|
1926
|
|
$309K
|
–
|
–
|
–
|
|
|
1927
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$308K
|
-$14.1K
|
-100
|
-4%
|
|
|
1928
|
White Pine Capital
Bloomington,
Minnesota
|
$308K
|
-$14.1K
|
-100
|
-4%
|
|
|
1929
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$308K
|
-$11.7K
|
-83
|
-4%
|
|
|
1930
|
Field & Main Bank
Henderson,
Kentucky
|
$308K
|
-$9.84K
|
-70
|
-3%
|
|
|
1931
|
Tempus Wealth Planning
Irvine,
California
|
$307K
|
-$276K
|
-1,967
|
-46%
|
|
|
1932
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$306K
|
-$311K
|
-2,216
|
-49%
|
|
|
1933
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$305K
|
–
|
–
|
–
|
|
|
1934
|
RMR Wealth Builders
Montclair,
New Jersey
|
$305K
|
+$318K
|
+2,262
|
New
|
|
|
1935
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$303K
|
-$30.2K
|
-215
|
-9%
|
|
|
1936
|
D'Orazio & Associates
Falls Church,
Virginia
|
$302K
|
-$27.7K
|
-197
|
-8%
|
|
|
1937
|
Cozad Asset Management
Champaign,
Illinois
|
$302K
|
+$60.8K
|
+433
|
+24%
|
|
|
1938
|
Capital City Trust
Tallahassee,
Florida
|
$301K
|
+$16.9K
|
+120
|
+6%
|
|
|
1939
|
E&G Advisors
Houston,
Texas
|
$300K
|
–
|
–
|
–
|
|
|
1940
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$299K
|
-$1.83K
|
-13
|
-0.6%
|
|
|
1941
|
BCGM Wealth Management
Lafayette,
Indiana
|
$299K
|
–
|
–
|
–
|
|
|
1942
|
Whitney & Co
Rochester,
New York
|
$299K
|
+$703
|
+5
|
+0.2%
|
|
|
1943
|
Cladis Investment Advisory
Billings,
Montana
|
$299K
|
+$1.41K
|
+10
|
+0.5%
|
|
|
1944
|
JB Capital
Wethersfield,
Connecticut
|
$298K
|
+$141
|
+1
|
+0%
|
|
|
1945
|
Members Trust
Tampa,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
1946
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$297K
|
+$138K
|
+980
|
+80%
|
|
|
1947
|
Hourglass Capital
Houston,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
1948
|
CVA Family Office
Denver,
Colorado
|
$296K
|
+$16.9K
|
+120
|
+6%
|
|
|
1949
|
Meridian Wealth Management
Lexington,
Kentucky
|
$293K
|
-$33K
|
-235
|
-10%
|
|
|
1950
|
Unionview LLC
Seattle,
Washington
|
$292K
|
-$2.11K
|
-15
|
-0.7%
|
|
