|
1926
|
Samalin Investment Counsel
Chappaqua,
New York
|
$523K
|
+$13.5K
|
+127
|
+3%
|
|
|
1927
|
Diversified
Wilmington,
Delaware
|
$523K
|
-$426
|
-4
|
-0.1%
|
|
|
1928
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$522K
|
–
|
–
|
–
|
|
|
1929
|
Golden State Equity Partners
South Coast Metro,
California
|
$522K
|
+$68.4K
|
+642
|
+15%
|
|
|
1930
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$520K
|
+$13.3K
|
+125
|
+3%
|
|
|
1931
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$519K
|
+$508K
|
+4,762
|
New
|
|
|
1932
|
DRW Securities
Chicago,
Illinois
|
$518K
|
-$393K
|
-3,684
|
-44%
|
|
|
1933
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$515K
|
-$85.4K
|
-801
|
-15%
|
|
|
1934
|
Alera Investment Advisors
Deerfield,
Illinois
|
$514K
|
-$5.76K
|
-54
|
-1%
|
|
|
1935
|
West Family Investments
Carlsbad,
California
|
$514K
|
+$502K
|
+4,714
|
New
|
|
|
1936
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$514K
|
+$502K
|
+4,710
|
New
|
|
|
1937
|
Clarus Group
Houston,
Texas
|
$513K
|
+$25.9K
|
+243
|
+5%
|
|
|
1938
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$513K
|
-$50K
|
-469
|
-9%
|
|
|
1939
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$512K
|
–
|
–
|
–
|
|
|
1940
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$511K
|
-$4.69K
|
-44
|
-0.9%
|
|
|
1941
|
|
$511K
|
-$68.5K
|
-643
|
-12%
|
|
|
1942
|
Lion Street Advisors
Austin,
Texas
|
$510K
|
+$116K
|
+1,091
|
+38%
|
|
|
1943
|
Regatta Capital Group
El Segundo,
California
|
$509K
|
-$6.18K
|
-58
|
-1%
|
|
|
1944
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$507K
|
+$320
|
+3
|
+0.1%
|
|
|
1945
|
Valley Wealth Managers
Paramus,
New Jersey
|
$507K
|
+$533
|
+5
|
+0.1%
|
|
|
1946
|
Camden National Bank
Camden,
Maine
|
$506K
|
+$10.2K
|
+96
|
+2%
|
|
|
1947
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$505K
|
+$494K
|
+4,631
|
New
|
|
|
1948
|
Greylin Investment Management
Orange,
Virginia
|
$504K
|
–
|
–
|
–
|
|
|
1949
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$503K
|
-$8.95K
|
-84
|
-2%
|
|
|
1950
|
Circle Wealth Management
Summit,
New Jersey
|
$503K
|
-$1.71K
|
-16
|
-0.3%
|
|
