|
1926
|
Arden Trust
Wilmington,
Delaware
|
$1.6M
|
-$25.6K
|
-163
|
-2%
|
|
|
1927
|
SPC Financial Inc
Rockville,
Maryland
|
$1.6M
|
-$18.7K
|
-119
|
-1%
|
|
|
1928
|
Segment Wealth Management
Houston,
Texas
|
$1.6M
|
+$72.8K
|
+464
|
+5%
|
|
|
1929
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.6M
|
+$850K
|
+5,422
|
+122%
|
|
|
1930
|
Charter Research & Investment Group
Southport,
Connecticut
|
$1.6M
|
+$23.5K
|
+150
|
+2%
|
|
|
1931
|
Compass Wealth Management
Guilford,
Connecticut
|
$1.6M
|
-$27.4K
|
-175
|
-2%
|
|
|
1932
|
CMG Global Holdings
Plano,
Texas
|
$1.59M
|
+$784
|
+5
|
+0.1%
|
|
|
1933
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$1.59M
|
+$10.7K
|
+68
|
+0.7%
|
|
|
1934
|
Waddell & Associates
Memphis,
Tennessee
|
$1.59M
|
-$87.2K
|
-556
|
-5%
|
|
|
1935
|
Bank Pictet & Cie (Asia)
Singapore
|
$1.58M
|
+$839K
|
+5,347
|
+121%
|
|
|
1936
|
WrapManager Inc
Mill Valley,
California
|
$1.58M
|
+$184K
|
+1,175
|
+14%
|
|
|
1937
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.58M
|
+$35.3K
|
+225
|
+2%
|
|
|
1938
|
Barrett & Company
Providence,
Rhode Island
|
$1.58M
|
+$123K
|
+784
|
+9%
|
|
|
1939
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$1.58M
|
-$627
|
-4
|
-0%
|
|
|
1940
|
Northcape Wealth Management
Williamsville,
New York
|
$1.58M
|
-$257K
|
-1,639
|
-14%
|
|
|
1941
|
West Michigan Advisors
Holland,
Michigan
|
$1.57M
|
+$16.3K
|
+104
|
+1%
|
|
|
1942
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$1.57M
|
-$7.84K
|
-50
|
-0.5%
|
|
|
1943
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.57M
|
-$19K
|
-121
|
-1%
|
|
|
1944
|
Wimmer Associates 1
Pasadena,
California
|
$1.57M
|
-$9.41K
|
-60
|
-0.6%
|
|
|
1945
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.56M
|
–
|
–
|
–
|
|
|
1946
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.56M
|
-$23.2K
|
-148
|
-1%
|
|
|
1947
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.56M
|
-$51K
|
-325
|
-3%
|
|
|
1948
|
LSV Asset Management
Chicago,
Illinois
|
$1.56M
|
–
|
–
|
–
|
|
|
1949
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$1.56M
|
-$69.3K
|
-442
|
-4%
|
|
|
1950
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.55M
|
-$35.6K
|
-227
|
-2%
|
|
