|
1926
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$2.22M
|
+$88.2K
|
+517
|
+4%
|
|
|
1927
|
|
$2.21M
|
+$72.5K
|
+425
|
+3%
|
|
|
1928
|
Woodward Diversified Capital
Bakersfield,
California
|
$2.21M
|
+$17.7K
|
+104
|
+0.8%
|
|
|
1929
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$2.21M
|
-$17.1K
|
-100
|
-0.7%
|
|
|
1930
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.2M
|
+$153K
|
+894
|
+7%
|
|
|
1931
|
Center for Financial Planning
Southfied,
Michigan
|
$2.19M
|
+$249K
|
+1,459
|
+12%
|
|
|
1932
|
Whitney & Co
Rochester,
New York
|
$2.19M
|
-$45.9K
|
-269
|
-2%
|
|
|
1933
|
Mizuho Securities USA
New York
|
$2.19M
|
+$58K
|
+340
|
+3%
|
|
|
1934
|
Hourglass Capital
Houston,
Texas
|
$2.18M
|
-$1.29M
|
-7,587
|
-36%
|
|
|
1935
|
Meridian Financial Partners
Warrenton,
Virginia
|
$2.17M
|
+$35K
|
+205
|
+2%
|
|
|
1936
|
Probity Advisors
Dallas,
Texas
|
$2.17M
|
+$53.2K
|
+312
|
+2%
|
|
|
1937
|
Merrion Investment Management
Cranford,
New Jersey
|
$2.16M
|
–
|
–
|
–
|
|
|
1938
|
Oxler Private Wealth
Rye Brook,
New York
|
$2.16M
|
+$333K
|
+1,950
|
+17%
|
|
|
1939
|
Simplex Trading
Chicago,
Illinois
|
$2.15M
|
+$260K
|
+1,526
|
+13%
|
|
|
1940
|
Clear Perspective Advisors
Aurora,
Illinois
|
$2.15M
|
-$134K
|
-788
|
-6%
|
|
|
1941
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.14M
|
+$191K
|
+1,122
|
+9%
|
|
|
1942
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.14M
|
+$51.5K
|
+302
|
+2%
|
|
|
1943
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.14M
|
+$29.3K
|
+172
|
+1%
|
|
|
1944
|
Aigen Investment Management
New York
|
$2.14M
|
+$2.26M
|
+13,231
|
New
|
|
|
1945
|
Auxano Advisors
Bellevue,
Washington
|
$2.13M
|
–
|
–
|
–
|
|
|
1946
|
HCR Wealth Advisors
Los Angeles,
California
|
$2.12M
|
+$11.1K
|
+65
|
+0.5%
|
|
|
1947
|
Keystone Financial Planning
Cleveland,
Ohio
|
$2.11M
|
-$57.3K
|
-336
|
-3%
|
|
|
1948
|
Vigilant Capital Management
Portland,
Maine
|
$2.11M
|
-$6.14K
|
-36
|
-0.3%
|
|
|
1949
|
Peak Asset Management
Louisville,
Colorado
|
$2.11M
|
–
|
–
|
–
|
|
|
1950
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.11M
|
+$8.53K
|
+50
|
+0.4%
|
|
