|
1926
|
Blue Square Asset Management
New York
|
$1.75M
|
+$282K
|
+1,905
|
+19%
|
|
|
1927
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.74M
|
-$6.51K
|
-44
|
-0.4%
|
|
|
1928
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.74M
|
-$62.9K
|
-425
|
-4%
|
|
|
1929
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.74M
|
+$50.8K
|
+343
|
+3%
|
|
|
1930
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$1.74M
|
+$7.55K
|
+51
|
+0.4%
|
|
|
1931
|
Wealthquest
Cincinnati,
Ohio
|
$1.73M
|
-$15.1K
|
-102
|
-0.9%
|
|
|
1932
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.73M
|
+$7.1K
|
+48
|
+0.4%
|
|
|
1933
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$1.72M
|
+$191K
|
+1,294
|
+13%
|
|
|
1934
|
Bison Wealth
Atlanta,
Georgia
|
$1.72M
|
-$189K
|
-1,275
|
-10%
|
|
|
1935
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$1.72M
|
+$23.7K
|
+160
|
+1%
|
|
|
1936
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.71M
|
–
|
–
|
–
|
|
|
1937
|
Vigilant Capital Management
Portland,
Maine
|
$1.7M
|
+$197K
|
+1,330
|
+13%
|
|
|
1938
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.7M
|
+$59.6K
|
+403
|
+4%
|
|
|
1939
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.69M
|
+$1.56M
|
+10,552
|
+1,314%
|
|
|
1940
|
Independent Financial Group
San Diego,
California
|
$1.68M
|
+$207K
|
+1,400
|
+14%
|
|
|
1941
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$1.68M
|
-$17.9M
|
-120,800
|
-91%
|
|
|
1942
|
IMS Capital Management
Portland,
Oregon
|
$1.68M
|
–
|
–
|
–
|
|
|
1943
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.67M
|
+$158K
|
+1,071
|
+11%
|
|
|
1944
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.67M
|
+$659K
|
+4,453
|
+66%
|
|
|
1945
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.67M
|
+$58.9K
|
+398
|
+4%
|
|
|
1946
|
Verus Financial Partners
Richmond,
Virginia
|
$1.67M
|
+$1.01M
|
+6,850
|
+158%
|
|
|
1947
|
Winning Points Advisors
Boca Raton,
Florida
|
$1.66M
|
–
|
–
|
–
|
|
|
1948
|
Members Trust
Tampa,
Florida
|
$1.66M
|
+$103K
|
+698
|
+7%
|
|
|
1949
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.66M
|
+$935K
|
+6,321
|
+132%
|
|
|
1950
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$1.65M
|
+$314K
|
+2,123
|
+24%
|
|
