|
1926
|
Riverview Trust Company
Vancouver,
Washington
|
$96.5K
|
–
|
–
|
–
|
|
|
1927
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$96.1K
|
+$97.5K
|
+437
|
New
|
|
|
1928
|
Asahi Life Asset Management
Tokyo,
Japan
|
$93K
|
-$293K
|
-1,314
|
-76%
|
|
|
1929
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$93K
|
–
|
–
|
–
|
|
|
1930
|
Vestor Capital
Chicago,
Illinois
|
$93K
|
-$96.3K
|
-432
|
-50%
|
|
|
1931
|
Barrett & Company
Providence,
Rhode Island
|
$92.9K
|
–
|
–
|
–
|
|
|
1932
|
SOA Wealth Advisors
New York
|
$91.3K
|
–
|
–
|
–
|
|
|
1933
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$91.3K
|
+$27.2K
|
+122
|
+42%
|
|
|
1934
|
Disciplina Capital Management
Nashville,
Tennessee
|
$90.8K
|
–
|
–
|
–
|
|
|
1935
|
Financial Management Professionals
Austin,
Texas
|
$90K
|
-$2.23K
|
-10
|
-2%
|
|
|
1936
|
Meag Munich Ergo
Munich,
Germany
|
$87.6K
|
-$13.4M
|
-59,859
|
-99%
|
|
|
1937
|
Key Financial Inc
West Chester,
Pennsylvania
|
$86.3K
|
-$12.5K
|
-56
|
-12%
|
|
|
1938
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$86.3K
|
–
|
–
|
–
|
|
|
1939
|
Bell Investment Advisors
Oakland,
California
|
$86.3K
|
+$16.3K
|
+73
|
+23%
|
|
|
1940
|
Sutton Wealth Advisors
Tampa,
Florida
|
$86.1K
|
+$8.92K
|
+40
|
+11%
|
|
|
1941
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$82.9K
|
+$223
|
+1
|
+0.3%
|
|
|
1942
|
Elevation Wealth Partners
Santa Rosa,
California
|
$79.1K
|
–
|
–
|
–
|
|
|
1943
|
Salomon & Ludwin
Richmond,
Virginia
|
$75.9K
|
+$76.9K
|
+345
|
New
|
|
|
1944
|
Oakworth Capital
Birmingham,
Alabama
|
$73.4K
|
-$21.9K
|
-98
|
-23%
|
|
|
1945
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$73K
|
+$12.3K
|
+55
|
+20%
|
|
|
1946
|
EARNEST Partners
Atlanta,
Georgia
|
$72.9K
|
–
|
–
|
–
|
|
|
1947
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$72.2K
|
-$1.56K
|
-7
|
-2%
|
|
|
1948
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$72.2K
|
–
|
–
|
–
|
|
|
1949
|
Larson Financial Group
St Louis,
Missouri
|
$71.5K
|
-$8.25K
|
-37
|
-10%
|
|
|
1950
|
Covestor
London,
United Kingdom
|
$71K
|
-$26.1K
|
-117
|
-27%
|
|
