|
1926
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$236K
|
–
|
–
|
–
|
|
|
1927
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$236K
|
+$141K
|
+420
|
+171%
|
|
|
1928
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$236K
|
+$224K
|
+666
|
New
|
|
|
1929
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$235K
|
+$10.4K
|
+31
|
+5%
|
|
|
1930
|
Founders Financial Securities
Towson,
Maryland
|
$235K
|
+$222K
|
+661
|
New
|
|
|
1931
|
Group One Trading
Chicago,
Illinois
|
$235K
|
+$222K
|
+662
|
New
|
|
|
1932
|
Signet Financial Management
Parsippany,
New Jersey
|
$234K
|
-$24.9K
|
-74
|
-11%
|
|
|
1933
|
CVA Family Office
Denver,
Colorado
|
$234K
|
+$42K
|
+125
|
+23%
|
|
|
1934
|
Lantz Financial
Naperville,
Illinois
|
$234K
|
+$222K
|
+660
|
New
|
|
|
1935
|
Legacy Financial Advisors
Covington,
Kentucky
|
$234K
|
+$222K
|
+660
|
New
|
|
|
1936
|
Lee Financial
Dallas,
Texas
|
$233K
|
+$33.6K
|
+100
|
+18%
|
|
|
1937
|
Van Strum & Towne
San Francisco,
California
|
$231K
|
+$218K
|
+650
|
New
|
|
|
1938
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$230K
|
+$218K
|
+648
|
New
|
|
|
1939
|
Wolverine Asset Management
Chicago,
Illinois
|
$229K
|
+$91.1K
|
+271
|
+72%
|
|
|
1940
|
Segment Wealth Management
Houston,
Texas
|
$229K
|
+$217K
|
+645
|
New
|
|
|
1941
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$227K
|
-$19.8K
|
-59
|
-8%
|
|
|
1942
|
|
$226K
|
+$30.2K
|
+90
|
+16%
|
|
|
1943
|
Cedar Capital
Barrington,
Illinois
|
$226K
|
+$214K
|
+638
|
New
|
|
|
1944
|
Affinity Wealth Management
Wilmington,
Delaware
|
$225K
|
-$27.6K
|
-82
|
-12%
|
|
|
1945
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$225K
|
+$211K
|
+629
|
New
|
|
|
1946
|
Exeter Financial
Scottsdale,
Arizona
|
$225K
|
+$213K
|
+634
|
New
|
|
|
1947
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$224K
|
+$212K
|
+632
|
New
|
|
|
1948
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$223K
|
-$182K
|
-542
|
-46%
|
|
|
1949
|
Pendal Group
Sydney,
Australia
|
$223K
|
+$211K
|
+627
|
New
|
|
|
1950
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$222K
|
+$210K
|
+626
|
New
|
|
