|
1926
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$236K
|
+$245K
|
+1,298
|
New
|
|
|
1927
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$236K
|
+$13K
|
+69
|
+6%
|
|
|
1928
|
Martingale Asset Management
Boston,
Massachusetts
|
$236K
|
+$245K
|
+1,296
|
New
|
|
|
1929
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$235K
|
–
|
–
|
–
|
|
|
1930
|
Grant Private Wealth Management
Pleasanton,
California
|
$235K
|
+$244K
|
+1,294
|
New
|
|
|
1931
|
Disciplined Investors
Waco,
Texas
|
$235K
|
+$265K
|
+1,401
|
New
|
|
|
1932
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$235K
|
-$378
|
-2
|
-0.2%
|
|
|
1933
|
49 Wealth Management
Austin,
Texas
|
$235K
|
+$1.13K
|
+6
|
+0.5%
|
|
|
1934
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$234K
|
+$243K
|
+1,288
|
New
|
|
|
1935
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$234K
|
+$243K
|
+1,284
|
New
|
|
|
1936
|
Bingham Private Wealth
San Francisco,
California
|
$233K
|
+$242K
|
+1,282
|
New
|
|
|
1937
|
YANKCOM Partnership
Yankton,
South Dakota
|
$233K
|
+$242K
|
+1,282
|
New
|
|
|
1938
|
MRA Advisory Group
Parsippany,
New Jersey
|
$232K
|
+$4.34K
|
+23
|
+2%
|
|
|
1939
|
Shelton Wealth Management
Fort Worth,
Texas
|
$232K
|
+$241K
|
+1,275
|
New
|
|
|
1940
|
Fort Point Capital Partners
San Francisco,
California
|
$232K
|
+$13.6K
|
+72
|
+6%
|
|
|
1941
|
Autumn Glory Partners
Dallas,
Texas
|
$231K
|
-$240K
|
-1,268
|
-50%
|
|
|
1942
|
Smith Anglin Financial
Dallas,
Texas
|
$231K
|
+$1.89K
|
+10
|
+0.8%
|
|
|
1943
|
BayBridge Capital Group
Pleasanton,
California
|
$229K
|
+$238K
|
+1,260
|
New
|
|
|
1944
|
Wedge Capital Management
Charlotte,
North Carolina
|
$229K
|
–
|
–
|
–
|
|
|
1945
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$229K
|
+$238K
|
+1,258
|
New
|
|
|
1946
|
Sanders Morris Harris
Houston,
Texas
|
$228K
|
–
|
–
|
–
|
|
|
1947
|
Ceera Investments
Bellaire,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
1948
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$227K
|
–
|
–
|
–
|
|
|
1949
|
Westside Investment Management
Santa Monica,
California
|
$227K
|
-$3.02K
|
-16
|
-1%
|
|
|
1950
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$227K
|
–
|
–
|
–
|
|
