3.34M
|
-$12.2K
|
-19
|
-0.4%
|
|
|
1931
|
Private Capital Management (Florida)
Naples,
Florida
|
$3.32M
|
-$38.6K
|
-60
|
-1%
|
|
|
1932
|
Firestone Capital Management
Coral Gables,
Florida
|
$3.3M
|
+$316K
|
+490
|
+11%
|
|
|
1933
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$3.3M
|
–
|
–
|
–
|
|
|
1934
|
Warner Financial
Bethesda,
Maryland
|
$3.3M
|
+$3.86K
|
+6
|
+0.1%
|
|
|
1935
|
Centaurus Financial
Anaheim,
California
|
$3.3M
|
+$138K
|
+214
|
+5%
|
|
|
1936
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$3.29M
|
+$64.4K
|
+100
|
+2%
|
|
|
1937
|
Global Financial Private Client
Sarasota,
Florida
|
$3.29M
|
-$201K
|
-312
|
-6%
|
|
|
1938
|
Knightsbridge Asset Management
Newport Beach,
California
|
$3.29M
|
+$256K
|
+398
|
+9%
|
|
|
1939
|
Investment Partners
New Philadelphia,
Ohio
|
$3.28M
|
-$30.3K
|
-47
|
-0.9%
|
|
|
1940
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$3.27M
|
+$2.77M
|
+4,308
|
+740%
|
|
|
1941
|
Howard Wealth Management
Madison,
Connecticut
|
$3.27M
|
+$16.1K
|
+25
|
+0.5%
|
|
|
1942
|
SRH Advisors
Salina,
Kansas
|
$3.27M
|
–
|
–
|
–
|
|
|
1943
|
Essential Partners
Rancho Santa Fe,
California
|
$3.26M
|
+$99.2K
|
+154
|
+3%
|
|
|
1944
|
Fortis Capital Management
Bellevue,
Washington
|
$3.26M
|
+$1.29K
|
+2
|
+0%
|
|
|
1945
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$3.26M
|
-$3.22K
|
-5
|
-0.1%
|
|
|
1946
|
Evanson Asset Management
Carmel,
California
|
$3.25M
|
-$479K
|
-743
|
-13%
|
|
|
1947
|
Spirepoint Private Client
Vero Beach,
Florida
|
$3.24M
|
+$63.8K
|
+99
|
+2%
|
|
|
1948
|
Caldwell Sutter Capital
Sausalito,
California
|
$3.24M
|
-$55.4K
|
-86
|
-2%
|
|
|
1949
|
REAP Financial Group
Austin,
Texas
|
$3.24M
|
+$101K
|
+157
|
+3%
|
|
|
1950
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$3.23M
|
-$44.4K
|
-69
|
-1%
|
|
