|
1926
|
First Community Trust
Dubuque,
Iowa
|
$61.6K
|
–
|
–
|
–
|
|
|
1927
|
SOA Wealth Advisors
New York
|
$60.1K
|
+$397
|
+10
|
+0.7%
|
|
|
1928
|
Truvestments Capital
Sarasota,
Florida
|
$57.8K
|
+$1.19K
|
+30
|
+2%
|
|
|
1929
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$56.7K
|
–
|
–
|
–
|
|
|
1930
|
Winch Advisory Services
Appleton,
Wisconsin
|
$55.5K
|
-$5.55K
|
-140
|
-9%
|
|
|
1931
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$55K
|
–
|
–
|
–
|
|
|
1932
|
Castleview Partners
Dallas,
Texas
|
$54.8K
|
+$25.5K
|
+642
|
+93%
|
|
|
1933
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$54.1K
|
–
|
–
|
–
|
|
|
1934
|
Advantage Trust Company
Salina,
Kansas
|
$50.2K
|
+$48.4K
|
+1,221
|
New
|
|
|
1935
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$50K
|
–
|
–
|
–
|
|
|
1936
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$49.4K
|
+$8.05K
|
+203
|
+20%
|
|
|
1937
|
Bogart Wealth LLC
Mclean,
Virginia
|
$49K
|
+$1.19K
|
+30
|
+3%
|
|
|
1938
|
Versant Capital Management
Phoenix,
Arizona
|
$48.5K
|
+$159
|
+4
|
+0.3%
|
|
|
1939
|
Highlander Capital Management
Short Hills,
New Jersey
|
$46.9K
|
+$45.2K
|
+1,140
|
New
|
|
|
1940
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$46.6K
|
–
|
–
|
–
|
|
|
1941
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$45.8K
|
–
|
–
|
–
|
|
|
1942
|
Mondrian Investment Partners
London,
United Kingdom
|
$45.3K
|
+$43.7K
|
+1,102
|
New
|
|
|
1943
|
Financial Management Professionals
Austin,
Texas
|
$45K
|
+$39.2K
|
+988
|
+852%
|
|
|
1944
|
RFP Financial Group
Atlanta,
Georgia
|
$44.2K
|
–
|
–
|
–
|
|
|
1945
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$43K
|
-$79
|
-2
|
-0.2%
|
|
|
1946
|
Addison Advisors
Middlebury,
Vermont
|
$42.5K
|
–
|
–
|
–
|
|
|
1947
|
Clear Point Advisors
Melville,
New York
|
$41.5K
|
+$40.1K
|
+1,010
|
New
|
|
|
1948
|
Pacific Capital Wealth Advisors
Corona,
California
|
$39.7K
|
+$38.3K
|
+965
|
New
|
|
|
1949
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$39K
|
–
|
–
|
–
|
|
|
1950
|
|
$37K
|
–
|
–
|
–
|
|
