|
1926
|
Hilltop National Bank
Casper,
Wyoming
|
$444K
|
+$52.8K
|
+304
|
+13%
|
|
|
1927
|
Sutton Place Investors
Katonah,
New York
|
$444K
|
+$58.2K
|
+335
|
+14%
|
|
|
1928
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$443K
|
–
|
–
|
–
|
|
|
1929
|
Generation Capital Management
Pittsford,
New York
|
$442K
|
–
|
–
|
–
|
|
|
1930
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$442K
|
+$44.3K
|
+255
|
+11%
|
|
|
1931
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$442K
|
+$118K
|
+678
|
+34%
|
|
|
1932
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$441K
|
-$32.7K
|
-188
|
-6%
|
|
|
1933
|
Elevatus Welath Management
Victor,
New York
|
$441K
|
+$89.8K
|
+517
|
+24%
|
|
|
1934
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$440K
|
–
|
–
|
–
|
|
|
1935
|
Citizens Business Bank
Ontario,
California
|
$440K
|
-$28K
|
-161
|
-6%
|
|
|
1936
|
EntryPoint Capital
New York
|
$440K
|
-$644K
|
-3,706
|
-58%
|
|
|
1937
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$440K
|
–
|
–
|
–
|
|
|
1938
|
Sandro Wealth Management
Fairfield,
New Jersey
|
$439K
|
+$142K
|
+816
|
+44%
|
|
|
1939
|
Lotus Technology Management
Orlando,
Florida
|
$438K
|
-$1.48M
|
-8,497
|
-76%
|
|
|
1940
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$438K
|
-$3.48K
|
-20
|
-0.7%
|
|
|
1941
|
Commons Capital
Needham,
Massachusetts
|
$437K
|
–
|
–
|
–
|
|
|
1942
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$436K
|
-$11.3K
|
-65
|
-2%
|
|
|
1943
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$435K
|
+$78.7K
|
+453
|
+21%
|
|
|
1944
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$434K
|
-$157K
|
-901
|
-26%
|
|
|
1945
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$434K
|
-$52.1K
|
-300
|
-10%
|
|
|
1946
|
SGL Investment Advisors
Missoula,
Montana
|
$433K
|
+$18.1K
|
+104
|
+5%
|
|
|
1947
|
Oldfield Partners
London,
United Kingdom
|
$433K
|
–
|
–
|
–
|
|
|
1948
|
Aspiriant LLC
Los Angeles,
California
|
$433K
|
+$181K
|
+1,039
|
+66%
|
|
|
1949
|
Capital Squared Financial
Rockville,
Maryland
|
$433K
|
–
|
–
|
–
|
|
|
1950
|
Manchester Capital Management
Manchester,
Vermont
|
$432K
|
-$366K
|
-2,109
|
-45%
|
|
