|
1926
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$322K
|
–
|
–
|
–
|
|
|
1927
|
Hendershot Investments
Centreville,
Virginia
|
$321K
|
-$3.23K
|
-60
|
-1%
|
|
|
1928
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$321K
|
–
|
–
|
–
|
|
|
1929
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$320K
|
-$48.5K
|
-903
|
-14%
|
|
|
1930
|
Liberty Wealth Management
Oakland,
California
|
$319K
|
+$46.5K
|
+864
|
+18%
|
|
|
1931
|
Marcum Wealth
Cleveland,
Ohio
|
$319K
|
+$310K
|
+5,767
|
New
|
|
|
1932
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$319K
|
+$350K
|
+6,516
|
New
|
|
|
1933
|
Cynosure Group
Salt Lake City,
Utah
|
$318K
|
–
|
–
|
–
|
|
|
1934
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$317K
|
–
|
–
|
–
|
|
|
1935
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
1936
|
Becker Capital Management
Portland,
Oregon
|
$317K
|
+$15.7K
|
+292
|
+5%
|
|
|
1937
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$316K
|
–
|
–
|
–
|
|
|
1938
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$315K
|
–
|
–
|
–
|
|
|
1939
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$314K
|
-$33.5K
|
-624
|
-10%
|
|
|
1940
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$314K
|
-$33.3K
|
-619
|
-10%
|
|
|
1941
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$314K
|
+$1.34K
|
+25
|
+0.4%
|
|
|
1942
|
Hutchinson Capital Management
San Rafael,
California
|
$310K
|
–
|
–
|
–
|
|
|
1943
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$309K
|
+$54
|
+1
|
+0%
|
|
|
1944
|
Corundum Group
Colorado Springs,
Colorado
|
$309K
|
+$10.9K
|
+202
|
+4%
|
|
|
1945
|
Rock Point Advisors
Burlington,
Vermont
|
$308K
|
+$2.42K
|
+45
|
+0.8%
|
|
|
1946
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$308K
|
+$300K
|
+5,572
|
New
|
|
|
1947
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$307K
|
+$22.7K
|
+422
|
+8%
|
|
|
1948
|
Titus Wealth Management
Larskpur,
California
|
$307K
|
+$28.7K
|
+533
|
+11%
|
|
|
1949
|
Investors Research Corp
Atlanta,
Georgia
|
$306K
|
–
|
–
|
–
|
|
|
1950
|
Wealth Architects
Mountain View,
California
|
$305K
|
-$72.3K
|
-1,345
|
-20%
|
|
