|
1926
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$338K
|
-$196K
|
-2,105
|
-36%
|
|
|
1927
|
Urban Wealth Management
El Segundo,
California
|
$338K
|
–
|
–
|
–
|
|
|
1928
|
BluePath Capital Management
Atlanta,
Georgia
|
$338K
|
+$2.15K
|
+23
|
+0.6%
|
|
|
1929
|
Fortress Financial Group
Rochester,
Minnesota
|
$338K
|
-$93
|
-1
|
-0%
|
|
|
1930
|
M.E. Allison & Co
San Antonio,
Texas
|
$336K
|
–
|
–
|
–
|
|
|
1931
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$336K
|
–
|
–
|
–
|
|
|
1932
|
Longview Asset Management (California)
San Rafael,
California
|
$335K
|
–
|
–
|
–
|
|
|
1933
|
United Community Bank
Greenville,
South Carolina
|
$335K
|
-$190K
|
-2,034
|
-35%
|
|
|
1934
|
NBC Securities
Birmingham,
Alabama
|
$335K
|
-$32.2K
|
-345
|
-9%
|
|
|
1935
|
Cannon Advisors
Charlotte,
North Carolina
|
$335K
|
+$345K
|
+3,697
|
New
|
|
|
1936
|
Principal Street Partners
Memphis,
Tennessee
|
$334K
|
–
|
–
|
–
|
|
|
1937
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$334K
|
–
|
–
|
–
|
|
|
1938
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$334K
|
+$5.13K
|
+55
|
+2%
|
|
|
1939
|
Financial Council
Towson,
Maryland
|
$333K
|
+$344K
|
+3,683
|
New
|
|
|
1940
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$333K
|
+$253K
|
+2,710
|
+280%
|
|
|
1941
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$333K
|
+$32K
|
+343
|
+10%
|
|
|
1942
|
Brookwood Investment Group
Phoenix,
Arizona
|
$333K
|
-$20.3K
|
-218
|
-6%
|
|
|
1943
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$331K
|
+$13.3K
|
+143
|
+4%
|
|
|
1944
|
Chapman Financial Group
Kailua,
Hawaii
|
$329K
|
–
|
–
|
–
|
|
|
1945
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$328K
|
+$338K
|
+3,623
|
New
|
|
|
1946
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$327K
|
–
|
–
|
–
|
|
|
1947
|
Centennial Bank
Conway,
Arkansas
|
$326K
|
–
|
–
|
–
|
|
|
1948
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$325K
|
-$145K
|
-1,558
|
-30%
|
|
|
1949
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$325K
|
+$9.33K
|
+100
|
+3%
|
|
|
1950
|
S&T Bank
Indiana,
Pennsylvania
|
$324K
|
–
|
–
|
–
|
|
