|
1926
|
Duncker Streett & Co
St. Louis,
Missouri
|
$163K
|
-$3.16K
|
-33
|
-2%
|
|
|
1927
|
Parallax Volatility Advisers
San Francisco,
California
|
$160K
|
-$1.77M
|
-18,431
|
-90%
|
|
|
1928
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$152K
|
-$34K
|
-355
|
-15%
|
|
|
1929
|
Eurizon SLJ Capital
London,
|
$149K
|
+$165K
|
+1,722
|
New
|
|
|
1930
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$146K
|
+$162K
|
+1,690
|
New
|
|
|
1931
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$144K
|
+$158K
|
+1,650
|
New
|
|
|
1932
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$142K
|
+$192
|
+2
|
+0.1%
|
|
|
1933
|
Financial Network Wealth Advisors
Murray,
Utah
|
$140K
|
+$1.25K
|
+13
|
+0.8%
|
|
|
1934
|
Center for Financial Planning
Southfied,
Michigan
|
$138K
|
-$336K
|
-3,512
|
-69%
|
|
|
1935
|
Wellington Group
Indianapolis,
Indiana
|
$135K
|
-$34.1K
|
-356
|
-19%
|
|
|
1936
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$135K
|
+$9.68K
|
+101
|
+7%
|
|
|
1937
|
Destiny Wealth Partners
Tavares,
Florida
|
$133K
|
+$147K
|
+1,535
|
New
|
|
|
1938
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$129K
|
–
|
–
|
–
|
|
|
1939
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$123K
|
-$2.2K
|
-23
|
-2%
|
|
|
1940
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$122K
|
+$192
|
+2
|
+0.1%
|
|
|
1941
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$121K
|
+$4.31K
|
+45
|
+3%
|
|
|
1942
|
Opal Wealth Advisors
Jericho,
New York
|
$120K
|
+$132K
|
+1,382
|
New
|
|
|
1943
|
Principia Wealth Advisory
Dallas,
Texas
|
$118K
|
-$383
|
-4
|
-0.3%
|
|
|
1944
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$118K
|
-$49.8K
|
-520
|
-28%
|
|
|
1945
|
Sachetta
Lynnfield,
Massachusetts
|
$117K
|
-$1.92K
|
-20
|
-1%
|
|
|
1946
|
Kelleher Financial Advisors
New York
|
$115K
|
–
|
–
|
–
|
|
|
1947
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$115K
|
+$8.81K
|
+92
|
+7%
|
|
|
1948
|
Centerpoint Advisors
Needham,
Massachusetts
|
$115K
|
-$23.9K
|
-250
|
-16%
|
|
|
1949
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$115K
|
+$126K
|
+1,316
|
New
|
|
|
1950
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$114K
|
–
|
–
|
–
|
|
