|
1926
|
New Potomac Partners
Bethesda,
Maryland
|
$144K
|
–
|
–
|
–
|
|
|
1927
|
Allworth Financial
Folsom,
California
|
$144K
|
+$42.6K
|
+308
|
+59%
|
|
|
1928
|
Pacifica Partners
Surrey,
Canada
|
$141K
|
-$7.05K
|
-51
|
-6%
|
|
|
1929
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$134K
|
–
|
–
|
–
|
|
|
1930
|
Cerebellum
San Francisco,
California
|
$131K
|
+$246K
|
+1,782
|
New
|
|
|
1931
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$126K
|
+$30K
|
+217
|
+43%
|
|
|
1932
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$124K
|
+$49.3K
|
+357
|
+101%
|
|
|
1933
|
Blume Capital Management
Berkeley,
California
|
$122K
|
–
|
–
|
–
|
|
|
1934
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$121K
|
–
|
–
|
–
|
|
|
1935
|
Pathstone Family Office
Englewood,
New Jersey
|
$121K
|
–
|
–
|
–
|
|
|
1936
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$120K
|
–
|
–
|
–
|
|
|
1937
|
Mizuho Securities
Tokyo,
Japan
|
$120K
|
+$84.3K
|
+610
|
+95%
|
|
|
1938
|
Tarbox Family Office
Newport Beach,
California
|
$119K
|
-$12.2K
|
-88
|
-11%
|
|
|
1939
|
Focused Wealth Management
Newburgh,
New York
|
$117K
|
-$829
|
-6
|
-0.9%
|
|
|
1940
|
West Paces Advisors
Atlanta,
Georgia
|
$114K
|
–
|
–
|
–
|
|
|
1941
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$114K
|
+$40.9K
|
+296
|
+82%
|
|
|
1942
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$111K
|
–
|
–
|
–
|
|
|
1943
|
Truvestments Capital
Sarasota,
Florida
|
$110K
|
-$36.3K
|
-263
|
-29%
|
|
|
1944
|
Gemmer Asset Management
Walnut Creek,
California
|
$108K
|
-$7.05K
|
-51
|
-8%
|
|
|
1945
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$107K
|
+$85.3K
|
+617
|
New
|
|
|
1946
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$106K
|
+$13.8K
|
+100
|
+20%
|
|
|
1947
|
Regal Wealth Group
Seal Beach,
California
|
$103K
|
-$31.8K
|
-230
|
-28%
|
|
|
1948
|
Aspire Private Capital
Cornelius,
North Carolina
|
$102K
|
+$80.7K
|
+584
|
New
|
|
|
1949
|
EARNEST Partners
Atlanta,
Georgia
|
$101K
|
–
|
–
|
–
|
|
|
1950
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$101K
|
+$9.54K
|
+69
|
+13%
|
|
