|
1926
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$91.4K
|
-$110K
|
-2,055
|
-58%
|
|
|
1927
|
Gleason Group
Prospect,
Kentucky
|
$91.4K
|
+$483
|
+9
|
+0.6%
|
|
|
1928
|
PlanVest Financial
Gaithersburg,
Maryland
|
$90.4K
|
+$79.1K
|
+1,475
|
New
|
|
|
1929
|
Brentview Investment Management
Northfield,
Illinois
|
$85.8K
|
–
|
–
|
–
|
|
|
1930
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$85.8K
|
–
|
–
|
–
|
|
|
1931
|
|
$85.6K
|
+$53.6K
|
+1,000
|
+251%
|
|
|
1932
|
Olistico Wealth
Tulsa,
Oklahoma
|
$85.2K
|
+$5.36K
|
+100
|
+8%
|
|
|
1933
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$84.3K
|
-$1.62M
|
-30,293
|
-96%
|
|
|
1934
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$84K
|
+$73.5K
|
+1,371
|
New
|
|
|
1935
|
Nemes Rush Group
Novi,
Michigan
|
$82.8K
|
+$107
|
+2
|
+0.1%
|
|
|
1936
|
Glassman Wealth Services
Vienna,
Virginia
|
$82.1K
|
–
|
–
|
–
|
|
|
1937
|
Delos Wealth Advisors
Dallas,
Texas
|
$81K
|
–
|
–
|
–
|
|
|
1938
|
Valley Wealth Managers
Paramus,
New Jersey
|
$80.7K
|
-$7.88M
|
-146,859
|
-99%
|
|
|
1939
|
Seneschal Advisors
Tacoma,
Washington
|
$80.4K
|
-$8.64K
|
-161
|
-11%
|
|
|
1940
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$80K
|
+$70.1K
|
+1,306
|
New
|
|
|
1941
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$79K
|
–
|
–
|
–
|
|
|
1942
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$78.9K
|
–
|
–
|
–
|
|
|
1943
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$78.3K
|
+$54
|
+1
|
+0.1%
|
|
|
1944
|
Dorato Capital Management
Denver,
Colorado
|
$78.3K
|
–
|
–
|
–
|
|
|
1945
|
Millstone Evans Group
Boulder,
Colorado
|
$77.4K
|
–
|
–
|
–
|
|
|
1946
|
Physician Wealth Advisors
Midvale,
Utah
|
$77K
|
-$4.77K
|
-89
|
-7%
|
|
|
1947
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$75.2K
|
+$35.8K
|
+668
|
New
|
|
|
1948
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$74.8K
|
+$65.4K
|
+1,220
|
New
|
|
|
1949
|
Morse Asset Management
Darien,
Connecticut
|
$73.9K
|
-$2.47K
|
-46
|
-4%
|
|
|
1950
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$72.7K
|
+$15.3K
|
+285
|
+32%
|
|
