|
1926
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.79M
|
-$213K
|
-479
|
-8%
|
|
|
1927
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.79M
|
+$36.1K
|
+81
|
+1%
|
|
|
1928
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2.78M
|
+$369K
|
+829
|
+16%
|
|
|
1929
|
Tillman Hartley LLC
Denver,
Colorado
|
$2.78M
|
–
|
–
|
–
|
|
|
1930
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.78M
|
+$2.6M
|
+5,844
|
New
|
|
|
1931
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$2.77M
|
+$2.6M
|
+5,838
|
New
|
|
|
1932
|
Acropolis Investment Management
St. Louis,
Missouri
|
$2.77M
|
+$4.9K
|
+11
|
+0.2%
|
|
|
1933
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.77M
|
+$1.26M
|
+2,828
|
+95%
|
|
|
1934
|
Fisher Asset Management
Camas,
Washington
|
$2.76M
|
-$878K
|
-1,970
|
-25%
|
|
|
1935
|
Bosun Asset Management
Chicago,
Illinois
|
$2.76M
|
+$1.56M
|
+3,500
|
+152%
|
|
|
1936
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.75M
|
–
|
–
|
–
|
|
|
1937
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$2.75M
|
+$481K
|
+1,080
|
+23%
|
|
|
1938
|
Convergence Financial
Columbia,
Missouri
|
$2.74M
|
-$1.66M
|
-3,737
|
-39%
|
|
|
1939
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.74M
|
+$13.8K
|
+31
|
+0.5%
|
|
|
1940
|
Forza Wealth Management
Sarasota,
Florida
|
$2.74M
|
-$267K
|
-600
|
-9%
|
|
|
1941
|
NDWM LLC
La Jolla,
California
|
$2.73M
|
+$2.56M
|
+5,746
|
New
|
|
|
1942
|
Nemes Rush Group
Novi,
Michigan
|
$2.73M
|
+$735K
|
+1,651
|
+40%
|
|
|
1943
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$2.73M
|
+$2.29M
|
+5,140
|
+883%
|
|
|
1944
|
Libra Wealth
Los Gatos,
California
|
$2.73M
|
–
|
–
|
–
|
|
|
1945
|
C2C Wealth Management
Scottsdale,
Arizona
|
$2.72M
|
-$5.17M
|
-11,603
|
-67%
|
|
|
1946
|
Fagan Associates
Troy,
New York
|
$2.72M
|
-$49.9K
|
-112
|
-2%
|
|
|
1947
|
Fayez Sarofim & Co
Houston,
Texas
|
$2.72M
|
-$2.07M
|
-4,658
|
-46%
|
|
|
1948
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$2.72M
|
-$108K
|
-242
|
-4%
|
|
|
1949
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$2.71M
|
-$102K
|
-230
|
-4%
|
|
|
1950
|
RDST Capital
Seattle,
Washington
|
$2.71M
|
+$2.54M
|
+5,710
|
New
|
|
