|
1926
|
Cortland Associates
St Louis,
Missouri
|
$384K
|
–
|
–
|
–
|
|
|
1927
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$383K
|
–
|
–
|
–
|
|
|
1928
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$381K
|
-$8.69K
|
-15
|
-2%
|
|
|
1929
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$381K
|
+$48.7K
|
+84
|
+16%
|
|
|
1930
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$381K
|
–
|
–
|
–
|
|
|
1931
|
F/M Investments
Washington,
District of Columbia
|
$381K
|
–
|
–
|
–
|
|
|
1932
|
United Bank (Virginia)
Vienna,
Virginia
|
$380K
|
–
|
–
|
–
|
|
|
1933
|
XML Financial
Bethesda,
Maryland
|
$379K
|
-$38.8K
|
-67
|
-10%
|
|
|
1934
|
Invested Advisors
State College,
Pennsylvania
|
$379K
|
–
|
–
|
–
|
|
|
1935
|
Davidson Investment Advisors
Great Falls,
Montana
|
$378K
|
+$17.4K
|
+30
|
+5%
|
|
|
1936
|
HCR Wealth Advisors
Los Angeles,
California
|
$376K
|
+$89.2K
|
+154
|
+35%
|
|
|
1937
|
Capital Wealth Planning
Naples,
Florida
|
$375K
|
+$8.69K
|
+15
|
+3%
|
|
|
1938
|
Sendero Wealth Management
San Antonio,
Texas
|
$374K
|
-$2.43M
|
-4,193
|
-88%
|
|
|
1939
|
|
$374K
|
-$579
|
-1
|
-0.2%
|
|
|
1940
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$374K
|
-$335K
|
-579
|
Closed
|
|
|
1941
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$374K
|
+$579
|
+1
|
+0.2%
|
|
|
1942
|
Forefront Wealth Partners
Austin,
Texas
|
$372K
|
+$1.16K
|
+2
|
+0.3%
|
|
|
1943
|
Morton Capital Management
Calabasas,
California
|
$372K
|
+$1.74K
|
+3
|
+0.5%
|
|
|
1944
|
XXI Wealth LLC
Chicago,
Illinois
|
$372K
|
+$579
|
+1
|
+0.2%
|
|
|
1945
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$371K
|
-$27.2K
|
-47
|
-7%
|
|
|
1946
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$371K
|
+$19.1K
|
+33
|
+6%
|
|
|
1947
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$369K
|
+$9.85K
|
+17
|
+3%
|
|
|
1948
|
Fermata Advisors
Sonoma,
California
|
$369K
|
+$13.9K
|
+24
|
+4%
|
|
|
1949
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$369K
|
–
|
–
|
–
|
|
|
1950
|
Clifford Group
Wayland,
Massachusetts
|
$369K
|
+$9.27K
|
+16
|
+3%
|
|
