|
1926
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$505K
|
+$8.14K
|
+300
|
+2%
|
|
|
1927
|
Montgomery Investment Management
Rockville,
Maryland
|
$504K
|
-$8.14K
|
-300
|
-2%
|
|
|
1928
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$502K
|
-$26.3K
|
-970
|
-5%
|
|
|
1929
|
Elk River Wealth Management
Denver,
Colorado
|
$501K
|
-$59.7K
|
-2,200
|
-10%
|
|
|
1930
|
Alta Advisers
London,
United Kingdom
|
$499K
|
+$81.7K
|
+3,012
|
+19%
|
|
|
1931
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$498K
|
-$1.84K
|
-68
|
-0.4%
|
|
|
1932
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$498K
|
+$56.6K
|
+2,087
|
+13%
|
|
|
1933
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$497K
|
–
|
–
|
–
|
|
|
1934
|
Angeles Wealth Management
Santa Monica,
California
|
$496K
|
+$78.2K
|
+2,882
|
+18%
|
|
|
1935
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$495K
|
+$8.71K
|
+321
|
+2%
|
|
|
1936
|
Mendel Money Management
Northbrook,
Illinois
|
$495K
|
+$4.61K
|
+170
|
+0.9%
|
|
|
1937
|
Parcion Private Wealth
Bellevue,
Washington
|
$494K
|
+$40.5K
|
+1,493
|
+9%
|
|
|
1938
|
Biltmore Family Office
Charlotte,
North Carolina
|
$492K
|
-$3.09K
|
-114
|
-0.6%
|
|
|
1939
|
Core Wealth Partners
Santa Rosa,
California
|
$491K
|
+$30.2K
|
+1,115
|
+6%
|
|
|
1940
|
Financial Perspectives
Minneapolis,
Minnesota
|
$490K
|
-$16.4K
|
-604
|
-3%
|
|
|
1941
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$490K
|
–
|
–
|
–
|
|
|
1942
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$489K
|
-$44.9K
|
-1,654
|
-8%
|
|
|
1943
|
SteelPeak Wealth
Woodland Hills,
California
|
$488K
|
-$4.2M
|
-154,915
|
-89%
|
|
|
1944
|
MKT Advisors
Escondido,
California
|
$488K
|
-$57.1K
|
-2,104
|
-10%
|
|
|
1945
|
Trustco Bank (New York)
Albany,
New York
|
$487K
|
-$32.5K
|
-1,199
|
-6%
|
|
|
1946
|
Vantage Point Financial
Lisle,
Illinois
|
$485K
|
+$496K
|
+18,293
|
New
|
|
|
1947
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$485K
|
-$717K
|
-26,439
|
-59%
|
|
|
1948
|
Hall Capital Management
Barrington,
Rhode Island
|
$484K
|
+$495K
|
+18,239
|
New
|
|
|
1949
|
Golden State Equity Partners
South Coast Metro,
California
|
$483K
|
-$533K
|
-19,658
|
-52%
|
|
|
1950
|
Freestone Grove Partners
San Francisco,
California
|
$481K
|
+$492K
|
+18,134
|
New
|
|
