|
1926
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$714K
|
–
|
–
|
–
|
|
|
1927
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$714K
|
–
|
–
|
–
|
|
|
1928
|
|
$714K
|
+$39.5K
|
+480
|
+6%
|
|
|
1929
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$711K
|
+$92.2K
|
+1,120
|
+16%
|
|
|
1930
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$709K
|
-$1.65K
|
-20
|
-0.3%
|
|
|
1931
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$709K
|
+$654K
|
+7,950
|
New
|
|
|
1932
|
Severin Investments
St. Louis,
Missouri
|
$709K
|
+$654K
|
+7,950
|
New
|
|
|
1933
|
Fermata Advisors
Sonoma,
California
|
$708K
|
+$654K
|
+7,940
|
New
|
|
|
1934
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$706K
|
–
|
–
|
–
|
|
|
1935
|
Signal Advisors Wealth
Detroit,
Michigan
|
$705K
|
+$345K
|
+4,190
|
+113%
|
|
|
1936
|
Focused Wealth Management
Newburgh,
New York
|
$705K
|
+$823
|
+10
|
+0.1%
|
|
|
1937
|
Zhang Financial
Portage,
Michigan
|
$703K
|
+$357K
|
+4,340
|
+122%
|
|
|
1938
|
Continuum Advisory
Eagle,
Idaho
|
$703K
|
+$53.5K
|
+650
|
+9%
|
|
|
1939
|
Ackerman Capital Advisors
Dallas,
Texas
|
$701K
|
–
|
–
|
–
|
|
|
1940
|
Prentice Wealth Management
Rochester,
New York
|
$701K
|
+$33.7K
|
+410
|
+5%
|
|
|
1941
|
Old North State Trust
Greensboro,
North Carolina
|
$701K
|
+$71.6K
|
+870
|
+12%
|
|
|
1942
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$701K
|
-$64.2K
|
-780
|
-9%
|
|
|
1943
|
Optimum Investment Advisors
Chicago,
Illinois
|
$701K
|
+$4.12K
|
+50
|
+0.6%
|
|
|
1944
|
Oak Asset Management
Westlake Village,
California
|
$700K
|
–
|
–
|
–
|
|
|
1945
|
Advance Capital Management
Southfield,
Michigan
|
$699K
|
-$3.29K
|
-40
|
-0.5%
|
|
|
1946
|
First Command Advisory Services
Fort Worth,
Texas
|
$693K
|
-$56K
|
-680
|
-8%
|
|
|
1947
|
Evermay Wealth Management
Arlington,
Virginia
|
$693K
|
-$4.12K
|
-50
|
-0.6%
|
|
|
1948
|
Howard Wealth Management
Madison,
Connecticut
|
$693K
|
+$6.58K
|
+80
|
+1%
|
|
|
1949
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$692K
|
-$11.5K
|
-140
|
-2%
|
|
|
1950
|
West Michigan Advisors
Holland,
Michigan
|
$692K
|
+$8.23K
|
+100
|
+1%
|
|
