|
1926
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$162K
|
+$149K
|
+5,058
|
New
|
|
|
1927
|
Integrated Wealth Counsel
Carmel,
California
|
$147K
|
–
|
–
|
–
|
|
|
1928
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$146K
|
+$134K
|
+4,541
|
New
|
|
|
1929
|
New England Asset Management
Farmington,
Connecticut
|
$144K
|
–
|
–
|
–
|
|
|
1930
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$140K
|
+$177
|
+6
|
+0.1%
|
|
|
1931
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$136K
|
-$84K
|
-2,846
|
-40%
|
|
|
1932
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$134K
|
+$325
|
+11
|
+0.3%
|
|
|
1933
|
EARNEST Partners
Atlanta,
Georgia
|
$130K
|
+$119K
|
+4,046
|
New
|
|
|
1934
|
Wealthcare Capital Management
Richmond,
Virginia
|
$126K
|
+$9.83K
|
+333
|
+9%
|
|
|
1935
|
Davidson Investment Advisors
Great Falls,
Montana
|
$120K
|
+$9.77K
|
+331
|
+10%
|
|
|
1936
|
Financial Advisors Network
Tustin,
California
|
$120K
|
+$111K
|
+3,772
|
New
|
|
|
1937
|
Empirical Finance
Havertown,
Pennsylvania
|
$116K
|
+$106K
|
+3,599
|
New
|
|
|
1938
|
Cutler Group
San Francisco,
California
|
$111K
|
-$95.4K
|
-3,233
|
-48%
|
|
|
1939
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$111K
|
-$3.92K
|
-133
|
-4%
|
|
|
1940
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$110K
|
–
|
–
|
–
|
|
|
1941
|
Westside Investment Management
Santa Monica,
California
|
$109K
|
+$105K
|
+3,551
|
New
|
|
|
1942
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$108K
|
–
|
–
|
–
|
|
|
1943
|
LBA Wealth Management
Jacksonville,
Florida
|
$107K
|
-$44K
|
-1,492
|
-31%
|
|
|
1944
|
MU Investments Company
Tokyo,
Japan
|
$106K
|
-$50.8K
|
-1,721
|
-34%
|
|
|
1945
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$105K
|
-$501K
|
-16,978
|
-84%
|
|
|
1946
|
Simon Quick Advisors
Morristown,
New Jersey
|
$102K
|
+$93.7K
|
+3,176
|
New
|
|
|
1947
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$100K
|
+$92.2K
|
+3,125
|
New
|
|
|
1948
|
Tarbox Family Office
Newport Beach,
California
|
$94K
|
-$325
|
-11
|
-0.4%
|
|
|
1949
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$92K
|
–
|
–
|
–
|
|
|
1950
|
Marshall & Sullivan
Seattle,
Washington
|
$90K
|
-$8.38K
|
-284
|
-9%
|
|
