|
1926
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$2.78M
|
+$53.7K
|
+78
|
+2%
|
|
|
1927
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$2.78M
|
–
|
–
|
–
|
|
|
1928
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$2.78M
|
-$336K
|
-488
|
-11%
|
|
|
1929
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$2.78M
|
-$6.88K
|
-10
|
-0.3%
|
|
|
1930
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$2.77M
|
+$1.54M
|
+2,241
|
+148%
|
|
|
1931
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$2.77M
|
+$295K
|
+429
|
+13%
|
|
|
1932
|
SEI Investments
Oaks,
Pennsylvania
|
$2.76M
|
+$1.18M
|
+1,710
|
+84%
|
|
|
1933
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.76M
|
+$2.17M
|
+3,149
|
+531%
|
|
|
1934
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.75M
|
+$652K
|
+947
|
+34%
|
|
|
1935
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$2.75M
|
+$19.3K
|
+28
|
+0.8%
|
|
|
1936
|
Berbice Capital Management
Melville,
New York
|
$2.75M
|
–
|
–
|
–
|
|
|
1937
|
Veery Capital
Wilmington,
Delaware
|
$2.74M
|
–
|
–
|
–
|
|
|
1938
|
Front Row Advisors
Tiburon,
California
|
$2.74M
|
+$1.38K
|
+2
|
+0.1%
|
|
|
1939
|
Security National Bank
Omaha,
Nebraska
|
$2.73M
|
-$460K
|
-669
|
-15%
|
|
|
1940
|
Scarborough Advisors
Annapolis,
Maryland
|
$2.73M
|
+$168K
|
+244
|
+7%
|
|
|
1941
|
PMV Capital Advisers
Dallas,
Texas
|
$2.73M
|
-$230K
|
-335
|
-8%
|
|
|
1942
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$2.72M
|
+$941K
|
+1,367
|
+59%
|
|
|
1943
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.72M
|
+$356K
|
+517
|
+16%
|
|
|
1944
|
Perryman Financial Advisory
Dallas,
Texas
|
$2.72M
|
+$27.5K
|
+40
|
+1%
|
|
|
1945
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$2.72M
|
+$28.9K
|
+42
|
+1%
|
|
|
1946
|
Novem Group
Rochester,
New York
|
$2.72M
|
+$1.28M
|
+1,864
|
+102%
|
|
|
1947
|
American National Bank & Trust
Wichita Falls,
Texas
|
$2.71M
|
-$39.9K
|
-58
|
-2%
|
|
|
1948
|
ProVise Management Group
Clearwater,
Florida
|
$2.71M
|
-$105K
|
-153
|
-4%
|
|
|
1949
|
|
$2.71M
|
-$63.3K
|
-92
|
-2%
|
|
|
1950
|
Fortitude Financial
Spokane,
Washington
|
$2.7M
|
-$165K
|
-240
|
-6%
|
|
