|
1926
|
L.J. Altfest & Co
New York
|
$405K
|
-$61.2K
|
-158
|
-13%
|
|
|
1927
|
Oak Harvest Investment Services
Houston,
Texas
|
$404K
|
+$3.48K
|
+9
|
+0.9%
|
|
|
1928
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$404K
|
+$393K
|
+1,014
|
New
|
|
|
1929
|
Better Money Decisions
Santa Fe,
New Mexico
|
$399K
|
+$389K
|
+1,004
|
New
|
|
|
1930
|
Eastern Bank
Boston,
Massachusetts
|
$398K
|
–
|
–
|
–
|
|
|
1931
|
TL Private Wealth
Southlake,
Texas
|
$397K
|
-$24.4K
|
-63
|
-6%
|
|
|
1932
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$393K
|
–
|
–
|
–
|
|
|
1933
|
AMI Investment Management
Kendallville,
Indiana
|
$392K
|
–
|
–
|
–
|
|
|
1934
|
Garde Capital
Seattle,
Washington
|
$390K
|
-$9.68K
|
-25
|
-2%
|
|
|
1935
|
First Nebraska Trust
Lincoln,
Nebraska
|
$389K
|
–
|
–
|
–
|
|
|
1936
|
Clear Perspective Advisors
Aurora,
Illinois
|
$388K
|
+$30.2K
|
+78
|
+9%
|
|
|
1937
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$386K
|
-$195K
|
-503
|
-34%
|
|
|
1938
|
One Day In July LLC
Burlington,
Vermont
|
$385K
|
+$374K
|
+967
|
New
|
|
|
1939
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$384K
|
-$22.5K
|
-58
|
-6%
|
|
|
1940
|
Gainplan
Bloomfield Hills,
Michigan
|
$380K
|
-$6.58K
|
-17
|
-2%
|
|
|
1941
|
NFP Retirement Inc
Aliso Viejo,
California
|
$380K
|
-$1.44M
|
-3,712
|
-80%
|
|
|
1942
|
MRA Advisory Group
Parsippany,
New Jersey
|
$378K
|
-$120K
|
-309
|
-25%
|
|
|
1943
|
Sabal Trust
St. Petersburg,
Florida
|
$378K
|
+$87.1K
|
+225
|
+31%
|
|
|
1944
|
Center for Financial Planning
Southfied,
Michigan
|
$377K
|
-$29K
|
-75
|
-7%
|
|
|
1945
|
Old North State Trust
Greensboro,
North Carolina
|
$376K
|
-$14.3K
|
-37
|
-4%
|
|
|
1946
|
Silversage Advisors
Irvine,
California
|
$375K
|
-$382K
|
-987
|
-51%
|
|
|
1947
|
Foresight Wealth Management
Draper,
Utah
|
$373K
|
–
|
–
|
–
|
|
|
1948
|
Madden Advisory Services
Jacksonville,
Florida
|
$372K
|
+$82.1K
|
+212
|
+29%
|
|
|
1949
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$365K
|
-$1.16K
|
-3
|
-0.3%
|
|
|
1950
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$362K
|
–
|
–
|
–
|
|
