|
1926
|
Founders Financial Securities
Towson,
Maryland
|
$2.27M
|
+$270K
|
+1,666
|
+14%
|
|
|
1927
|
Tompkins Financial
Ithaca,
New York
|
$2.26M
|
-$4.53K
|
-28
|
-0.2%
|
|
|
1928
|
Keystone Financial Planning
Cleveland,
Ohio
|
$2.25M
|
-$50.2K
|
-310
|
-2%
|
|
|
1929
|
Kinloch Capital
Glen Allen,
Virginia
|
$2.25M
|
+$103K
|
+636
|
+5%
|
|
|
1930
|
Chilton Capital Management
Houston,
Texas
|
$2.25M
|
-$58.4K
|
-361
|
-3%
|
|
|
1931
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.25M
|
-$70.4K
|
-435
|
-3%
|
|
|
1932
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.25M
|
+$121K
|
+750
|
+6%
|
|
|
1933
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.24M
|
+$110K
|
+677
|
+5%
|
|
|
1934
|
Rational Advisors
Huntington,
New York
|
$2.24M
|
-$390K
|
-2,408
|
-15%
|
|
|
1935
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$2.23M
|
+$35.3K
|
+218
|
+2%
|
|
|
1936
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.23M
|
-$34K
|
-210
|
-2%
|
|
|
1937
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$2.23M
|
-$583K
|
-3,602
|
-21%
|
|
|
1938
|
Woodward Diversified Capital
Bakersfield,
California
|
$2.23M
|
-$28K
|
-173
|
-1%
|
|
|
1939
|
Cable Hill Partners
Portland,
Oregon
|
$2.22M
|
-$190K
|
-1,173
|
-8%
|
|
|
1940
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.22M
|
+$356K
|
+2,199
|
+19%
|
|
|
1941
|
SlateStone Wealth
Jupiter,
Florida
|
$2.21M
|
-$37.1K
|
-229
|
-2%
|
|
|
1942
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.21M
|
+$6.8K
|
+42
|
+0.3%
|
|
|
1943
|
Merrion Investment Management
Cranford,
New Jersey
|
$2.2M
|
–
|
–
|
–
|
|
|
1944
|
Rice Hall James & Associates
San Diego,
California
|
$2.2M
|
-$25.6K
|
-158
|
-1%
|
|
|
1945
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$2.2M
|
+$206K
|
+1,270
|
+10%
|
|
|
1946
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$2.2M
|
+$41.3K
|
+255
|
+2%
|
|
|
1947
|
Centric Wealth Management
Chicago,
Illinois
|
$2.19M
|
-$7.28K
|
-45
|
-0.3%
|
|
|
1948
|
Bison Wealth
Atlanta,
Georgia
|
$2.19M
|
+$207K
|
+1,277
|
+11%
|
|
|
1949
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$2.19M
|
-$275K
|
-1,699
|
-11%
|
|
|
1950
|
Icon Wealth Partners
Houston,
Texas
|
$2.19M
|
-$61.5K
|
-380
|
-3%
|
|
