|
1926
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$553K
|
+$538K
|
+6,017
|
New
|
|
|
1927
|
Alethea Capital Management
Mercer Island,
Washington
|
$552K
|
–
|
–
|
–
|
|
|
1928
|
Lee Capital Holdings
New York
|
$552K
|
–
|
–
|
–
|
|
|
1929
|
Tradewinds Capital Management
Bellingham,
Washington
|
$551K
|
-$5.18K
|
-58
|
-1%
|
|
|
1930
|
Merit Financial Group
Alpharetta,
Georgia
|
$550K
|
+$5.01K
|
+56
|
+0.9%
|
|
|
1931
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$547K
|
-$215K
|
-2,400
|
-29%
|
|
|
1932
|
WESPAC Advisors
Orinda,
California
|
$546K
|
-$22.7K
|
-254
|
-4%
|
|
|
1933
|
Catamount Wealth Management
Westport,
Connecticut
|
$545K
|
–
|
–
|
–
|
|
|
1934
|
REDW Wealth
Albuquerque,
New Mexico
|
$542K
|
+$179
|
+2
|
+0%
|
|
|
1935
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$541K
|
+$527K
|
+5,891
|
New
|
|
|
1936
|
Optimum Investment Advisors
Chicago,
Illinois
|
$540K
|
+$161K
|
+1,802
|
+44%
|
|
|
1937
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$538K
|
+$20.7K
|
+232
|
+4%
|
|
|
1938
|
WealthSource Partners
San Luis Obispo,
California
|
$538K
|
+$114K
|
+1,276
|
+28%
|
|
|
1939
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$535K
|
+$11K
|
+123
|
+2%
|
|
|
1940
|
Hugh Johnson Advisors
Albany,
New York
|
$534K
|
-$4.11K
|
-46
|
-0.8%
|
|
|
1941
|
Schaller Investment Group
Winston Salem,
North Carolina
|
$533K
|
+$2.86K
|
+32
|
+0.6%
|
|
|
1942
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$530K
|
–
|
–
|
–
|
|
|
1943
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$530K
|
+$91.4K
|
+1,022
|
+22%
|
|
|
1944
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$530K
|
+$515K
|
+5,765
|
New
|
|
|
1945
|
Weil Company
San Diego,
California
|
$528K
|
–
|
–
|
–
|
|
|
1946
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$527K
|
–
|
–
|
–
|
|
|
1947
|
Clark Estates Inc
New York
|
$526K
|
–
|
–
|
–
|
|
|
1948
|
Merriman Wealth Management
Seattle,
Washington
|
$525K
|
+$8.13K
|
+91
|
+2%
|
|
|
1949
|
Camelot Portfolios
Maumee,
Ohio
|
$524K
|
-$805
|
-9
|
-0.2%
|
|
|
1950
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$523K
|
-$13.8K
|
-154
|
-3%
|
|
