|
1926
|
Archvest Wealth Advisors
Concord,
California
|
$253K
|
–
|
–
|
–
|
|
|
1927
|
TFC Financial Management
Boston,
Massachusetts
|
$253K
|
+$991
|
+5
|
+0.4%
|
|
|
1928
|
Fogel Capital Management
Stuart,
Florida
|
$253K
|
–
|
–
|
–
|
|
|
1929
|
Kesler Norman & Wride
Ogden,
Utah
|
$253K
|
+$595
|
+3
|
+0.2%
|
|
|
1930
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$252K
|
–
|
–
|
–
|
|
|
1931
|
Unify Financial Advisors
Clearwater,
Florida
|
$251K
|
+$9.91K
|
+50
|
+4%
|
|
|
1932
|
Bricktown Capital
Detroit,
Michigan
|
$251K
|
–
|
–
|
–
|
|
|
1933
|
Novem Group
Rochester,
New York
|
$251K
|
+$51.3K
|
+259
|
+25%
|
|
|
1934
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$251K
|
+$259K
|
+1,305
|
New
|
|
|
1935
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$250K
|
+$45.2K
|
+228
|
+21%
|
|
|
1936
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$249K
|
+$258K
|
+1,300
|
New
|
|
|
1937
|
Clark Asset Management
Stratham,
New Hampshire
|
$249K
|
-$1.26M
|
-6,363
|
-83%
|
|
|
1938
|
Three Arch Wealth Management
Irvine,
California
|
$248K
|
–
|
–
|
–
|
|
|
1939
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$247K
|
–
|
–
|
–
|
|
|
1940
|
Ascent Group
Virginia Beach,
Virginia
|
$246K
|
-$396
|
-2
|
-0.2%
|
|
|
1941
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$246K
|
–
|
–
|
–
|
|
|
1942
|
Heritage Family Offices
Scottsdale,
Arizona
|
$246K
|
–
|
–
|
–
|
|
|
1943
|
Adelphi Trust
Saint Petersburg,
Florida
|
$245K
|
–
|
–
|
–
|
|
|
1944
|
Lodestar Private Asset Management
Alamo,
California
|
$245K
|
-$76.3K
|
-385
|
-23%
|
|
|
1945
|
Vines Capital Management
Monroe,
Louisiana
|
$245K
|
+$252K
|
+1,274
|
New
|
|
|
1946
|
Banque Transatlantique
Paris,
France
|
$243K
|
+$40.8K
|
+206
|
+19%
|
|
|
1947
|
Compass Financial Services
West Des Moines,
Iowa
|
$243K
|
+$595
|
+3
|
+0.2%
|
|
|
1948
|
Envision Financial Transparency
Greensboro,
North Carolina
|
$243K
|
+$251K
|
+1,267
|
New
|
|
|
1949
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$243K
|
+$250K
|
+1,264
|
New
|
|
|
1950
|
Brave Asset Management
Summit,
New Jersey
|
$242K
|
+$250K
|
+1,261
|
New
|
|
