|
1926
|
Davis Capital Management
Jacksonville,
Florida
|
$64.9K
|
+$61.1K
|
+434
|
New
|
|
|
1927
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$63.1K
|
-$118K
|
-839
|
-67%
|
|
|
1928
|
Pin Oak Investment Advisors
Houston,
Texas
|
$62K
|
-$3.38K
|
-24
|
-5%
|
|
|
1929
|
Barclays
London,
United Kingdom
|
$61.6K
|
–
|
–
|
–
|
|
|
1930
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$61.6K
|
–
|
–
|
–
|
|
|
1931
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$60.8K
|
–
|
–
|
–
|
|
|
1932
|
Custom Portfolio Group
Englewood,
Colorado
|
$59.1K
|
+$216K
|
+1,538
|
New
|
|
|
1933
|
WealthCollab
Bellevue,
Washington
|
$59K
|
+$55.6K
|
+395
|
New
|
|
|
1934
|
Running Point Capital Advisors
El Segundo,
California
|
$57.9K
|
-$9.14K
|
-65
|
-14%
|
|
|
1935
|
Janiczek Wealth Management
Denver,
Colorado
|
$57.6K
|
-$32.5K
|
-231
|
-38%
|
|
|
1936
|
True Wealth Design
Akron,
Ohio
|
$57.3K
|
-$46.6K
|
-331
|
-46%
|
|
|
1937
|
Sittner & Nelson
Eugene,
Oregon
|
$54.3K
|
–
|
–
|
–
|
|
|
1938
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$54.1K
|
–
|
–
|
–
|
|
|
1939
|
Y.D. More Investments
Ramat Gan,
Israel
|
$53.6K
|
+$29.3K
|
+208
|
+138%
|
|
|
1940
|
Security National Bank
Omaha,
Nebraska
|
$52.3K
|
+$49.2K
|
+350
|
New
|
|
|
1941
|
Concord Wealth Partners
Abingdon,
Virginia
|
$51.5K
|
+$17K
|
+121
|
+54%
|
|
|
1942
|
West Paces Advisors
Atlanta,
Georgia
|
$51K
|
–
|
–
|
–
|
|
|
1943
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$50.7K
|
+$47.7K
|
+339
|
New
|
|
|
1944
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$49.6K
|
+$46.7K
|
+332
|
New
|
|
|
1945
|
New Republic Capital
Charlotte,
North Carolina
|
$47.2K
|
-$1.41K
|
-10
|
-3%
|
|
|
1946
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$46.7K
|
+$43.9K
|
+312
|
New
|
|
|
1947
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$46K
|
-$13.8K
|
-98
|
-24%
|
|
|
1948
|
Centennial Bank
Conway,
Arkansas
|
$45.1K
|
–
|
–
|
–
|
|
|
1949
|
BigSur Wealth Management
Miami,
Florida
|
$44.9K
|
–
|
–
|
–
|
|
|
1950
|
Founders Capital Management (Texas)
Houston,
Texas
|
$44.9K
|
–
|
–
|
–
|
|
