|
1926
|
Hall Capital Management
Barrington,
Rhode Island
|
$422K
|
–
|
–
|
–
|
|
|
1927
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$421K
|
+$442K
|
+5,856
|
New
|
|
|
1928
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$421K
|
–
|
–
|
–
|
|
|
1929
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$421K
|
-$6.03K
|
-80
|
-1%
|
|
|
1930
|
Journey Strategic Wealth
Summit,
New Jersey
|
$420K
|
+$2.26K
|
+30
|
+0.5%
|
|
|
1931
|
AFS Financial Group
Bethesda,
Maryland
|
$418K
|
+$439K
|
+5,816
|
New
|
|
|
1932
|
RMR Wealth Builders
Montclair,
New Jersey
|
$418K
|
+$754
|
+10
|
+0.2%
|
|
|
1933
|
SRB Corp
Boston,
Massachusetts
|
$418K
|
–
|
–
|
–
|
|
|
1934
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$418K
|
-$9.05K
|
-120
|
-2%
|
|
|
1935
|
E&G Advisors
Houston,
Texas
|
$417K
|
+$15.1K
|
+200
|
+4%
|
|
|
1936
|
IMA Advisory Services
Denver,
Colorado
|
$416K
|
–
|
–
|
–
|
|
|
1937
|
Tradition Wealth Management
Edina,
Minnesota
|
$416K
|
+$2.04K
|
+27
|
+0.5%
|
|
|
1938
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$416K
|
–
|
–
|
–
|
|
|
1939
|
Fort LP
Chevy Chase,
Maryland
|
$415K
|
-$163K
|
-2,160
|
-27%
|
|
|
1940
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$414K
|
+$122K
|
+1,622
|
+39%
|
|
|
1941
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$414K
|
+$3.09K
|
+41
|
+0.7%
|
|
|
1942
|
First National Advisers
Omaha,
Nebraska
|
$414K
|
+$192K
|
+2,549
|
+80%
|
|
|
1943
|
Overbrook Management Corp
New York
|
$413K
|
–
|
–
|
–
|
|
|
1944
|
Round Rock Advisors
Wilton,
Connecticut
|
$411K
|
+$73.1K
|
+969
|
+20%
|
|
|
1945
|
GHP Investment Advisors
Denver,
Colorado
|
$410K
|
+$6.49K
|
+86
|
+2%
|
|
|
1946
|
Magnus Financial Group
New York
|
$410K
|
+$53.5K
|
+709
|
+14%
|
|
|
1947
|
Wallace Advisory Group
Lafayette,
California
|
$410K
|
+$429K
|
+5,694
|
New
|
|
|
1948
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$409K
|
+$603
|
+8
|
+0.1%
|
|
|
1949
|
Forte Capital
Rochester,
New York
|
$408K
|
+$59.6K
|
+790
|
+16%
|
|
|
1950
|
ICA Group Wealth Management
Denver,
Colorado
|
$406K
|
-$170K
|
-2,258
|
-29%
|
|
