|
1926
|
|
$284K
|
+$1.73K
|
+25
|
+0.5%
|
|
|
1927
|
Clare Market Investments
Dallas,
Texas
|
$283K
|
+$1.52K
|
+22
|
+0.4%
|
|
|
1928
|
Centerpoint Advisors
Needham,
Massachusetts
|
$283K
|
–
|
–
|
–
|
|
|
1929
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$283K
|
+$110K
|
+1,591
|
+48%
|
|
|
1930
|
First American Bank
Dundee,
Illinois
|
$281K
|
+$18.1K
|
+261
|
+6%
|
|
|
1931
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$279K
|
–
|
–
|
–
|
|
|
1932
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$279K
|
-$14.4K
|
-208
|
-4%
|
|
|
1933
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$278K
|
+$31.2K
|
+451
|
+10%
|
|
|
1934
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$278K
|
-$19.8K
|
-286
|
-6%
|
|
|
1935
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$278K
|
+$61.1K
|
+883
|
+22%
|
|
|
1936
|
Berkeley Capital Partners
Milton,
Georgia
|
$278K
|
-$51.7K
|
-747
|
-13%
|
|
|
1937
|
LGL Partners
Philadelphia,
Pennsylvania
|
$276K
|
-$13.6K
|
-197
|
-4%
|
|
|
1938
|
WealthBridge Capital Management
Westerville,
Ohio
|
$276K
|
+$485
|
+7
|
+0.1%
|
|
|
1939
|
Colonial River Investments
Midlothian,
Virginia
|
$276K
|
-$73.3K
|
-1,059
|
-18%
|
|
|
1940
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$275K
|
+$332K
|
+4,800
|
New
|
|
|
1941
|
De Burlo Group
Boston,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
1942
|
Northstar Advisory Group
Northfield,
New Jersey
|
$275K
|
+$69
|
+1
|
+0%
|
|
|
1943
|
Opes Wealth Management
Menlo Park,
California
|
$274K
|
+$3.53K
|
+51
|
+1%
|
|
|
1944
|
Holderness Investments Company
Greensboro,
North Carolina
|
$273K
|
+$15.2K
|
+220
|
+5%
|
|
|
1945
|
First Business Financial Services
Madison,
Wisconsin
|
$271K
|
+$19K
|
+275
|
+6%
|
|
|
1946
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$269K
|
+$21.2K
|
+306
|
+7%
|
|
|
1947
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$269K
|
–
|
–
|
–
|
|
|
1948
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$269K
|
+$12.3K
|
+177
|
+4%
|
|
|
1949
|
Delta Asset Management
Memphis,
Tennessee
|
$269K
|
+$1.04K
|
+15
|
+0.3%
|
|
|
1950
|
Summitry LLC
Foster City,
California
|
$268K
|
-$7.68K
|
-111
|
-2%
|
|
