|
1926
|
Kelleher Financial Advisors
New York
|
$124K
|
–
|
–
|
–
|
|
|
1927
|
PrairieView Partners
St. Paul,
Minnesota
|
$124K
|
+$6.06K
|
+83
|
+5%
|
|
|
1928
|
RMR Wealth Builders
Montclair,
New Jersey
|
$124K
|
+$48.2K
|
+660
|
+70%
|
|
|
1929
|
First National Bank of South Miami
South Miami,
Florida
|
$123K
|
-$53.6K
|
-735
|
-32%
|
|
|
1930
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$122K
|
-$350K
|
-4,791
|
-75%
|
|
|
1931
|
American Research & Management Company
Marion,
Massachusetts
|
$118K
|
-$29.9K
|
-410
|
-21%
|
|
|
1932
|
Credit Agricole
Montrouge Cedex,
France
|
$117K
|
+$21.8K
|
+299
|
+25%
|
|
|
1933
|
Tradewinds Capital Management
Bellingham,
Washington
|
$115K
|
–
|
–
|
–
|
|
|
1934
|
First Bank & Trust
Brookings,
South Dakota
|
$111K
|
-$6.06K
|
-83
|
-5%
|
|
|
1935
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$109K
|
+$7.96K
|
+109
|
+8%
|
|
|
1936
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$107K
|
+$13.1K
|
+180
|
+15%
|
|
|
1937
|
Hoertkorn Richard Charles
|
$105K
|
–
|
–
|
–
|
|
|
1938
|
West Paces Advisors
Atlanta,
Georgia
|
$102K
|
+$2.7K
|
+37
|
+3%
|
|
|
1939
|
Maven Securities
St Helier,
Jersey
|
$101K
|
-$185K
|
-2,534
|
-66%
|
|
|
1940
|
Elmwood Wealth Management
Berkeley,
California
|
$100K
|
+$94.1K
|
+1,290
|
New
|
|
|
1941
|
Adalta Capital Management
New York
|
$100K
|
+$94.9K
|
+1,300
|
New
|
|
|
1942
|
Vestor Capital
Chicago,
Illinois
|
$99K
|
–
|
–
|
–
|
|
|
1943
|
Larson Financial Group
St Louis,
Missouri
|
$98K
|
+$219
|
+3
|
+0.2%
|
|
|
1944
|
Better Money Decisions
Santa Fe,
New Mexico
|
$97K
|
+$91.4K
|
+1,252
|
New
|
|
|
1945
|
Firestone Capital Management
Coral Gables,
Florida
|
$96K
|
–
|
–
|
–
|
|
|
1946
|
Westside Investment Management
Santa Monica,
California
|
$91.1K
|
-$19.6K
|
-268
|
-10%
|
|
|
1947
|
NuWave Investment Management
Parsippany,
New Jersey
|
$91K
|
+$85.8K
|
+1,175
|
New
|
|
|
1948
|
Tortoise Investment Management
White Plains,
New York
|
$91K
|
+$85.9K
|
+1,177
|
New
|
|
|
1949
|
Litman Gregory Wealth Management
Larkspur,
California
|
$90K
|
–
|
–
|
–
|
|
|
1950
|
Bogart Wealth LLC
Mclean,
Virginia
|
$89K
|
+$16.6K
|
+227
|
+25%
|
|
