|
1926
|
BIP Wealth
Atlanta,
Georgia
|
$891K
|
+$66.7K
|
+255
|
+9%
|
|
|
1927
|
James Investment Research
Alpha,
Ohio
|
$890K
|
+$631K
|
+2,412
|
+324%
|
|
|
1928
|
DLK Investment Management
Solana Beach,
California
|
$889K
|
+$67K
|
+256
|
+9%
|
|
|
1929
|
Burling Wealth Partners
Chicago,
Illinois
|
$889K
|
-$42.1K
|
-161
|
-5%
|
|
|
1930
|
First United Bank & Trust
Oakland,
Maryland
|
$889K
|
–
|
–
|
–
|
|
|
1931
|
MV Capital Management
Bethesda,
Maryland
|
$888K
|
+$1.83K
|
+7
|
+0.2%
|
|
|
1932
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$887K
|
+$380K
|
+1,450
|
+86%
|
|
|
1933
|
WNY Asset Management
Williamsville,
New York
|
$885K
|
+$277K
|
+1,057
|
+51%
|
|
|
1934
|
Key Financial Inc
West Chester,
Pennsylvania
|
$885K
|
+$315K
|
+1,205
|
+64%
|
|
|
1935
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$883K
|
-$217K
|
-828
|
-21%
|
|
|
1936
|
BluePath Capital Management
Atlanta,
Georgia
|
$883K
|
+$221K
|
+843
|
+37%
|
|
|
1937
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$882K
|
+$4.97K
|
+19
|
+0.6%
|
|
|
1938
|
Valpey Financial Services
Concord,
New Hampshire
|
$881K
|
–
|
–
|
–
|
|
|
1939
|
Rational Advisors
Huntington,
New York
|
$880K
|
+$196K
|
+749
|
+32%
|
|
|
1940
|
Seven Mile Advisory
Ewing,
New Jersey
|
$877K
|
+$347K
|
+1,325
|
+74%
|
|
|
1941
|
Kennedy Investment Group
West Depford,
New Jersey
|
$875K
|
+$262
|
+1
|
+0%
|
|
|
1942
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$874K
|
-$13.9K
|
-53
|
-2%
|
|
|
1943
|
ESL Trust Services
Rochester,
New York
|
$874K
|
+$29.1K
|
+111
|
+4%
|
|
|
1944
|
Nemes Rush Group
Novi,
Michigan
|
$873K
|
+$1.05K
|
+4
|
+0.1%
|
|
|
1945
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$869K
|
+$44.5K
|
+170
|
+6%
|
|
|
1946
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$868K
|
+$123K
|
+469
|
+18%
|
|
|
1947
|
J.W. Burns & Co
Dewitt,
New York
|
$867K
|
+$20.2K
|
+77
|
+3%
|
|
|
1948
|
|
$867K
|
–
|
–
|
–
|
|
|
1949
|
One Capital Management
Westlake Village,
California
|
$866K
|
+$7.59K
|
+29
|
+1%
|
|
|
1950
|
DMC Group
Birmingham,
Alabama
|
$865K
|
-$142K
|
-541
|
-15%
|
|
