|
1926
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$246K
|
+$265K
|
+2,698
|
New
|
|
|
1927
|
Westover Capital Advisors
Wilmington,
Delaware
|
$246K
|
–
|
–
|
–
|
|
|
1928
|
Lewis Capital Management
Beverly Hills,
California
|
$246K
|
–
|
–
|
–
|
|
|
1929
|
Smith Anglin Financial
Dallas,
Texas
|
$245K
|
-$14.1K
|
-144
|
-5%
|
|
|
1930
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$245K
|
–
|
–
|
–
|
|
|
1931
|
Vestor Capital
Chicago,
Illinois
|
$245K
|
-$105K
|
-1,070
|
-29%
|
|
|
1932
|
Klingman & Associates
New York
|
$245K
|
-$167K
|
-1,699
|
-39%
|
|
|
1933
|
Hofer & Associates
Thousand Oaks,
California
|
$245K
|
-$22.1K
|
-225
|
-8%
|
|
|
1934
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$245K
|
+$1.96K
|
+20
|
+0.8%
|
|
|
1935
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$245K
|
+$982
|
+10
|
+0.4%
|
|
|
1936
|
Mirador Capital Partners
Pleasanton,
California
|
$244K
|
+$33.9K
|
+345
|
+15%
|
|
|
1937
|
Liberty Capital Management
Birmingham,
Michigan
|
$243K
|
–
|
–
|
–
|
|
|
1938
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$243K
|
+$4.22K
|
+43
|
+2%
|
|
|
1939
|
Gryphon Financial Partners
Columbus,
Ohio
|
$242K
|
+$8.15K
|
+83
|
+3%
|
|
|
1940
|
Sonen Capital
San Francisco,
California
|
$242K
|
+$36.7K
|
+374
|
+16%
|
|
|
1941
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$241K
|
+$3.34K
|
+34
|
+1%
|
|
|
1942
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$241K
|
+$39.3K
|
+400
|
+18%
|
|
|
1943
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$240K
|
+$22.3K
|
+227
|
+9%
|
|
|
1944
|
Baystate Wealth Management
Boston,
Massachusetts
|
$238K
|
+$17K
|
+173
|
+7%
|
|
|
1945
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$238K
|
+$2.06K
|
+21
|
+0.8%
|
|
|
1946
|
First Business Financial Services
Madison,
Wisconsin
|
$238K
|
+$13.8K
|
+141
|
+6%
|
|
|
1947
|
Atwater Malick
Lancaster,
Pennsylvania
|
$237K
|
–
|
–
|
–
|
|
|
1948
|
Vicus Capital
State College,
Pennsylvania
|
$237K
|
+$255K
|
+2,600
|
New
|
|
|
1949
|
AllSquare Wealth Management
Albany,
New York
|
$237K
|
–
|
–
|
–
|
|
|
1950
|
Israel Discount Bank of New York
New York
|
$237K
|
–
|
–
|
–
|
|
