|
1926
|
BigSur Wealth Management
Miami,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
1927
|
Legacy Bridge
West Des Moines,
Iowa
|
$233K
|
-$104K
|
-1,950
|
-31%
|
|
|
1928
|
Beacon Pointe Advisors
Newport Beach,
California
|
$232K
|
-$86.9K
|
-1,622
|
-27%
|
|
|
1929
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$232K
|
+$228K
|
+4,257
|
New
|
|
|
1930
|
SOL Capital Management
Rockville,
Maryland
|
$231K
|
-$23.3K
|
-435
|
-9%
|
|
|
1931
|
Private Portfolio Partners
Paramus,
New Jersey
|
$230K
|
-$171K
|
-3,188
|
-43%
|
|
|
1932
|
Fagan Associates
Troy,
New York
|
$230K
|
+$227K
|
+4,230
|
New
|
|
|
1933
|
Salem Capital Management
Woburn,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
1934
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$228K
|
-$7.6K
|
-142
|
-3%
|
|
|
1935
|
American Financial Network Advisory Services
Calabasas,
California
|
$228K
|
+$224K
|
+4,185
|
New
|
|
|
1936
|
New Capital Management
Houston,
Texas
|
$227K
|
+$54
|
+1
|
+0%
|
|
|
1937
|
Torch Wealth Management
Cincinnati,
Ohio
|
$227K
|
+$482
|
+9
|
+0.2%
|
|
|
1938
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$226K
|
–
|
–
|
–
|
|
|
1939
|
Frisch Financial Group
Melville,
New York
|
$226K
|
+$223K
|
+4,157
|
New
|
|
|
1940
|
Ategra Capital Management
Vienna,
Virginia
|
$225K
|
-$33.7K
|
-630
|
-13%
|
|
|
1941
|
Weld Capital Management
New York
|
$225K
|
-$751K
|
-14,016
|
-77%
|
|
|
1942
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$225K
|
-$7.07K
|
-132
|
-3%
|
|
|
1943
|
Van Strum & Towne
San Francisco,
California
|
$225K
|
–
|
–
|
–
|
|
|
1944
|
Omnia Family Wealth
Aventura,
Florida
|
$224K
|
-$5.57K
|
-104
|
-2%
|
|
|
1945
|
|
$224K
|
–
|
–
|
–
|
|
|
1946
|
Cardan Capital Partners
Denver,
Colorado
|
$223K
|
–
|
–
|
–
|
|
|
1947
|
Vigilant Capital Management
Portland,
Maine
|
$223K
|
+$134K
|
+2,509
|
+158%
|
|
|
1948
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$220K
|
-$19.1K
|
-356
|
-8%
|
|
|
1949
|
Confluence Wealth Management
Portland,
Oregon
|
$220K
|
–
|
–
|
–
|
|
|
1950
|
Human Investing
Lake Oswego,
Oregon
|
$219K
|
-$53.5K
|
-999
|
-20%
|
|
