|
1926
|
Hendley & Co
Zanesville,
Ohio
|
$584K
|
+$142K
|
+2,733
|
+32%
|
|
|
1927
|
S.A. Mason
Holland,
Michigan
|
$580K
|
+$5.2K
|
+100
|
+0.9%
|
|
|
1928
|
Tempus Wealth Planning
Irvine,
California
|
$578K
|
-$18.6K
|
-357
|
-3%
|
|
|
1929
|
First Bankers Trust
Louisville,
Kentucky
|
$577K
|
-$5.2K
|
-100
|
-0.9%
|
|
|
1930
|
Marietta Wealth Management
Marietta,
Georgia
|
$575K
|
-$2.83M
|
-54,435
|
-83%
|
|
|
1931
|
Opes Wealth Management
Menlo Park,
California
|
$575K
|
+$18.7K
|
+360
|
+3%
|
|
|
1932
|
Keel Point
Huntsville,
Alabama
|
$575K
|
+$226K
|
+4,351
|
+64%
|
|
|
1933
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$575K
|
-$216K
|
-4,160
|
-27%
|
|
|
1934
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$572K
|
-$166K
|
-3,195
|
-22%
|
|
|
1935
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$572K
|
-$18.2K
|
-350
|
-3%
|
|
|
1936
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$570K
|
–
|
–
|
–
|
|
|
1937
|
WESCAP Management Group
Glendale,
California
|
$569K
|
–
|
–
|
–
|
|
|
1938
|
First Interstate Bank
Billings,
Montana
|
$567K
|
-$760K
|
-14,620
|
-57%
|
|
|
1939
|
WealthShield Partners
Cary,
North Carolina
|
$567K
|
+$26K
|
+500
|
+5%
|
|
|
1940
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$566K
|
-$11.5M
|
-221,363
|
-95%
|
|
|
1941
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$566K
|
-$1.06M
|
-20,299
|
-65%
|
|
|
1942
|
Lindbrook Capital
Calabasas,
California
|
$565K
|
-$116K
|
-2,223
|
-17%
|
|
|
1943
|
Manchester Financial
Westlake Village,
California
|
$565K
|
–
|
–
|
–
|
|
|
1944
|
Zions Bancorporation
Salt Lake City,
Utah
|
$562K
|
-$3.69K
|
-71
|
-0.7%
|
|
|
1945
|
Nadler Financial Group
Deerfield,
Illinois
|
$562K
|
+$27.6K
|
+530
|
+5%
|
|
|
1946
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$558K
|
+$12.8K
|
+247
|
+2%
|
|
|
1947
|
55I LLC
Boston,
Massachusetts
|
$558K
|
+$560K
|
+10,779
|
New
|
|
|
1948
|
Argent Advisors
Monroe,
Louisiana
|
$557K
|
-$8.32K
|
-160
|
-1%
|
|
|
1949
|
Plancorp LLC
Saint Louis,
Missouri
|
$557K
|
+$123K
|
+2,370
|
+28%
|
|
|
1950
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$556K
|
-$25.7K
|
-495
|
-4%
|
|
