|
1926
|
Schroder Investment Management Group
London,
United Kingdom
|
$66K
|
+$9.15M
|
+51,597
|
+16%
|
|
|
1927
|
Lee Financial
Dallas,
Texas
|
$66K
|
–
|
–
|
–
|
|
|
1928
|
EARNEST Partners
Atlanta,
Georgia
|
$64K
|
–
|
–
|
–
|
|
|
1929
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$61.3K
|
–
|
–
|
–
|
|
|
1930
|
|
$61K
|
+$61K
|
+344
|
New
|
|
|
1931
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$60K
|
–
|
–
|
–
|
|
|
1932
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$59K
|
–
|
–
|
–
|
|
|
1933
|
Crewe Advisors
Salt Lake City,
Utah
|
$58K
|
–
|
–
|
–
|
|
|
1934
|
New Potomac Partners
Bethesda,
Maryland
|
$58K
|
–
|
–
|
–
|
|
|
1935
|
Cordasco Financial Network
Naples,
Florida
|
$56K
|
-$177K
|
-1,000
|
-76%
|
|
|
1936
|
Tarbox Family Office
Newport Beach,
California
|
$55K
|
–
|
–
|
–
|
|
|
1937
|
Financial Gravity Companies
Lakeway,
Texas
|
$54K
|
+$54.1K
|
+305
|
New
|
|
|
1938
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$53K
|
–
|
–
|
–
|
|
|
1939
|
Close Asset Management
London,
United Kingdom
|
$52K
|
-$4.8M
|
-27,053
|
-96%
|
|
|
1940
|
Lucia Wealth Services
San Diego,
California
|
$52K
|
-$19.3K
|
-109
|
-27%
|
|
|
1941
|
Fort LP
Chevy Chase,
Maryland
|
$52K
|
-$5.67K
|
-32
|
-10%
|
|
|
1942
|
Pacific Center for Financial Services
San Ramon,
California
|
$52K
|
-$1.6K
|
-9
|
-3%
|
|
|
1943
|
Intellectus Partners
San Francisco,
California
|
$51K
|
-$269K
|
-1,517
|
-84%
|
|
|
1944
|
Country Trust Bank
Bloomington,
Illinois
|
$51K
|
–
|
–
|
–
|
|
|
1945
|
Squar Milner Financial Services
Irvine,
California
|
$51K
|
+$27.1K
|
+153
|
+113%
|
|
|
1946
|
Sterling Global Strategies
Carlsbad,
California
|
$51K
|
+$50.9K
|
+287
|
New
|
|
|
1947
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$47K
|
–
|
–
|
–
|
|
|
1948
|
AllSquare Wealth Management
Albany,
New York
|
$45K
|
–
|
–
|
–
|
|
|
1949
|
Pin Oak Investment Advisors
Houston,
Texas
|
$44K
|
-$12.6K
|
-71
|
-22%
|
|
|
1950
|
Tower Research Capital (TRC)
New York
|
$39K
|
-$7.25M
|
-40,871
|
-99%
|
|
