|
1926
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$168K
|
+$18K
|
+62
|
+13%
|
|
|
1927
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$164K
|
+$14.2K
|
+49
|
+10%
|
|
|
1928
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$164K
|
+$9.59K
|
+33
|
+7%
|
|
|
1929
|
Tucker Asset Management
Littleton,
Colorado
|
$156K
|
-$6.1K
|
-21
|
-4%
|
|
|
1930
|
Front Row Advisors
Tiburon,
California
|
$155K
|
-$12.8K
|
-44
|
-8%
|
|
|
1931
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$155K
|
–
|
–
|
–
|
|
|
1932
|
Kelly Financial Services
Braintree,
Massachusetts
|
$154K
|
+$25.9K
|
+89
|
+22%
|
|
|
1933
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$153K
|
-$4.07K
|
-14
|
-3%
|
|
|
1934
|
Larson Financial Group
St Louis,
Missouri
|
$151K
|
+$291
|
+1
|
+0.2%
|
|
|
1935
|
Capstone Investment Advisors
New York
|
$150K
|
+$141K
|
+485
|
New
|
|
|
1936
|
TimeScale Financial
Danvers,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
|
1937
|
Column Capital Advisors
Indianapolis,
Indiana
|
$143K
|
-$7.55K
|
-26
|
-5%
|
|
|
1938
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$137K
|
+$6.1K
|
+21
|
+5%
|
|
|
1939
|
Nemes Rush Group
Novi,
Michigan
|
$136K
|
+$128K
|
+441
|
New
|
|
|
1940
|
Pin Oak Investment Advisors
Houston,
Texas
|
$136K
|
–
|
–
|
–
|
|
|
1941
|
J. Safra Asset Management
New York
|
$135K
|
–
|
–
|
–
|
|
|
1942
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$135K
|
+$11K
|
+38
|
+10%
|
|
|
1943
|
PFG Private Wealth Management
Lutz,
Florida
|
$134K
|
+$291
|
+1
|
+0.2%
|
|
|
1944
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$133K
|
+$6.97K
|
+24
|
+6%
|
|
|
1945
|
Sander Capital Advisors
Seattle,
Washington
|
$130K
|
–
|
–
|
–
|
|
|
1946
|
Hoese & Co
Glencoe,
Minnesota
|
$130K
|
–
|
–
|
–
|
|
|
1947
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$129K
|
+$6.97K
|
+24
|
+6%
|
|
|
1948
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$129K
|
-$3.49K
|
-12
|
-3%
|
|
|
1949
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$127K
|
–
|
–
|
–
|
|
|
1950
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$124K
|
-$13.4K
|
-46
|
-10%
|
|
