|
1926
|
Private Wealth Partners
Mill Valley,
California
|
$207K
|
-$80.8K
|
-958
|
-28%
|
|
|
1927
|
WrapManager Inc
Mill Valley,
California
|
$205K
|
-$34.2K
|
-406
|
-14%
|
|
|
1928
|
Secure Asset Management
Troy,
Michigan
|
$205K
|
-$3.29K
|
-39
|
-2%
|
|
|
1929
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$205K
|
-$124K
|
-1,467
|
-38%
|
|
|
1930
|
Davies Financial Advisors
Murrieta,
California
|
$205K
|
-$294K
|
-3,483
|
-59%
|
|
|
1931
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$204K
|
+$2.19K
|
+26
|
+1%
|
|
|
1932
|
Fortitude Family Office
Scottsdale,
Arizona
|
$204K
|
-$337
|
-4
|
-0.2%
|
|
|
1933
|
Rice Hall James & Associates
San Diego,
California
|
$204K
|
–
|
–
|
–
|
|
|
1934
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$204K
|
+$204K
|
+2,423
|
New
|
|
|
1935
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$204K
|
-$9.2K
|
-109
|
-4%
|
|
|
1936
|
Fiduciary Alliance
Greenville,
South Carolina
|
$204K
|
+$590
|
+7
|
+0.3%
|
|
|
1937
|
City National Bank of Florida
Miami,
Florida
|
$203K
|
+$203K
|
+2,412
|
New
|
|
|
1938
|
Sovereign Financial Group
Stamford,
Connecticut
|
$203K
|
+$203K
|
+2,412
|
New
|
|
|
1939
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$202K
|
-$158K
|
-1,873
|
-44%
|
|
|
1940
|
Brave Asset Management
Summit,
New Jersey
|
$202K
|
–
|
–
|
–
|
|
|
1941
|
Sivia Capital Partners
Mill Valley,
California
|
$202K
|
-$70.9K
|
-840
|
-26%
|
|
|
1942
|
Callahan Advisors
Houston,
Texas
|
$201K
|
-$737K
|
-8,742
|
-79%
|
|
|
1943
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$201K
|
-$37K
|
-439
|
-15%
|
|
|
1944
|
BIP Wealth
Atlanta,
Georgia
|
$201K
|
-$21.9K
|
-260
|
-10%
|
|
|
1945
|
Howard Capital Management Group
Los Angeles,
California
|
$198K
|
-$98.6K
|
-1,169
|
-33%
|
|
|
1946
|
Bayban
Bayport,
Minnesota
|
$196K
|
+$196K
|
+2,325
|
New
|
|
|
1947
|
Aviso Financial
Toronto,
Ontario, Canada
|
$194K
|
-$54.6K
|
-647
|
-22%
|
|
|
1948
|
McMillan Office
St. Clair Shores,
Michigan
|
$194K
|
+$194K
|
+2,300
|
New
|
|
|
1949
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$189K
|
-$10.8K
|
-128
|
-5%
|
|
|
1950
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$186K
|
-$1.52K
|
-18
|
-0.8%
|
|
