|
1926
|
Perennial Advisors
New York
|
$350K
|
-$20.5K
|
-56
|
-6%
|
|
|
1927
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$344K
|
-$4.03K
|
-11
|
-1%
|
|
|
1928
|
Passive Capital Management
Baltimore,
Maryland
|
$344K
|
–
|
–
|
–
|
|
|
1929
|
Austin Private Wealth
Austin,
Texas
|
$344K
|
-$4.4K
|
-12
|
-1%
|
|
|
1930
|
Carlson Capital Management
Northfield,
Minnesota
|
$344K
|
-$9.9K
|
-27
|
-3%
|
|
|
1931
|
Archvest Wealth Advisors
Concord,
California
|
$343K
|
-$1.81M
|
-4,939
|
-84%
|
|
|
1932
|
Riversedge Advisors
Wilmington,
Delaware
|
$341K
|
+$332K
|
+906
|
New
|
|
|
1933
|
Leeward Financial Partners
Bellevue,
Washington
|
$339K
|
+$49.9K
|
+136
|
+18%
|
|
|
1934
|
Chiron Capital Management
Tallahassee,
Florida
|
$338K
|
-$98.3K
|
-268
|
-23%
|
|
|
1935
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$338K
|
-$69.7K
|
-190
|
-17%
|
|
|
1936
|
Global Assets Advisory
Orlando,
Florida
|
$336K
|
-$74.4K
|
-203
|
-19%
|
|
|
1937
|
LWMG LLC
Lake Elmo,
Minnesota
|
$336K
|
+$6.97K
|
+19
|
+2%
|
|
|
1938
|
Bellwether Advisors
Lincoln,
Nebraska
|
$335K
|
-$13.9K
|
-38
|
-4%
|
|
|
1939
|
Patten Group
Chattanooga,
Tennessee
|
$335K
|
–
|
–
|
–
|
|
|
1940
|
Wealth CMT
Cherry Hill,
New Jersey
|
$333K
|
–
|
–
|
–
|
|
|
1941
|
Empirical Finance
Havertown,
Pennsylvania
|
$332K
|
–
|
–
|
–
|
|
|
1942
|
Stiles Financial Services
Edina,
Minnesota
|
$332K
|
+$324K
|
+883
|
New
|
|
|
1943
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$332K
|
+$323K
|
+882
|
New
|
|
|
1944
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$331K
|
-$15.4K
|
-42
|
-5%
|
|
|
1945
|
Walker Asset Management
Verona,
Missouri
|
$331K
|
+$44K
|
+120
|
+16%
|
|
|
1946
|
Catalyst Private Wealth
San Mateo,
California
|
$331K
|
+$733
|
+2
|
+0.2%
|
|
|
1947
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$329K
|
-$368K
|
-1,003
|
-53%
|
|
|
1948
|
High Note Wealth
Deephaven,
Minnesota
|
$328K
|
–
|
–
|
–
|
|
|
1949
|
VOYA Investment Management
Atlanta,
Georgia
|
$327K
|
+$319K
|
+869
|
New
|
|
|
1950
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$326K
|
-$73.3K
|
-200
|
-19%
|
|
