|
1926
|
Monterey Private Wealth
Monterey,
California
|
$335K
|
+$1.35K
|
+12
|
+0.4%
|
|
|
1927
|
Sovereign Financial Group
Stamford,
Connecticut
|
$335K
|
+$6.09K
|
+54
|
+2%
|
|
|
1928
|
IFG Advisory
Atlanta,
Georgia
|
$334K
|
-$10.7K
|
-95
|
-3%
|
|
|
1929
|
Kanawha Capital Management
Richmond,
Virginia
|
$334K
|
–
|
–
|
–
|
|
|
1930
|
West Oak Capital
Westlake Village,
California
|
$333K
|
-$22.5K
|
-200
|
-7%
|
|
|
1931
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$333K
|
-$5.98K
|
-53
|
-2%
|
|
|
1932
|
Kings Point Capital Management
Great Neck,
New York
|
$332K
|
+$21K
|
+186
|
+7%
|
|
|
1933
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$331K
|
–
|
–
|
–
|
|
|
1934
|
Penobscot Investment Management
Boston,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
1935
|
Latitude Advisors
Vero Beach,
Florida
|
$330K
|
–
|
–
|
–
|
|
|
1936
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$330K
|
–
|
–
|
–
|
|
|
1937
|
Wellington Shields & Co
New York
|
$330K
|
–
|
–
|
–
|
|
|
1938
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$329K
|
-$15.2K
|
-135
|
-5%
|
|
|
1939
|
Baystate Wealth Management
Boston,
Massachusetts
|
$329K
|
+$5.41K
|
+48
|
+2%
|
|
|
1940
|
Adero Partners
Pleasanton,
California
|
$329K
|
+$6.76K
|
+60
|
+2%
|
|
|
1941
|
Round Table Services
Westfield,
New Jersey
|
$328K
|
-$11.3K
|
-100
|
-3%
|
|
|
1942
|
Coyle Financial Counsel
Glenview,
Illinois
|
$328K
|
+$316K
|
+2,805
|
New
|
|
|
1943
|
VELA Investment Management
New Albany,
Ohio
|
$327K
|
+$315K
|
+2,792
|
New
|
|
|
1944
|
Simon Quick Advisors
Morristown,
New Jersey
|
$326K
|
-$19.1K
|
-169
|
-6%
|
|
|
1945
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$326K
|
-$11.3K
|
-100
|
-3%
|
|
|
1946
|
Lombard Odier Asset Management (USA)
New York
|
$326K
|
+$314K
|
+2,783
|
New
|
|
|
1947
|
Webster Bank
Waterbury,
Connecticut
|
$325K
|
-$52.1K
|
-462
|
-14%
|
|
|
1948
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$325K
|
+$113
|
+1
|
+0%
|
|
|
1949
|
Ceeto Capital Group
Coral Gables,
Florida
|
$324K
|
+$451
|
+4
|
+0.1%
|
|
|
1950
|
Terra Nova Asset Management
New York
|
$323K
|
-$14.5K
|
-129
|
-4%
|
|
