|
1926
|
Donaldson Capital Management
Evansville,
Indiana
|
$700K
|
+$215K
|
+524
|
+49%
|
|
|
1927
|
Watchman Group
Plano,
Texas
|
$699K
|
+$655K
|
+1,600
|
New
|
|
|
1928
|
WealthPLAN Partners
Omaha,
Nebraska
|
$698K
|
+$7.78K
|
+19
|
+1%
|
|
|
1929
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$697K
|
+$53.2K
|
+130
|
+9%
|
|
|
1930
|
Intellectus Partners
San Francisco,
California
|
$693K
|
-$199K
|
-486
|
-23%
|
|
|
1931
|
Telemus Capital
Southfield,
Michigan
|
$690K
|
-$186K
|
-454
|
-22%
|
|
|
1932
|
Washburn Capital Management
Vero Beach,
Florida
|
$689K
|
-$25.8K
|
-63
|
-4%
|
|
|
1933
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$688K
|
-$10.6K
|
-26
|
-2%
|
|
|
1934
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$688K
|
–
|
–
|
–
|
|
|
1935
|
Richard P. Slaughter Associates
Austin,
Texas
|
$685K
|
–
|
–
|
–
|
|
|
1936
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$684K
|
+$215K
|
+526
|
+51%
|
|
|
1937
|
Dimension Capital Management
Coral Gables,
Florida
|
$684K
|
+$13.1K
|
+32
|
+2%
|
|
|
1938
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$681K
|
-$383K
|
-936
|
-38%
|
|
|
1939
|
Ashford Advisors
Pittsford,
New York
|
$678K
|
–
|
–
|
–
|
|
|
1940
|
Oakwell Private Wealth Management
Austin,
Texas
|
$677K
|
-$31.1K
|
-76
|
-5%
|
|
|
1941
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$677K
|
-$432K
|
-1,055
|
-40%
|
|
|
1942
|
Chapin Davis
Baltimore,
Maryland
|
$677K
|
+$409
|
+1
|
+0.1%
|
|
|
1943
|
Iconiq Capital
San Francisco,
California
|
$677K
|
+$3.47M
|
+8,473
|
+121%
|
|
|
1944
|
Wealth Architects
Mountain View,
California
|
$675K
|
-$187K
|
-457
|
-23%
|
|
|
1945
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$675K
|
–
|
–
|
–
|
|
|
1946
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$672K
|
+$93.8K
|
+229
|
+17%
|
|
|
1947
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$671K
|
+$628K
|
+1,535
|
New
|
|
|
1948
|
3EDGE Asset Management
Naples,
Florida
|
$670K
|
+$628K
|
+1,535
|
New
|
|
|
1949
|
First Wilshire Securities Management
Pasadena,
California
|
$670K
|
–
|
–
|
–
|
|
|
1950
|
Advance Capital Management
Southfield,
Michigan
|
$668K
|
+$79.8K
|
+195
|
+15%
|
|
