|
1926
|
Aries Wealth Management
Portland,
Maine
|
$367K
|
+$108K
|
+8,000
|
+50%
|
|
|
1927
|
Delta Investment Management
San Francisco,
California
|
$366K
|
-$2.59M
|
-192,720
|
-88%
|
|
|
1928
|
Baystate Wealth Management
Boston,
Massachusetts
|
$365K
|
-$2.69K
|
-200
|
-0.7%
|
|
|
1929
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$365K
|
+$17.7K
|
+1,320
|
+5%
|
|
|
1930
|
Glassman Wealth Services
Vienna,
Virginia
|
$364K
|
+$19.4K
|
+1,440
|
+6%
|
|
|
1931
|
Sage Rhino Capital
Menlo Park,
California
|
$364K
|
+$49.5K
|
+3,680
|
+16%
|
|
|
1932
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$363K
|
+$11.3K
|
+840
|
+3%
|
|
|
1933
|
Private Portfolio Partners
Paramus,
New Jersey
|
$362K
|
-$244K
|
-18,160
|
-40%
|
|
|
1934
|
Employers Holdings
Reno,
Nevada
|
$360K
|
–
|
–
|
–
|
|
|
1935
|
Trinity Financial Advisors
Columbus,
Ohio
|
$360K
|
+$53.8K
|
+4,000
|
+17%
|
|
|
1936
|
Excalibur Management
Waltham,
Massachusetts
|
$360K
|
+$363K
|
+27,000
|
New
|
|
|
1937
|
Northwest Bancshares
Warren,
Pennsylvania
|
$359K
|
+$93K
|
+6,920
|
+35%
|
|
|
1938
|
1776 Wealth
Atlanta,
Georgia
|
$359K
|
+$151K
|
+11,200
|
+71%
|
|
|
1939
|
Bay Rivers Group
Williamsburg,
Virginia
|
$357K
|
+$10.8K
|
+800
|
+3%
|
|
|
1940
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$357K
|
+$10.8K
|
+800
|
+3%
|
|
|
1941
|
WESPAC Advisors
Orinda,
California
|
$356K
|
-$130K
|
-9,680
|
-27%
|
|
|
1942
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$356K
|
-$69.9K
|
-5,200
|
-16%
|
|
|
1943
|
First City Capital Management
Savannah,
Georgia
|
$356K
|
+$3.76K
|
+280
|
+1%
|
|
|
1944
|
Oxford Financial Group
Carmel,
Indiana
|
$355K
|
-$32.3K
|
-2,400
|
-8%
|
|
|
1945
|
Pacific Center for Financial Services
San Ramon,
California
|
$354K
|
-$3.76K
|
-280
|
-1%
|
|
|
1946
|
NovaPoint Capital
Atlanta,
Georgia
|
$354K
|
+$30.1K
|
+2,240
|
+9%
|
|
|
1947
|
Jones Financial Companies
Des Peres,
Missouri
|
$354K
|
+$210K
|
+15,600
|
+143%
|
|
|
1948
|
Avidian Wealth Enterprises
Houston,
Texas
|
$352K
|
-$61.8K
|
-4,600
|
-15%
|
|
|
1949
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$351K
|
-$15.1K
|
-1,120
|
-4%
|
|
|
1950
|
Beaumont Asset Management
Beaumont,
Texas
|
$351K
|
+$14.5K
|
+1,080
|
+4%
|
|
