|
1926
|
Winnow Wealth
Waco,
Texas
|
$338K
|
+$321K
|
+2,884
|
New
|
|
|
1927
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$337K
|
+$101K
|
+904
|
+46%
|
|
|
1928
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$337K
|
+$3.56K
|
+32
|
+1%
|
|
|
1929
|
National Wealth Management Group
Cincinnati,
Ohio
|
$337K
|
+$65.9K
|
+592
|
+26%
|
|
|
1930
|
Boston Common Asset Management
Boston,
Massachusetts
|
$336K
|
–
|
–
|
–
|
|
|
1931
|
TD Capital Management
Memphis,
Tennessee
|
$336K
|
–
|
–
|
–
|
|
|
1932
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$334K
|
–
|
–
|
–
|
|
|
1933
|
Andrews Lucia Wealth Management
Danville,
California
|
$333K
|
–
|
–
|
–
|
|
|
1934
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$333K
|
-$11.6K
|
-104
|
-4%
|
|
|
1935
|
Cambria Investment Management
Manhattan Beach,
California
|
$333K
|
+$316K
|
+2,840
|
New
|
|
|
1936
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$333K
|
+$316K
|
+2,840
|
New
|
|
|
1937
|
Auxano Advisors
Bellevue,
Washington
|
$332K
|
–
|
–
|
–
|
|
|
1938
|
HM Payson & Co
Portland,
Maine
|
$331K
|
-$67.7K
|
-608
|
-18%
|
|
|
1939
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$331K
|
–
|
–
|
–
|
|
|
1940
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$329K
|
–
|
–
|
–
|
|
|
1941
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$328K
|
–
|
–
|
–
|
|
|
1942
|
Ashford Capital Management
Wilmington,
Delaware
|
$328K
|
–
|
–
|
–
|
|
|
1943
|
Morse Asset Management
Darien,
Connecticut
|
$328K
|
–
|
–
|
–
|
|
|
1944
|
Sequent Asset Management
Houston,
Texas
|
$328K
|
–
|
–
|
–
|
|
|
1945
|
Lake Street Private Wealth
Chicago,
Illinois
|
$328K
|
–
|
–
|
–
|
|
|
1946
|
Cornerstone Management
Duluth,
Georgia
|
$327K
|
–
|
–
|
–
|
|
|
1947
|
Howe & Rusling
Rochester,
New York
|
$327K
|
-$129K
|
-1,156
|
-29%
|
|
|
1948
|
Precedent Wealth Partners
Houston,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
1949
|
SG Americas Securities
New York
|
$326K
|
-$11.3M
|
-101,552
|
-97%
|
|
|
1950
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$326K
|
-$891
|
-8
|
-0.3%
|
|
