|
1926
|
CCLA Investment Management
London,
United Kingdom
|
$1.7M
|
+$1.76M
|
+12,100
|
New
|
|
|
1927
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$1.7M
|
+$183K
|
+1,258
|
+12%
|
|
|
1928
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.69M
|
+$83.1K
|
+570
|
+5%
|
|
|
1929
|
Cozad Asset Management
Champaign,
Illinois
|
$1.69M
|
+$7.72K
|
+53
|
+0.4%
|
|
|
1930
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.68M
|
+$90.4K
|
+620
|
+5%
|
|
|
1931
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.68M
|
+$15.6K
|
+107
|
+0.9%
|
|
|
1932
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.68M
|
+$437K
|
+3,000
|
+34%
|
|
|
1933
|
Seven Eight Capital
New York
|
$1.67M
|
+$758K
|
+5,200
|
+78%
|
|
|
1934
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.67M
|
+$486K
|
+3,336
|
+39%
|
|
|
1935
|
Sunbelt Securities
Houston,
Texas
|
$1.67M
|
-$118K
|
-807
|
-6%
|
|
|
1936
|
|
$1.66M
|
-$29.1K
|
-200
|
-2%
|
|
|
1937
|
Calton & Associates
Tampa,
Florida
|
$1.66M
|
-$233K
|
-1,602
|
-12%
|
|
|
1938
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.66M
|
-$65.3K
|
-448
|
-4%
|
|
|
1939
|
Chilton Investment Company
Stamford,
Connecticut
|
$1.66M
|
+$442K
|
+3,032
|
+35%
|
|
|
1940
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.65M
|
-$68.8K
|
-472
|
-4%
|
|
|
1941
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.65M
|
+$114K
|
+783
|
+7%
|
|
|
1942
|
Sandhill Capital Partners
Buffalo,
New York
|
$1.65M
|
+$78.5K
|
+539
|
+5%
|
|
|
1943
|
Wealthquest
Cincinnati,
Ohio
|
$1.65M
|
+$1.71M
|
+11,722
|
New
|
|
|
1944
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$1.65M
|
-$3.06K
|
-21
|
-0.2%
|
|
|
1945
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$1.63M
|
-$58.7K
|
-403
|
-3%
|
|
|
1946
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.62M
|
-$15.9K
|
-109
|
-0.9%
|
|
|
1947
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.62M
|
+$35K
|
+240
|
+2%
|
|
|
1948
|
Front Row Advisors
Tiburon,
California
|
$1.62M
|
-$46.5K
|
-319
|
-3%
|
|
|
1949
|
RBA Wealth Management
Newport Beach,
California
|
$1.62M
|
-$9.76K
|
-67
|
-0.6%
|
|
|
1950
|
JBJ Investment Partners
Charleston,
South Carolina
|
$1.62M
|
+$919K
|
+6,307
|
+121%
|
|
