|
1926
|
Angeles Wealth Management
Santa Monica,
California
|
$468K
|
+$63.3K
|
+2,378
|
+17%
|
|
|
1927
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$467K
|
-$1.86K
|
-70
|
-0.4%
|
|
|
1928
|
Virtue Capital Management
Brentwood,
Tennessee
|
$467K
|
+$38.8K
|
+1,456
|
+9%
|
|
|
1929
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$467K
|
+$443K
|
+16,625
|
New
|
|
|
1930
|
Alpha Family Trust
Los Angeles,
California
|
$467K
|
–
|
–
|
–
|
|
|
1931
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$466K
|
+$2.5K
|
+94
|
+0.6%
|
|
|
1932
|
Lantern Wealth Advisors
Melville,
New York
|
$466K
|
-$35.6K
|
-1,337
|
-7%
|
|
|
1933
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$466K
|
–
|
–
|
–
|
|
|
1934
|
Third View Private Wealth
Westport,
Connecticut
|
$465K
|
+$15K
|
+562
|
+4%
|
|
|
1935
|
Acorns Advisers
Irvine,
California
|
$465K
|
+$25.2K
|
+946
|
+6%
|
|
|
1936
|
Keel Point
Huntsville,
Alabama
|
$465K
|
-$99.4K
|
-3,733
|
-18%
|
|
|
1937
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$465K
|
+$42.7K
|
+1,602
|
+11%
|
|
|
1938
|
Bull Harbor Capital
Bethesda,
Maryland
|
$464K
|
+$440K
|
+16,530
|
New
|
|
|
1939
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$464K
|
+$18.8K
|
+707
|
+5%
|
|
|
1940
|
Volterra Technologies
New York
|
$463K
|
+$439K
|
+16,487
|
New
|
|
|
1941
|
Elyxium Wealth
San Mateo,
California
|
$461K
|
-$9.74K
|
-366
|
-2%
|
|
|
1942
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$460K
|
-$24.7K
|
-928
|
-5%
|
|
|
1943
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$459K
|
-$17K
|
-638
|
-4%
|
|
|
1944
|
Accredited Investors
Edina,
Minnesota
|
$459K
|
-$62.8K
|
-2,357
|
-13%
|
|
|
1945
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$459K
|
+$17.3K
|
+650
|
+4%
|
|
|
1946
|
White Pine Capital
Bloomington,
Minnesota
|
$458K
|
+$77.9K
|
+2,925
|
+22%
|
|
|
1947
|
Waterfront Wealth
Overland Park,
Kansas
|
$457K
|
-$47.6K
|
-1,789
|
-10%
|
|
|
1948
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$457K
|
-$191K
|
-7,173
|
-31%
|
|
|
1949
|
Castleview Partners
Dallas,
Texas
|
$457K
|
+$73.7K
|
+2,767
|
+21%
|
|
|
1950
|
Element Wealth
Ridgeland,
Mississippi
|
$456K
|
-$2.88K
|
-108
|
-0.7%
|
|
