|
1926
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$428K
|
-$115K
|
-500
|
-25%
|
|
|
1927
|
Estabrook Capital Management
New York
|
$428K
|
–
|
–
|
–
|
|
|
1928
|
New World Advisors
Hingham,
Massachusetts
|
$428K
|
+$36.3K
|
+158
|
+12%
|
|
|
1929
|
|
$428K
|
+$344K
|
+1,500
|
New
|
|
|
1930
|
Regions Financial Corp
Birmingham,
Alabama
|
$427K
|
-$746K
|
-3,252
|
-68%
|
|
|
1931
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$427K
|
-$37.6K
|
-164
|
-10%
|
|
|
1932
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$427K
|
+$123K
|
+534
|
+56%
|
|
|
1933
|
Midwest Trust
Overland Park,
Kansas
|
$426K
|
-$44.7K
|
-195
|
-12%
|
|
|
1934
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$426K
|
+$25K
|
+109
|
+8%
|
|
|
1935
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$425K
|
+$229
|
+1
|
+0.1%
|
|
|
1936
|
Semus Wealth Partners
Boca Raton,
Florida
|
$425K
|
+$229
|
+1
|
+0.1%
|
|
|
1937
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$424K
|
+$341K
|
+1,486
|
New
|
|
|
1938
|
Welch & Forbes
Boston,
Massachusetts
|
$423K
|
–
|
–
|
–
|
|
|
1939
|
Weinberger Asset Management
Los Angeles,
California
|
$422K
|
+$14K
|
+61
|
+4%
|
|
|
1940
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$421K
|
-$4.13K
|
-18
|
-1%
|
|
|
1941
|
Fortem Financial Group
Palm Desert,
California
|
$421K
|
+$338K
|
+1,474
|
New
|
|
|
1942
|
Madrona Financial Services
Everett,
Washington
|
$420K
|
-$8.03K
|
-35
|
-2%
|
|
|
1943
|
Valmark Advisers
Akron,
Ohio
|
$420K
|
+$3.21K
|
+14
|
+1%
|
|
|
1944
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$418K
|
+$336K
|
+1,465
|
New
|
|
|
1945
|
Omnia Family Wealth
Aventura,
Florida
|
$418K
|
+$6.88K
|
+30
|
+2%
|
|
|
1946
|
PGIM Custom Harvest
Newark,
New Jersey
|
$417K
|
-$15.8K
|
-69
|
-5%
|
|
|
1947
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$416K
|
+$55.3K
|
+241
|
+20%
|
|
|
1948
|
55 North Private Wealth
Winter Park,
Florida
|
$416K
|
+$335K
|
+1,459
|
New
|
|
|
1949
|
Icon Wealth Advisors
Houston,
Texas
|
$416K
|
+$167K
|
+730
|
+101%
|
|
|
1950
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$414K
|
+$333K
|
+1,452
|
New
|
|
