|
1926
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$184K
|
–
|
–
|
–
|
|
|
1927
|
Osterweis Capital Management
San Francisco,
California
|
$182K
|
+$177K
|
+1,966
|
+13,107%
|
|
|
1928
|
Clear Investment Research
Alpharetta,
Georgia
|
$176K
|
–
|
–
|
–
|
|
|
1929
|
Bogart Wealth LLC
Mclean,
Virginia
|
$176K
|
+$23.4K
|
+260
|
+16%
|
|
|
1930
|
Creative Financial Designs
Kokomo,
Indiana
|
$173K
|
-$42.6K
|
-474
|
-20%
|
|
|
1931
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$172K
|
-$3.59K
|
-40
|
-2%
|
|
|
1932
|
Ransom Advisory
Providence,
Rhode Island
|
$171K
|
–
|
–
|
–
|
|
|
1933
|
Fortitude Family Office
Scottsdale,
Arizona
|
$171K
|
+$64.5K
|
+718
|
+63%
|
|
|
1934
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$170K
|
–
|
–
|
–
|
|
|
1935
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$163K
|
+$898
|
+10
|
+0.6%
|
|
|
1936
|
REAP Financial Group
Austin,
Texas
|
$160K
|
+$69.8K
|
+777
|
+80%
|
|
|
1937
|
Silvant Capital Management
Atlanta,
Georgia
|
$159K
|
–
|
–
|
–
|
|
|
1938
|
RMG Wealth Management
Platteville,
Wisconsin
|
$157K
|
+$150K
|
+1,672
|
New
|
|
|
1939
|
S.A. Mason
Holland,
Michigan
|
$157K
|
+$10.8K
|
+120
|
+8%
|
|
|
1940
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$156K
|
–
|
–
|
–
|
|
|
1941
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$155K
|
-$4.94K
|
-55
|
-3%
|
|
|
1942
|
MV Capital Management
Bethesda,
Maryland
|
$152K
|
-$1.17K
|
-13
|
-0.8%
|
|
|
1943
|
Harvest Fund Management
Beijing,
China
|
$147K
|
-$71.7K
|
-798
|
-33%
|
|
|
1944
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$143K
|
–
|
–
|
–
|
|
|
1945
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$143K
|
+$39.2K
|
+436
|
+39%
|
|
|
1946
|
Community Bank
Dewitt,
New York
|
$142K
|
–
|
–
|
–
|
|
|
1947
|
Whittier Trust
South Pasadena,
California
|
$138K
|
+$28K
|
+312
|
+26%
|
|
|
1948
|
Financial Management Professionals
Austin,
Texas
|
$138K
|
+$1.98K
|
+22
|
+1%
|
|
|
1949
|
Acima Private Wealth
Richmond,
Virginia
|
$138K
|
–
|
–
|
–
|
|
|
1950
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$137K
|
+$3.59K
|
+40
|
+3%
|
|
