|
1926
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$225K
|
+$233
|
+2
|
+0.1%
|
|
|
1927
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$225K
|
-$302K
|
-2,594
|
-57%
|
|
|
1928
|
Wealth Effects
Boston,
Massachusetts
|
$225K
|
-$41.6K
|
-358
|
-16%
|
|
|
1929
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$224K
|
–
|
–
|
–
|
|
|
1930
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$224K
|
+$224K
|
+1,924
|
New
|
|
|
1931
|
West Wealth Group
Irvine,
California
|
$223K
|
+$224K
|
+1,922
|
New
|
|
|
1932
|
Invera Wealth Advisors
Bend,
Oregon
|
$223K
|
+$698
|
+6
|
+0.3%
|
|
|
1933
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$223K
|
-$232K
|
-1,998
|
-51%
|
|
|
1934
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$223K
|
–
|
–
|
–
|
|
|
1935
|
Chapin Davis
Baltimore,
Maryland
|
$223K
|
–
|
–
|
–
|
|
|
1936
|
Pin Oak Investment Advisors
Houston,
Texas
|
$223K
|
–
|
–
|
–
|
|
|
1937
|
Private Management Group
Irvine,
California
|
$223K
|
-$32.1K
|
-276
|
-13%
|
|
|
1938
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$223K
|
-$11.6K
|
-100
|
-5%
|
|
|
1939
|
Pinnacle Wealth Management
Roseville,
California
|
$223K
|
–
|
–
|
–
|
|
|
1940
|
DF Dent & Co
Baltimore,
Maryland
|
$222K
|
–
|
–
|
–
|
|
|
1941
|
FCG Investment Company
Germantown,
Tennessee
|
$222K
|
+$15.1K
|
+130
|
+7%
|
|
|
1942
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$222K
|
–
|
–
|
–
|
|
|
1943
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$222K
|
+$222K
|
+1,910
|
New
|
|
|
1944
|
Clean Yield Group
Norwich,
Vermont
|
$221K
|
–
|
–
|
–
|
|
|
1945
|
Q3 Asset Management
Birmingham,
Michigan
|
$221K
|
-$172K
|
-1,480
|
-44%
|
|
|
1946
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$221K
|
-$58.2K
|
-500
|
-21%
|
|
|
1947
|
CAP Partners LLC
Franklin,
Tennessee
|
$221K
|
–
|
–
|
–
|
|
|
1948
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$221K
|
–
|
–
|
–
|
|
|
1949
|
Peninsula Wealth
San Francisco,
California
|
$221K
|
+$221K
|
+1,900
|
New
|
|
|
1950
|
National Wealth Management Group
Cincinnati,
Ohio
|
$221K
|
-$239K
|
-2,050
|
-52%
|
|
