|
1926
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$703K
|
-$12.8K
|
-34
|
-2%
|
|
|
1927
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$703K
|
-$11.6K
|
-31
|
-2%
|
|
|
1928
|
Brave Asset Management
Summit,
New Jersey
|
$702K
|
–
|
–
|
–
|
|
|
1929
|
Brandywine Managers
Hockessin,
Delaware
|
$702K
|
-$362K
|
-965
|
-35%
|
|
|
1930
|
Evermay Wealth Management
Arlington,
Virginia
|
$695K
|
–
|
–
|
–
|
|
|
1931
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$691K
|
-$9.76K
|
-26
|
-1%
|
|
|
1932
|
McLean Asset Management
Tysons,
Virginia
|
$690K
|
+$6.38K
|
+17
|
+1%
|
|
|
1933
|
Elevated Capital Advisors
Sandy,
Utah
|
$690K
|
+$35.3K
|
+94
|
+6%
|
|
|
1934
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$688K
|
+$37.5K
|
+100
|
+6%
|
|
|
1935
|
Capstone Investment Advisors
New York
|
$686K
|
+$648K
|
+1,726
|
+9,084%
|
|
|
1936
|
Oxford Financial Group
Carmel,
Indiana
|
$686K
|
+$368K
|
+980
|
+128%
|
|
|
1937
|
Knuff & Co
Foster City,
California
|
$684K
|
–
|
–
|
–
|
|
|
1938
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$684K
|
-$32.6K
|
-87
|
-5%
|
|
|
1939
|
Augustine Asset Management
Jacksonville,
Florida
|
$684K
|
+$3.75K
|
+10
|
+0.6%
|
|
|
1940
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$683K
|
–
|
–
|
–
|
|
|
1941
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$680K
|
–
|
–
|
–
|
|
|
1942
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$679K
|
-$37.1K
|
-99
|
-5%
|
|
|
1943
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$676K
|
-$2.25K
|
-6
|
-0.3%
|
|
|
1944
|
Crewe Advisors
Salt Lake City,
Utah
|
$671K
|
+$110K
|
+292
|
+21%
|
|
|
1945
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$671K
|
-$54.8K
|
-146
|
-8%
|
|
|
1946
|
Rothschild Investment LLC
Chicago,
Illinois
|
$670K
|
+$162K
|
+433
|
+34%
|
|
|
1947
|
Unio Capital
Princeton,
New Jersey
|
$669K
|
–
|
–
|
–
|
|
|
1948
|
Boston Family Office
Boston,
Massachusetts
|
$668K
|
-$11.3K
|
-30
|
-2%
|
|
|
1949
|
Private Portfolio Partners
Paramus,
New Jersey
|
$666K
|
–
|
–
|
–
|
|
|
1950
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$665K
|
–
|
–
|
–
|
|
