|
1926
|
|
$1.13M
|
+$23.7K
|
+143
|
+2%
|
|
|
1927
|
L.J. Altfest & Co
New York
|
$1.13M
|
-$78.6K
|
-474
|
-7%
|
|
|
1928
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
1929
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.12M
|
+$195K
|
+1,175
|
+22%
|
|
|
1930
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.12M
|
-$8.29K
|
-50
|
-0.8%
|
|
|
1931
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.12M
|
+$103K
|
+620
|
+10%
|
|
|
1932
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$1.12M
|
-$149K
|
-897
|
-12%
|
|
|
1933
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.12M
|
+$1.09M
|
+6,579
|
New
|
|
|
1934
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
|
1935
|
Strategy Asset Managers
Pasadena,
California
|
$1.12M
|
+$13.3K
|
+80
|
+1%
|
|
|
1936
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.12M
|
+$1.1M
|
+6,604
|
New
|
|
|
1937
|
First City Capital Management
Savannah,
Georgia
|
$1.11M
|
-$13.6K
|
-82
|
-1%
|
|
|
1938
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$1.11M
|
+$16.6K
|
+100
|
+2%
|
|
|
1939
|
|
$1.11M
|
+$16.4K
|
+99
|
+2%
|
|
|
1940
|
Advisory Alpha
Holland,
Michigan
|
$1.11M
|
+$262K
|
+1,578
|
+32%
|
|
|
1941
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$1.11M
|
-$1.04M
|
-6,247
|
-49%
|
|
|
1942
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.11M
|
+$6.14K
|
+37
|
+0.6%
|
|
|
1943
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$1.11M
|
+$51.6K
|
+311
|
+5%
|
|
|
1944
|
VELA Investment Management
New Albany,
Ohio
|
$1.1M
|
+$63K
|
+380
|
+6%
|
|
|
1945
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.1M
|
+$1.08M
|
+6,495
|
New
|
|
|
1946
|
WealthTrust Asset Management
Destin,
Florida
|
$1.1M
|
+$83.6K
|
+504
|
+8%
|
|
|
1947
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.1M
|
+$1.08M
|
+6,487
|
New
|
|
|
1948
|
Alterity Financial Group
Bangor,
Maine
|
$1.1M
|
–
|
–
|
–
|
|
|
1949
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.1M
|
+$663
|
+4
|
+0.1%
|
|
|
1950
|
KWB Wealth
Redlands,
California
|
$1.1M
|
+$663
|
+4
|
+0.1%
|
|
