|
1926
|
First National Corp
Rockland,
Massachusetts
|
$80K
|
+$79.8K
|
+450
|
New
|
|
|
1927
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$78K
|
+$77.5K
|
+437
|
New
|
|
|
1928
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$76K
|
+$75.9K
|
+428
|
New
|
|
|
1929
|
Simon Quick Advisors
Morristown,
New Jersey
|
$74K
|
-$31K
|
-175
|
-29%
|
|
|
1930
|
KWMG LLC
Overland Park,
Kansas
|
$73K
|
-$1.42K
|
-8
|
-2%
|
|
|
1931
|
Wealthcare Capital Management
Richmond,
Virginia
|
$72K
|
-$17.7K
|
-100
|
-20%
|
|
|
1932
|
Harding Loevner
Bridgewater,
New Jersey
|
$69K
|
–
|
–
|
–
|
|
|
1933
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$67K
|
+$11.3K
|
+64
|
+21%
|
|
|
1934
|
Westside Investment Management
Santa Monica,
California
|
$66.6K
|
-$17.7K
|
-100
|
-21%
|
|
|
1935
|
Lee Financial
Dallas,
Texas
|
$66K
|
–
|
–
|
–
|
|
|
1936
|
EARNEST Partners
Atlanta,
Georgia
|
$64K
|
–
|
–
|
–
|
|
|
1937
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$61.3K
|
–
|
–
|
–
|
|
|
1938
|
|
$61K
|
+$61K
|
+344
|
New
|
|
|
1939
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$60K
|
–
|
–
|
–
|
|
|
1940
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$59K
|
–
|
–
|
–
|
|
|
1941
|
Crewe Advisors
Salt Lake City,
Utah
|
$58K
|
–
|
–
|
–
|
|
|
1942
|
New Potomac Partners
Bethesda,
Maryland
|
$58K
|
–
|
–
|
–
|
|
|
1943
|
Cordasco Financial Network
Naples,
Florida
|
$56K
|
-$177K
|
-1,000
|
-76%
|
|
|
1944
|
Tarbox Family Office
Newport Beach,
California
|
$55K
|
–
|
–
|
–
|
|
|
1945
|
Financial Gravity Companies
Lakeway,
Texas
|
$54K
|
+$54.1K
|
+305
|
New
|
|
|
1946
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$53K
|
–
|
–
|
–
|
|
|
1947
|
Close Asset Management
London,
United Kingdom
|
$52K
|
-$4.8M
|
-27,053
|
-96%
|
|
|
1948
|
Lucia Wealth Services
San Diego,
California
|
$52K
|
-$19.3K
|
-109
|
-27%
|
|
|
1949
|
Fort LP
Chevy Chase,
Maryland
|
$52K
|
-$5.67K
|
-32
|
-10%
|
|
|
1950
|
Pacific Center for Financial Services
San Ramon,
California
|
$52K
|
-$1.6K
|
-9
|
-3%
|
|
