|
1926
|
Satovsky Asset Management
New York
|
$231K
|
+$233K
|
+4,677
|
New
|
|
|
1927
|
Realta Investment Advisors
Wilmington,
Delaware
|
$230K
|
-$140K
|
-2,809
|
-38%
|
|
|
1928
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$229K
|
-$13.3K
|
-268
|
-5%
|
|
|
1929
|
Quantitative Strategies
Calabasas,
California
|
$229K
|
–
|
–
|
–
|
|
|
1930
|
Truvestments Capital
Sarasota,
Florida
|
$229K
|
+$5.87K
|
+118
|
+3%
|
|
|
1931
|
National Wealth Management Group
Cincinnati,
Ohio
|
$229K
|
+$2.14K
|
+43
|
+0.9%
|
|
|
1932
|
Mason Investment Advisory Services
Reston,
Virginia
|
$228K
|
+$11.1K
|
+223
|
+5%
|
|
|
1933
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$227K
|
+$17.3K
|
+348
|
+8%
|
|
|
1934
|
Financial Guidance Group
Palm Harbor,
Florida
|
$226K
|
+$9.21K
|
+185
|
+4%
|
|
|
1935
|
Investmark Advisory Group
Shelton,
Connecticut
|
$226K
|
-$2.39K
|
-48
|
-1%
|
|
|
1936
|
Fiduciary Alliance
Greenville,
South Carolina
|
$225K
|
-$1.14K
|
-23
|
-0.5%
|
|
|
1937
|
Tucker Asset Management
Littleton,
Colorado
|
$225K
|
+$32.4K
|
+652
|
+17%
|
|
|
1938
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$224K
|
-$13.9K
|
-280
|
-6%
|
|
|
1939
|
Rovin Capital
Mesa,
Arizona
|
$224K
|
-$13.8K
|
-277
|
-6%
|
|
|
1940
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
1941
|
Summit X LLC
Chesterfield,
Missouri
|
$223K
|
+$222K
|
+4,469
|
New
|
|
|
1942
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$222K
|
-$25.9K
|
-520
|
-10%
|
|
|
1943
|
Wallace Capital Management
Dallas,
Texas
|
$222K
|
-$42.4K
|
-852
|
-16%
|
|
|
1944
|
Madrona Financial Services
Everett,
Washington
|
$222K
|
+$224K
|
+4,493
|
New
|
|
|
1945
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$222K
|
–
|
–
|
–
|
|
|
1946
|
SkyOak Wealth
Southfield,
Michigan
|
$222K
|
+$3.78K
|
+76
|
+2%
|
|
|
1947
|
WealthCollab
Bellevue,
Washington
|
$221K
|
-$40.7K
|
-818
|
-15%
|
|
|
1948
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$220K
|
+$67.8K
|
+1,363
|
+44%
|
|
|
1949
|
Members Trust
Tampa,
Florida
|
$220K
|
–
|
–
|
–
|
|
|
1950
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$219K
|
+$4.43K
|
+89
|
+2%
|
|
