|
1926
|
Allied Private Wealth
Boca Raton,
Florida
|
$55.4K
|
+$54K
|
+82
|
New
|
|
|
1927
|
Olistico Wealth
Tulsa,
Oklahoma
|
$54.7K
|
+$659
|
+1
|
+1%
|
|
|
1928
|
Salomon & Ludwin
Richmond,
Virginia
|
$54.6K
|
-$3.95K
|
-6
|
-7%
|
|
|
1929
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$52.4K
|
+$11.9K
|
+18
|
+33%
|
|
|
1930
|
Estabrook Capital Management
New York
|
$52.1K
|
+$27.7K
|
+42
|
+135%
|
|
|
1931
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$51.4K
|
-$626K
|
-950
|
-93%
|
|
|
1932
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$51.4K
|
+$7.91K
|
+12
|
+20%
|
|
|
1933
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$48.3K
|
+$44.8K
|
+68
|
New
|
|
|
1934
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$47.7K
|
–
|
–
|
–
|
|
|
1935
|
Gould Capital
Tacoma,
Washington
|
$46.4K
|
–
|
–
|
–
|
|
|
1936
|
Oakmont Corp
Los Angeles,
California
|
$46.4K
|
–
|
–
|
–
|
|
|
1937
|
Dunhill Financial
London,
United Kingdom
|
$46.4K
|
+$3.29K
|
+5
|
+8%
|
|
|
1938
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$46K
|
-$1.32K
|
-2
|
-3%
|
|
|
1939
|
TFC Financial Management
Boston,
Massachusetts
|
$44.9K
|
+$34.9K
|
+53
|
+530%
|
|
|
1940
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$44.9K
|
+$16.5K
|
+25
|
+66%
|
|
|
1941
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$44.2K
|
–
|
–
|
–
|
|
|
1942
|
Robinswood Financial
Kirkland,
Washington
|
$44K
|
–
|
–
|
–
|
|
|
1943
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$43.5K
|
–
|
–
|
–
|
|
|
1944
|
Sittner & Nelson
Eugene,
Oregon
|
$43.5K
|
+$3.29K
|
+5
|
+9%
|
|
|
1945
|
Centennial Bank
Conway,
Arkansas
|
$42.8K
|
–
|
–
|
–
|
|
|
1946
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$42.1K
|
–
|
–
|
–
|
|
|
1947
|
Joseph Group Capital Management
Columbus,
Ohio
|
$41.4K
|
+$3.29K
|
+5
|
+9%
|
|
|
1948
|
Arlington Trust
Birmingham,
Alabama
|
$40.7K
|
–
|
–
|
–
|
|
|
1949
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$40.3K
|
–
|
–
|
–
|
|
|
1950
|
Ares Financial Consulting
Calabasas,
California
|
$39.9K
|
–
|
–
|
–
|
|
