|
1926
|
Optimum Investment Advisors
Chicago,
Illinois
|
$323K
|
–
|
–
|
–
|
|
|
1927
|
Morningstar Investment Services
Chicago,
Illinois
|
$323K
|
-$128K
|
-678
|
-29%
|
|
|
1928
|
LVW Advisors
Pittsford,
New York
|
$323K
|
+$16.9K
|
+90
|
+6%
|
|
|
1929
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$322K
|
–
|
–
|
–
|
|
|
1930
|
GFG Capital
Miami,
Florida
|
$321K
|
-$3.58K
|
-19
|
-1%
|
|
|
1931
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$321K
|
+$89.8K
|
+477
|
+40%
|
|
|
1932
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$320K
|
+$42.4K
|
+225
|
+16%
|
|
|
1933
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$319K
|
+$165K
|
+874
|
+112%
|
|
|
1934
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$319K
|
–
|
–
|
–
|
|
|
1935
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$319K
|
+$49.9K
|
+265
|
+19%
|
|
|
1936
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$318K
|
-$168K
|
-891
|
-35%
|
|
|
1937
|
Royal Fund Management
Lady Lake,
Florida
|
$318K
|
+$41.6K
|
+221
|
+16%
|
|
|
1938
|
Allen Capital Group
Grand Island,
Nebraska
|
$316K
|
+$34.1K
|
+181
|
+12%
|
|
|
1939
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$316K
|
+$377
|
+2
|
+0.1%
|
|
|
1940
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$316K
|
-$590K
|
-3,135
|
-66%
|
|
|
1941
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$316K
|
-$377
|
-2
|
-0.1%
|
|
|
1942
|
Stone Summit Wealth
Miami,
Florida
|
$315K
|
+$6.97K
|
+37
|
+2%
|
|
|
1943
|
BNP Paribas Asset Management
Paris,
France
|
$315K
|
-$8.21M
|
-43,625
|
-96%
|
|
|
1944
|
United Community Bank
Greenville,
South Carolina
|
$314K
|
+$186K
|
+987
|
+155%
|
|
|
1945
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$314K
|
-$9.98K
|
-53
|
-3%
|
|
|
1946
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$314K
|
+$1.32K
|
+7
|
+0.4%
|
|
|
1947
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$314K
|
+$47.3K
|
+251
|
+18%
|
|
|
1948
|
Channel Wealth
Santa Barbara,
California
|
$314K
|
+$3.39K
|
+18
|
+1%
|
|
|
1949
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$312K
|
+$31.3K
|
+166
|
+11%
|
|
|
1950
|
Biltmore Family Office
Charlotte,
North Carolina
|
$311K
|
+$16.2K
|
+86
|
+6%
|
|
