|
1926
|
WealthShield Partners
Cary,
North Carolina
|
$629K
|
+$3.14K
|
+10
|
+0.5%
|
|
|
1927
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$629K
|
–
|
–
|
–
|
|
|
1928
|
Montgomery Investment Management
Rockville,
Maryland
|
$628K
|
–
|
–
|
–
|
|
|
1929
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$627K
|
+$629
|
+2
|
+0.1%
|
|
|
1930
|
Vision Retirement
Ridgewood,
New Jersey
|
$626K
|
+$267K
|
+851
|
+63%
|
|
|
1931
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$625K
|
+$629
|
+2
|
+0.1%
|
|
|
1932
|
Verus Financial Partners
Richmond,
Virginia
|
$625K
|
–
|
–
|
–
|
|
|
1933
|
Alessandra Capital Management
Torrance,
California
|
$623K
|
+$64.4K
|
+205
|
+10%
|
|
|
1934
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$622K
|
+$116K
|
+370
|
+20%
|
|
|
1935
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$622K
|
-$68.5K
|
-218
|
-9%
|
|
|
1936
|
Synergy Asset Management
Vancouver,
Washington
|
$621K
|
-$57.8K
|
-184
|
-8%
|
|
|
1937
|
Gentry Private Wealth
Wichita,
Kansas
|
$621K
|
+$232K
|
+738
|
+51%
|
|
|
1938
|
Entelevest
Coral Gables,
Florida
|
$619K
|
+$29.2K
|
+93
|
+4%
|
|
|
1939
|
Courage Miller Partners
Norfolk,
Virginia
|
$618K
|
+$684K
|
+2,176
|
New
|
|
|
1940
|
Kintegral Advisory
New York
|
$616K
|
-$30.2K
|
-96
|
-4%
|
|
|
1941
|
|
$613K
|
–
|
–
|
–
|
|
|
1942
|
Kentucky Trust Company
Danville,
Kentucky
|
$613K
|
–
|
–
|
–
|
|
|
1943
|
Hartford Financial Management
Hartford,
Connecticut
|
$612K
|
–
|
–
|
–
|
|
|
1944
|
Armbruster Capital Management
Pittsford,
New York
|
$611K
|
–
|
–
|
–
|
|
|
1945
|
Atlas Wealth
Cincinnati,
Ohio
|
$611K
|
-$41.8K
|
-133
|
-6%
|
|
|
1946
|
Verity Asset Management
Durham,
North Carolina
|
$610K
|
+$11K
|
+35
|
+2%
|
|
|
1947
|
Sage Rhino Capital
Menlo Park,
California
|
$610K
|
+$3.14K
|
+10
|
+0.5%
|
|
|
1948
|
Wall Street Financial Group
Carlinville,
Illinois
|
$609K
|
+$338K
|
+1,076
|
+100%
|
|
|
1949
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$608K
|
+$4.09K
|
+13
|
+0.6%
|
|
|
1950
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$606K
|
–
|
–
|
–
|
|
