|
1926
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$273K
|
+$234K
|
+1,316
|
New
|
|
|
1927
|
McCollum Christoferson Group
Amherst,
New York
|
$273K
|
–
|
–
|
–
|
|
|
1928
|
Hemington Wealth Management
Falls Church,
Virginia
|
$273K
|
-$4.79K
|
-27
|
-2%
|
|
|
1929
|
AA Financial Advisors
Columbus,
Ohio
|
$273K
|
+$233K
|
+1,314
|
New
|
|
|
1930
|
Fort Point Capital Partners
San Francisco,
California
|
$273K
|
-$13.5K
|
-76
|
-5%
|
|
|
1931
|
Charles Schwab Trust
Henderson,
Nevada
|
$272K
|
–
|
–
|
–
|
|
|
1932
|
Traveka Wealth
Los Altos,
California
|
$272K
|
-$86.8K
|
-489
|
-27%
|
|
|
1933
|
OneAscent Financial Services
Birmingham,
Alabama
|
$271K
|
+$230K
|
+1,297
|
New
|
|
|
1934
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$271K
|
-$1.6K
|
-9
|
-0.7%
|
|
|
1935
|
Taylor Financial Group
Roanoke,
Virginia
|
$271K
|
–
|
–
|
–
|
|
|
1936
|
Red Lighthouse Investment Management
New York
|
$270K
|
-$4.08K
|
-23
|
-2%
|
|
|
1937
|
LSV Asset Management
Chicago,
Illinois
|
$270K
|
–
|
–
|
–
|
|
|
1938
|
Wealthquest
Cincinnati,
Ohio
|
$270K
|
+$11.9K
|
+67
|
+5%
|
|
|
1939
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$268K
|
+$229K
|
+1,292
|
New
|
|
|
1940
|
Sunflower Bank
Dallas,
Texas
|
$268K
|
+$10.3K
|
+58
|
+5%
|
|
|
1941
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$267K
|
+$1.42K
|
+8
|
+0.6%
|
|
|
1942
|
Cardiff Park Advisors
Carlsbad,
California
|
$267K
|
+$178
|
+1
|
+0.1%
|
|
|
1943
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$267K
|
+$23.3K
|
+131
|
+11%
|
|
|
1944
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$266K
|
+$3.02K
|
+17
|
+1%
|
|
|
1945
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$266K
|
–
|
–
|
–
|
|
|
1946
|
Heritage Wealth Management (California)
San Diego,
California
|
$266K
|
-$13.8K
|
-78
|
-6%
|
|
|
1947
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$265K
|
+$227K
|
+1,276
|
New
|
|
|
1948
|
Chemistry Wealth Management
New York
|
$265K
|
–
|
–
|
–
|
|
|
1949
|
Carrera Capital Advisors
Troy,
Michigan
|
$264K
|
-$31.6K
|
-178
|
-12%
|
|
|
1950
|
Core Wealth Partners
Santa Rosa,
California
|
$264K
|
+$178
|
+1
|
+0.1%
|
|
