|
1926
|
Martel Wealth Advisors
Vancouver,
Washington
|
$628K
|
-$8.18K
|
-37
|
-1%
|
|
|
1927
|
Legacy Trust
Grand Rapids,
Michigan
|
$627K
|
–
|
–
|
–
|
|
|
1928
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$627K
|
-$221
|
-1
|
-0%
|
|
|
1929
|
Highlander Capital Management
Short Hills,
New Jersey
|
$626K
|
–
|
–
|
–
|
|
|
1930
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$625K
|
–
|
–
|
–
|
|
|
1931
|
Soundmark Wealth Management
Kirkland,
Washington
|
$623K
|
-$236K
|
-1,066
|
-29%
|
|
|
1932
|
Charter Research & Investment Group
Southport,
Connecticut
|
$622K
|
–
|
–
|
–
|
|
|
1933
|
Praetorian Wealth Management
Carmel,
California
|
$622K
|
+$580K
|
+2,623
|
New
|
|
|
1934
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$622K
|
+$579K
|
+2,620
|
New
|
|
|
1935
|
Fiduciary Family Office
Boca Raton,
Florida
|
$621K
|
+$578K
|
+2,616
|
New
|
|
|
1936
|
DF Dent & Co
Baltimore,
Maryland
|
$620K
|
–
|
–
|
–
|
|
|
1937
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$620K
|
+$578K
|
+2,613
|
New
|
|
|
1938
|
Tudor Investment Corp
Stamford,
Connecticut
|
$618K
|
+$576K
|
+2,605
|
New
|
|
|
1939
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$617K
|
+$1.33K
|
+6
|
+0.2%
|
|
|
1940
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$617K
|
–
|
–
|
–
|
|
|
1941
|
Derbend Asset Management
Peachtree City,
Georgia
|
$615K
|
-$9.51K
|
-43
|
-2%
|
|
|
1942
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$614K
|
-$21.9K
|
-99
|
-4%
|
|
|
1943
|
Riverstone Advisors
New Braunfels,
Texas
|
$611K
|
–
|
–
|
–
|
|
|
1944
|
|
$611K
|
-$2.43K
|
-11
|
-0.4%
|
|
|
1945
|
FDx Advisors
Chicago,
Illinois
|
$610K
|
-$1.1K
|
-5
|
-0.2%
|
|
|
1946
|
Jackson Wealth Management
Lake Mary,
Florida
|
$607K
|
–
|
–
|
–
|
|
|
1947
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$606K
|
+$275K
|
+1,243
|
+95%
|
|
|
1948
|
Stewart & Patten Company
Lafayette,
California
|
$606K
|
+$235K
|
+1,065
|
+71%
|
|
|
1949
|
Core Wealth Management
Jupiter,
Florida
|
$606K
|
+$151K
|
+681
|
+36%
|
|
|
1950
|
Curated Wealth Partners
El Segundo,
California
|
$605K
|
-$99.5K
|
-450
|
-15%
|
|
