|
1926
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$289K
|
+$293K
|
+3,008
|
New
|
|
|
1927
|
First Bankers Trust
Louisville,
Kentucky
|
$289K
|
–
|
–
|
–
|
|
|
1928
|
Key Financial Inc
West Chester,
Pennsylvania
|
$288K
|
–
|
–
|
–
|
|
|
1929
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$288K
|
+$26.3K
|
+270
|
+10%
|
|
|
1930
|
Sage Rhino Capital
Menlo Park,
California
|
$288K
|
+$1.85K
|
+19
|
+0.6%
|
|
|
1931
|
Carlson Capital Management
Northfield,
Minnesota
|
$287K
|
-$8.08K
|
-83
|
-3%
|
|
|
1932
|
Private Advisory Group
Redmond,
Washington
|
$286K
|
–
|
–
|
–
|
|
|
1933
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$286K
|
+$24.4K
|
+251
|
+9%
|
|
|
1934
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$285K
|
+$584
|
+6
|
+0.2%
|
|
|
1935
|
Tempus Wealth Planning
Irvine,
California
|
$283K
|
–
|
–
|
–
|
|
|
1936
|
BetterWealth
San Jose,
California
|
$283K
|
+$2.04K
|
+21
|
+0.7%
|
|
|
1937
|
Journey Advisory Group
Covington,
Kentucky
|
$283K
|
+$19.5K
|
+200
|
+7%
|
|
|
1938
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$282K
|
+$29.2K
|
+300
|
+11%
|
|
|
1939
|
Archer Investment Corporation
Carmel,
Indiana
|
$282K
|
-$17.4K
|
-179
|
-6%
|
|
|
1940
|
Colonial Trust
Spartanburg,
South Carolina
|
$281K
|
+$6.72K
|
+69
|
+2%
|
|
|
1941
|
The Family Firm
Bethesda,
Maryland
|
$281K
|
+$1.36K
|
+14
|
+0.5%
|
|
|
1942
|
REDW Wealth
Albuquerque,
New Mexico
|
$280K
|
–
|
–
|
–
|
|
|
1943
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$280K
|
-$8.56K
|
-88
|
-3%
|
|
|
1944
|
Steele Capital Management
Dubuque,
Iowa
|
$280K
|
+$283K
|
+2,912
|
New
|
|
|
1945
|
BIP Wealth
Atlanta,
Georgia
|
$280K
|
+$283K
|
+2,912
|
New
|
|
|
1946
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$279K
|
–
|
–
|
–
|
|
|
1947
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$278K
|
–
|
–
|
–
|
|
|
1948
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$278K
|
+$1.17K
|
+12
|
+0.4%
|
|
|
1949
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$278K
|
–
|
–
|
–
|
|
|
1950
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$278K
|
–
|
–
|
–
|
|
