|
1926
|
Callan Capital
La Jolla,
California
|
$485K
|
+$50.4K
|
+309
|
+11%
|
|
|
1927
|
Petrus Trust Company
Dallas,
Texas
|
$485K
|
+$514K
|
+3,156
|
New
|
|
|
1928
|
Chilton Investment Company
Stamford,
Connecticut
|
$484K
|
+$207K
|
+1,270
|
+67%
|
|
|
1929
|
J. Safra Asset Management
New York
|
$484K
|
+$167K
|
+1,024
|
+48%
|
|
|
1930
|
HBW Advisory Services
Simi Valley,
California
|
$484K
|
+$160K
|
+980
|
+45%
|
|
|
1931
|
Trivium Point Advisory
Westport,
Connecticut
|
$482K
|
+$53.5K
|
+328
|
+12%
|
|
|
1932
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$482K
|
+$16.3K
|
+100
|
+3%
|
|
|
1933
|
|
$481K
|
-$199K
|
-1,219
|
-28%
|
|
|
1934
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$480K
|
–
|
–
|
–
|
|
|
1935
|
Next Capital Management
New York
|
$479K
|
–
|
–
|
–
|
|
|
1936
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$478K
|
+$489
|
+3
|
+0.1%
|
|
|
1937
|
J.W. Burns & Co
Dewitt,
New York
|
$477K
|
-$326
|
-2
|
-0.1%
|
|
|
1938
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$476K
|
-$43.4K
|
-266
|
-7%
|
|
|
1939
|
Clear Creek Financial Management
Silverdale,
Washington
|
$476K
|
+$72.9K
|
+447
|
+17%
|
|
|
1940
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$476K
|
+$489
|
+3
|
+0.1%
|
|
|
1941
|
Seed Wealth Management
Evanston,
Illinois
|
$475K
|
–
|
–
|
–
|
|
|
1942
|
Birch Financial Group
Keene,
New Hampshire
|
$473K
|
+$286K
|
+1,756
|
+133%
|
|
|
1943
|
Seven Mile Advisory
Ewing,
New Jersey
|
$471K
|
+$43.2K
|
+265
|
+9%
|
|
|
1944
|
Calamos Wealth Management
Naperville,
Illinois
|
$468K
|
+$4.24K
|
+26
|
+0.9%
|
|
|
1945
|
Auxier Asset Management
Aurora,
Oregon
|
$467K
|
–
|
–
|
–
|
|
|
1946
|
Aire Advisors
Beverly Hills,
California
|
$467K
|
+$245K
|
+1,500
|
+97%
|
|
|
1947
|
Groupe la Francaise
Paris,
France
|
$467K
|
+$41.2K
|
+253
|
+9%
|
|
|
1948
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$466K
|
+$495K
|
+3,035
|
New
|
|
|
1949
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$466K
|
+$494K
|
+3,031
|
New
|
|
|
1950
|
Boston Research & Management
Manchester,
Massachusetts
|
$463K
|
–
|
–
|
–
|
|
