|
1926
|
One Plus One Wealth Management
Jupiter,
Florida
|
$497K
|
+$79.3K
|
+457
|
+20%
|
|
|
1927
|
Cahill Financial Advisors
Edina,
Minnesota
|
$497K
|
+$1.04K
|
+6
|
+0.2%
|
|
|
1928
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$496K
|
-$15.6K
|
-90
|
-3%
|
|
|
1929
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$496K
|
-$18K
|
-104
|
-4%
|
|
|
1930
|
Generali Investments Management
Ljubljana,
Slovenia
|
$496K
|
-$118K
|
-680
|
-20%
|
|
|
1931
|
ClearBridge Investments
New York
|
$496K
|
-$42K
|
-242
|
-8%
|
|
|
1932
|
MBL Wealth
Charlotte,
North Carolina
|
$496K
|
+$53.9K
|
+311
|
+13%
|
|
|
1933
|
Veracity Capital
Atlanta,
Georgia
|
$495K
|
-$32.4K
|
-187
|
-6%
|
|
|
1934
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$495K
|
+$5.9K
|
+34
|
+1%
|
|
|
1935
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
$494K
|
–
|
–
|
–
|
|
|
1936
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$494K
|
+$31.4K
|
+181
|
+7%
|
|
|
1937
|
Riversedge Advisors
Wilmington,
Delaware
|
$491K
|
+$81K
|
+467
|
+21%
|
|
|
1938
|
Kelleher Financial Advisors
New York
|
$491K
|
+$235K
|
+1,354
|
+100%
|
|
|
1939
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$490K
|
-$695K
|
-4,010
|
-60%
|
|
|
1940
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$490K
|
–
|
–
|
–
|
|
|
1941
|
|
$490K
|
-$4.51K
|
-26
|
-1%
|
|
|
1942
|
Webster Bank
Waterbury,
Connecticut
|
$489K
|
+$20.6K
|
+119
|
+5%
|
|
|
1943
|
SGL Investment Advisors
Missoula,
Montana
|
$488K
|
+$42.8K
|
+247
|
+10%
|
|
|
1944
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$488K
|
+$22.9K
|
+132
|
+5%
|
|
|
1945
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$487K
|
-$116K
|
-671
|
-20%
|
|
|
1946
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$486K
|
+$18.6K
|
+107
|
+4%
|
|
|
1947
|
Elevatus Welath Management
Victor,
New York
|
$486K
|
+$3.29K
|
+19
|
+0.7%
|
|
|
1948
|
Matthew Hamilton Rosenberg
|
$484K
|
+$55.8K
|
+322
|
+14%
|
|
|
1949
|
Generation Capital Management
Pittsford,
New York
|
$484K
|
–
|
–
|
–
|
|
|
1950
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$484K
|
+$464K
|
+2,673
|
New
|
|
