|
1926
|
PDS Planning
Dublin,
Ohio
|
$4.52M
|
+$632K
|
+930
|
+15%
|
|
|
1927
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$4.52M
|
-$347K
|
-510
|
-7%
|
|
|
1928
|
Generation Capital Management
Pittsford,
New York
|
$4.52M
|
-$144K
|
-212
|
-3%
|
|
|
1929
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$4.5M
|
+$256K
|
+376
|
+6%
|
|
|
1930
|
Red Door Wealth Management
Memphis,
Tennessee
|
$4.5M
|
+$299K
|
+440
|
+7%
|
|
|
1931
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.49M
|
-$73.4K
|
-108
|
-2%
|
|
|
1932
|
Waterfront Wealth
Overland Park,
Kansas
|
$4.48M
|
-$4.76K
|
-7
|
-0.1%
|
|
|
1933
|
Bennett Selby Investments
Falmouth,
Maine
|
$4.48M
|
+$78.9K
|
+116
|
+2%
|
|
|
1934
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$4.47M
|
+$331K
|
+487
|
+8%
|
|
|
1935
|
Steph & Co
Marinette,
Wisconsin
|
$4.47M
|
+$114K
|
+167
|
+2%
|
|
|
1936
|
Alpha Capital Management
Austin,
Texas
|
$4.46M
|
-$130K
|
-191
|
-3%
|
|
|
1937
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$4.46M
|
+$188K
|
+276
|
+4%
|
|
|
1938
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$4.46M
|
-$4.75M
|
-6,983
|
-50%
|
|
|
1939
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.46M
|
+$207K
|
+305
|
+5%
|
|
|
1940
|
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
$4.46M
|
-$10.7M
|
-15,777
|
-70%
|
|
|
1941
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$4.45M
|
–
|
–
|
–
|
|
|
1942
|
Eagle Global Advisors
Houston,
Texas
|
$4.45M
|
-$224K
|
-330
|
-5%
|
|
|
1943
|
Private Wealth Partners
Mill Valley,
California
|
$4.45M
|
-$64.6K
|
-95
|
-1%
|
|
|
1944
|
|
$4.44M
|
+$23.1K
|
+34
|
+0.5%
|
|
|
1945
|
Ironclad Investments
Maitland,
Florida
|
$4.43M
|
–
|
–
|
–
|
|
|
1946
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$4.42M
|
+$101K
|
+149
|
+2%
|
|
|
1947
|
|
$4.42M
|
-$2.29M
|
-3,375
|
-33%
|
|
|
1948
|
M.E. Allison & Co
San Antonio,
Texas
|
$4.42M
|
+$136K
|
+200
|
+3%
|
|
|
1949
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4.41M
|
+$829K
|
+1,220
|
+22%
|
|
|
1950
|
Pursue Wealth Partners
Clayton,
California
|
$4.41M
|
+$44.2K
|
+65
|
+1%
|
|
