|
1926
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$337K
|
+$81.6K
|
+295
|
+30%
|
|
|
1927
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
1928
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$335K
|
-$270K
|
-975
|
-44%
|
|
|
1929
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$335K
|
-$79.4K
|
-287
|
-19%
|
|
|
1930
|
Chapin Davis
Baltimore,
Maryland
|
$334K
|
+$347K
|
+1,254
|
New
|
|
|
1931
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$333K
|
-$113K
|
-407
|
-25%
|
|
|
1932
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$333K
|
+$1.66K
|
+6
|
+0.5%
|
|
|
1933
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$332K
|
+$18.8K
|
+68
|
+6%
|
|
|
1934
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$331K
|
–
|
–
|
–
|
|
|
1935
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$331K
|
+$553
|
+2
|
+0.2%
|
|
|
1936
|
Owen LaRue
Elizabethtown,
Kentucky
|
$330K
|
+$344K
|
+1,243
|
New
|
|
|
1937
|
Mirador Capital Partners
Pleasanton,
California
|
$330K
|
-$40.4K
|
-146
|
-11%
|
|
|
1938
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$329K
|
+$341K
|
+1,234
|
New
|
|
|
1939
|
Sonoma Private Wealth
Sonoma,
California
|
$328K
|
+$341K
|
+1,233
|
New
|
|
|
1940
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$326K
|
-$8.85K
|
-32
|
-3%
|
|
|
1941
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$326K
|
+$830
|
+3
|
+0.2%
|
|
|
1942
|
Sutton Wealth Advisors
Tampa,
Florida
|
$326K
|
-$18.8K
|
-68
|
-5%
|
|
|
1943
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$325K
|
+$3.04K
|
+11
|
+0.9%
|
|
|
1944
|
Wealth Alliance
Mellville,
New York
|
$324K
|
-$26.8K
|
-97
|
-7%
|
|
|
1945
|
Rex Capital Advisors
Providence,
Rhode Island
|
$323K
|
+$336K
|
+1,214
|
New
|
|
|
1946
|
Rede Wealth
Charlottesville,
Virginia
|
$323K
|
-$132K
|
-479
|
-28%
|
|
|
1947
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$321K
|
+$334K
|
+1,207
|
New
|
|
|
1948
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$320K
|
+$553
|
+2
|
+0.2%
|
|
|
1949
|
Iconiq Capital
San Francisco,
California
|
$320K
|
+$80.5K
|
+291
|
+32%
|
|
|
1950
|
Charter Research & Investment Group
Southport,
Connecticut
|
$320K
|
–
|
–
|
–
|
|
