|
1926
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.58M
|
-$246K
|
-607
|
-7%
|
|
|
1927
|
Klingman & Associates
New York
|
$1.58M
|
+$36.5K
|
+90
|
+3%
|
|
|
1928
|
|
$1.58M
|
-$5.42M
|
-13,366
|
-78%
|
|
|
1929
|
Richard C. Young & Co
Newport,
Rhode Island
|
$1.57M
|
+$21.1K
|
+52
|
+2%
|
|
|
1930
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$1.57M
|
-$13.8K
|
-34
|
-1%
|
|
|
1931
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.57M
|
+$249K
|
+614
|
+23%
|
|
|
1932
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$1.56M
|
+$75.9K
|
+187
|
+6%
|
|
|
1933
|
First Pacific Financial
Vancouver,
Washington
|
$1.56M
|
-$103K
|
-254
|
-7%
|
|
|
1934
|
Greykasell Wealth Strategies
Danville,
California
|
$1.56M
|
+$139K
|
+342
|
+12%
|
|
|
1935
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$1.56M
|
+$122K
|
+300
|
+10%
|
|
|
1936
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.55M
|
+$202K
|
+499
|
+18%
|
|
|
1937
|
Armis Advisers
Atlanta,
Georgia
|
$1.55M
|
+$181K
|
+445
|
+15%
|
|
|
1938
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.55M
|
+$169K
|
+416
|
+15%
|
|
|
1939
|
SageView Advisory Group
Newport Beach,
California
|
$1.55M
|
-$18.7K
|
-46
|
-1%
|
|
|
1940
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.55M
|
+$422K
|
+1,039
|
+47%
|
|
|
1941
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.54M
|
+$26.8K
|
+66
|
+2%
|
|
|
1942
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.54M
|
-$194K
|
-479
|
-13%
|
|
|
1943
|
1900 Wealth Management
San Antonio,
Texas
|
$1.54M
|
-$128K
|
-315
|
-9%
|
|
|
1944
|
PineBridge Investments
New York
|
$1.54M
|
-$787K
|
-1,940
|
-38%
|
|
|
1945
|
Mengis Capital Management
Portland,
Oregon
|
$1.54M
|
+$132K
|
+325
|
+11%
|
|
|
1946
|
Algebris (UK)
London,
United Kingdom
|
$1.54M
|
+$1.31M
|
+3,236
|
New
|
|
|
1947
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.54M
|
-$193K
|
-476
|
-13%
|
|
|
1948
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$1.54M
|
-$325K
|
-800
|
-20%
|
|
|
1949
|
Ruggaard & Associates
Hudson,
Ohio
|
$1.53M
|
-$406
|
-1
|
-0%
|
|
|
1950
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.53M
|
-$1.62K
|
-4
|
-0.1%
|
|
