|
1926
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$62.3K
|
-$637
|
-21
|
-1%
|
|
|
1927
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$62.3K
|
+$36.4K
|
+1,200
|
+145%
|
|
|
1928
|
Nemes Rush Group
Novi,
Michigan
|
$61.9K
|
+$42.2K
|
+1,390
|
+222%
|
|
|
1929
|
Barclays
London,
United Kingdom
|
$61.4K
|
+$60.7K
|
+2,000
|
New
|
|
|
1930
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$61.3K
|
+$243
|
+8
|
+0.4%
|
|
|
1931
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$61K
|
+$16K
|
+526
|
+36%
|
|
|
1932
|
Covestor
London,
United Kingdom
|
$60K
|
-$4.7K
|
-155
|
-7%
|
|
|
1933
|
Triumph Capital Management
Denver,
Colorado
|
$59.3K
|
+$19.2K
|
+632
|
+49%
|
|
|
1934
|
Pin Oak Investment Advisors
Houston,
Texas
|
$59K
|
+$485
|
+16
|
+0.8%
|
|
|
1935
|
Van Den Berg Management I
Austin,
Texas
|
$58.3K
|
–
|
–
|
–
|
|
|
1936
|
Kennebec Savings Bank
Augusta,
Maine
|
$56.5K
|
+$5.4K
|
+178
|
+11%
|
|
|
1937
|
Robinswood Financial
Kirkland,
Washington
|
$55.8K
|
–
|
–
|
–
|
|
|
1938
|
CNB Bank
Clearfield,
Pennsylvania
|
$55.3K
|
–
|
–
|
–
|
|
|
1939
|
Founders Capital Management (Texas)
Houston,
Texas
|
$55.2K
|
–
|
–
|
–
|
|
|
1940
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$54.1K
|
-$1.61M
|
-53,230
|
-97%
|
|
|
1941
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$53.8K
|
+$61
|
+2
|
+0.1%
|
|
|
1942
|
Godfrey Financial Associates
Glenmont,
New York
|
$53.6K
|
+$394
|
+13
|
+0.8%
|
|
|
1943
|
Versant Capital Management
Phoenix,
Arizona
|
$51.8K
|
-$7.37K
|
-243
|
-13%
|
|
|
1944
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
$50.5K
|
+$49.9K
|
+1,645
|
New
|
|
|
1945
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$50.2K
|
–
|
–
|
–
|
|
|
1946
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$49.8K
|
-$1.03K
|
-34
|
-2%
|
|
|
1947
|
Operose Advisors
Milwaukee,
Wisconsin
|
$48.4K
|
+$2.52K
|
+83
|
+6%
|
|
|
1948
|
Destiny Wealth Partners
Tavares,
Florida
|
$47.7K
|
+$47.2K
|
+1,556
|
New
|
|
|
1949
|
Hughes Financial Services
Herndon,
Virginia
|
$46.2K
|
–
|
–
|
–
|
|
|
1950
|
Frazier Financial Advisors
Columbus,
Ohio
|
$46K
|
+$61
|
+2
|
+0.1%
|
|
