|
1926
|
CapWealth Advisors
Franklin,
Tennessee
|
$209K
|
–
|
–
|
–
|
|
|
1927
|
GatePass Capital
Independence,
Ohio
|
$208K
|
+$3.76K
|
+64
|
+2%
|
|
|
1928
|
SS&H Financial Advisors
Troy,
Michigan
|
$208K
|
–
|
–
|
–
|
|
|
1929
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$208K
|
–
|
–
|
–
|
|
|
1930
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$208K
|
+$411
|
+7
|
+0.2%
|
|
|
1931
|
River Street Advisors
Aurora,
Illinois
|
$207K
|
-$47K
|
-800
|
-18%
|
|
|
1932
|
Aspiriant LLC
Los Angeles,
California
|
$207K
|
+$208K
|
+3,538
|
New
|
|
|
1933
|
Umpqua Bank
Lake Oswego,
Oregon
|
$207K
|
+$205K
|
+3,483
|
New
|
|
|
1934
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$207K
|
-$8.63K
|
-147
|
-4%
|
|
|
1935
|
Drum Hill Capital
Westport,
Connecticut
|
$206K
|
–
|
–
|
–
|
|
|
1936
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$206K
|
+$6.64K
|
+113
|
+3%
|
|
|
1937
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$206K
|
+$119K
|
+2,026
|
+132%
|
|
|
1938
|
Client First Capital
San Diego,
California
|
$205K
|
+$206K
|
+3,501
|
New
|
|
|
1939
|
Blue Sky Capital Consultants Group
Poway,
California
|
$205K
|
+$206K
|
+3,500
|
New
|
|
|
1940
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$205K
|
-$23.5K
|
-400
|
-10%
|
|
|
1941
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$205K
|
–
|
–
|
–
|
|
|
1942
|
|
$205K
|
+$82.2K
|
+1,400
|
+67%
|
|
|
1943
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$205K
|
–
|
–
|
–
|
|
|
1944
|
|
$205K
|
+$205K
|
+3,491
|
New
|
|
|
1945
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$205K
|
–
|
–
|
–
|
|
|
1946
|
BCS Wealth Management
Johnson City,
Tennessee
|
$204K
|
+$204K
|
+3,480
|
New
|
|
|
1947
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$204K
|
–
|
–
|
–
|
|
|
1948
|
Bridgewater Advisors
New York
|
$204K
|
+$218K
|
+3,715
|
New
|
|
|
1949
|
Emergent Wealth Advisors
Williamsville,
New York
|
$203K
|
+$204K
|
+3,470
|
New
|
|
|
1950
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$203K
|
+$204K
|
+3,468
|
New
|
|
