|
1926
|
|
$43K
|
–
|
–
|
–
|
|
|
1927
|
AllSquare Wealth Management
Albany,
New York
|
$42.4K
|
–
|
–
|
–
|
|
|
1928
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$42.1K
|
–
|
–
|
–
|
|
|
1929
|
Winch Advisory Services
Appleton,
Wisconsin
|
$42K
|
–
|
–
|
–
|
|
|
1930
|
J. Safra Asset Management
New York
|
$41.5K
|
+$31.2K
|
+205
|
+707%
|
|
|
1931
|
Financial Avengers
Oakland,
California
|
$41.5K
|
+$152
|
+1
|
+0.4%
|
|
|
1932
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$39.9K
|
–
|
–
|
–
|
|
|
1933
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$39.2K
|
–
|
–
|
–
|
|
|
1934
|
Castleview Partners
Dallas,
Texas
|
$38.8K
|
–
|
–
|
–
|
|
|
1935
|
Pin Oak Investment Advisors
Houston,
Texas
|
$38K
|
–
|
–
|
–
|
|
|
1936
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$38K
|
+$32.6K
|
+214
|
New
|
|
|
1937
|
|
$37.9K
|
-$189K
|
-1,244
|
-85%
|
|
|
1938
|
Scarborough Advisors
Annapolis,
Maryland
|
$36K
|
-$304
|
-2
|
-1%
|
|
|
1939
|
Private Wealth Management Group
Princeton,
New Jersey
|
$35.6K
|
–
|
–
|
–
|
|
|
1940
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$35.4K
|
–
|
–
|
–
|
|
|
1941
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$35.4K
|
–
|
–
|
–
|
|
|
1942
|
Gould Capital
Tacoma,
Washington
|
$35.4K
|
–
|
–
|
–
|
|
|
1943
|
Retirement Group
San Diego,
California
|
$35.1K
|
+$13.8K
|
+91
|
+85%
|
|
|
1944
|
OFI Invest Asset Management
Paris,
France
|
$34.8K
|
-$3.96K
|
-26
|
-11%
|
|
|
1945
|
Abound Wealth Management
Franklin,
Tennessee
|
$34.1K
|
-$7.45K
|
-49
|
-20%
|
|
|
1946
|
Annapolis Financial Services
Annapolis,
Maryland
|
$33.7K
|
–
|
–
|
–
|
|
|
1947
|
NCP Inc
La Quinta,
California
|
$33.2K
|
+$28.6K
|
+188
|
New
|
|
|
1948
|
Key Financial Inc
West Chester,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
1949
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$32.6K
|
-$36.5K
|
-240
|
-57%
|
|
|
1950
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$32.2K
|
–
|
–
|
–
|
|
