|
1926
|
Annapolis Financial Services
Annapolis,
Maryland
|
$40.7K
|
–
|
–
|
–
|
|
|
1927
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$40.4K
|
–
|
–
|
–
|
|
|
1928
|
Studio Investment Management
Chicago,
Illinois
|
$39.4K
|
–
|
–
|
–
|
|
|
1929
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$39.2K
|
+$2.21K
|
+23
|
+6%
|
|
|
1930
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$38.7K
|
-$24K
|
-249
|
-37%
|
|
|
1931
|
VitalStone Financial
Shavano Park,
Texas
|
$38K
|
–
|
–
|
–
|
|
|
1932
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$37.3K
|
+$38.8K
|
+403
|
New
|
|
|
1933
|
Johnson Midwest Financial
Glidden,
Iowa
|
$37.3K
|
+$481
|
+5
|
+1%
|
|
|
1934
|
Essex Investment Management
Boston,
Massachusetts
|
$37.2K
|
–
|
–
|
–
|
|
|
1935
|
WFA of San Diego
San Diego,
California
|
$36.6K
|
-$16.8K
|
-175
|
-31%
|
|
|
1936
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$36.5K
|
–
|
–
|
–
|
|
|
1937
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$36K
|
+$37.4K
|
+389
|
New
|
|
|
1938
|
Halpern Financial
Ashburn,
Virginia
|
$35.6K
|
+$3.27K
|
+34
|
+10%
|
|
|
1939
|
PSI Advisors
Tampa,
Florida
|
$35K
|
+$6.74K
|
+70
|
+23%
|
|
|
1940
|
Versant Capital Management
Phoenix,
Arizona
|
$34.5K
|
-$80.7K
|
-839
|
-69%
|
|
|
1941
|
Financial Perspectives
Minneapolis,
Minnesota
|
$34.3K
|
–
|
–
|
–
|
|
|
1942
|
Bell Investment Advisors
Oakland,
California
|
$32.8K
|
+$3.56K
|
+37
|
+12%
|
|
|
1943
|
Baker Avenue Asset Management
San Francisco,
California
|
$32.4K
|
-$65.1K
|
-676
|
-66%
|
|
|
1944
|
Blume Capital Management
Berkeley,
California
|
$32.4K
|
-$2.31K
|
-24
|
-6%
|
|
|
1945
|
Delos Wealth Advisors
Dallas,
Texas
|
$31.1K
|
–
|
–
|
–
|
|
|
1946
|
First Personal Financial Services
Charlotte,
North Carolina
|
$30.6K
|
–
|
–
|
–
|
|
|
1947
|
Barrett & Company
Providence,
Rhode Island
|
$30.6K
|
–
|
–
|
–
|
|
|
1948
|
Private Ocean
San Rafael,
California
|
$30.5K
|
–
|
–
|
–
|
|
|
1949
|
Country Trust Bank
Bloomington,
Illinois
|
$30.5K
|
+$9.62K
|
+100
|
+44%
|
|
|
1950
|
Front Row Advisors
Tiburon,
California
|
$29K
|
+$10.1K
|
+105
|
+51%
|
|
