|
1926
|
Greenspring Advisors
Towson,
Maryland
|
$309K
|
–
|
–
|
–
|
|
|
1927
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$308K
|
–
|
–
|
–
|
|
|
1928
|
JFG Wealth Management
Denver,
Colorado
|
$307K
|
–
|
–
|
–
|
|
|
1929
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$307K
|
-$34.7K
|
-575
|
-10%
|
|
|
1930
|
Welch Group
Birmingham,
Alabama
|
$306K
|
+$362
|
+6
|
+0.1%
|
|
|
1931
|
LPF Advisors
Sarasota,
Florida
|
$304K
|
–
|
–
|
–
|
|
|
1932
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$304K
|
–
|
–
|
–
|
|
|
1933
|
Custos Family Office
Austin,
Texas
|
$304K
|
-$19.1K
|
-316
|
-6%
|
|
|
1934
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$304K
|
–
|
–
|
–
|
|
|
1935
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$301K
|
–
|
–
|
–
|
|
|
1936
|
Main Management
San Francisco,
California
|
$301K
|
–
|
–
|
–
|
|
|
1937
|
Abound Wealth Management
Franklin,
Tennessee
|
$301K
|
+$6.51K
|
+108
|
+2%
|
|
|
1938
|
Advance Capital Management
Southfield,
Michigan
|
$300K
|
-$58.9K
|
-977
|
-17%
|
|
|
1939
|
Mystic Asset Management
Warwick,
Rhode Island
|
$300K
|
–
|
–
|
–
|
|
|
1940
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$300K
|
+$130K
|
+2,162
|
+81%
|
|
|
1941
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$297K
|
-$290K
|
-4,810
|
-50%
|
|
|
1942
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$296K
|
–
|
–
|
–
|
|
|
1943
|
Symphony Financial Services
Akron,
Ohio
|
$296K
|
+$188K
|
+3,111
|
+87%
|
|
|
1944
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$296K
|
+$287K
|
+4,756
|
New
|
|
|
1945
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$296K
|
+$286K
|
+4,746
|
New
|
|
|
1946
|
Alpha Financial Partners
Lexington,
Kentucky
|
$295K
|
-$5.91M
|
-97,966
|
-95%
|
|
|
1947
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$295K
|
-$28.5K
|
-472
|
-9%
|
|
|
1948
|
Zuckerman Investment Group
Chicago,
Illinois
|
$295K
|
-$8.74K
|
-145
|
-3%
|
|
|
1949
|
West Michigan Advisors
Holland,
Michigan
|
$294K
|
+$21.3K
|
+354
|
+8%
|
|
|
1950
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$294K
|
+$284K
|
+4,715
|
New
|
|
