|
1926
|
Empirical Finance
Havertown,
Pennsylvania
|
$795K
|
+$9.15K
|
+20
|
+1%
|
|
|
1927
|
Bridges Investment Management
Omaha,
Nebraska
|
$793K
|
–
|
–
|
–
|
|
|
1928
|
XML Financial
Bethesda,
Maryland
|
$790K
|
+$118K
|
+257
|
+19%
|
|
|
1929
|
Pineridge Advisors
St. Charles,
Missouri
|
$787K
|
-$254K
|
-555
|
-25%
|
|
|
1930
|
Washburn Capital Management
Vero Beach,
Florida
|
$786K
|
+$26.5K
|
+58
|
+4%
|
|
|
1931
|
Griffin Asset Management
New York
|
$786K
|
+$915
|
+2
|
+0.1%
|
|
|
1932
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$783K
|
-$12.8K
|
-28
|
-2%
|
|
|
1933
|
IPG Investment Advisors
San Diego,
California
|
$781K
|
+$99.8K
|
+218
|
+15%
|
|
|
1934
|
Valley Wealth Managers
Paramus,
New Jersey
|
$777K
|
-$33.4K
|
-73
|
-4%
|
|
|
1935
|
SCS Capital Management
Boston,
Massachusetts
|
$775K
|
–
|
–
|
–
|
|
|
1936
|
Five Oceans Advisors
Santa Monica,
California
|
$773K
|
-$98.9K
|
-216
|
-12%
|
|
|
1937
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$773K
|
-$66.8K
|
-146
|
-8%
|
|
|
1938
|
J.W. Burns & Co
Dewitt,
New York
|
$772K
|
+$35.7K
|
+78
|
+5%
|
|
|
1939
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$770K
|
-$45.3K
|
-99
|
-6%
|
|
|
1940
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$769K
|
-$7.32K
|
-16
|
-1%
|
|
|
1941
|
WealthPLAN Partners
Omaha,
Nebraska
|
$768K
|
–
|
–
|
–
|
|
|
1942
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$768K
|
+$54K
|
+118
|
+8%
|
|
|
1943
|
Shira Ridge Wealth Management
Larkspur,
California
|
$764K
|
+$60.9K
|
+133
|
+9%
|
|
|
1944
|
Unique Wealth
Clearwater,
Florida
|
$764K
|
-$153K
|
-335
|
-17%
|
|
|
1945
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$763K
|
-$81.5K
|
-178
|
-10%
|
|
|
1946
|
Oakwell Private Wealth Management
Austin,
Texas
|
$761K
|
+$14.6K
|
+32
|
+2%
|
|
|
1947
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$760K
|
+$34.8K
|
+76
|
+5%
|
|
|
1948
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$760K
|
+$723K
|
+1,580
|
New
|
|
|
1949
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$757K
|
–
|
–
|
–
|
|
|
1950
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$757K
|
+$293K
|
+640
|
+64%
|
|
