|
1926
|
Pine Valley Investments
Marlton,
New Jersey
|
$204K
|
-$28.4K
|
-248
|
-12%
|
|
|
1927
|
Strategic Advisors
New York
|
$204K
|
+$199K
|
+1,737
|
New
|
|
|
1928
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$204K
|
+$199K
|
+1,737
|
New
|
|
|
1929
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$204K
|
+$199K
|
+1,735
|
New
|
|
|
1930
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$204K
|
+$199K
|
+1,735
|
New
|
|
|
1931
|
Douglas Lane & Associates
New York
|
$203K
|
+$198K
|
+1,729
|
New
|
|
|
1932
|
Oak Ridge Investments
Chicago,
Illinois
|
$203K
|
+$198K
|
+1,725
|
New
|
|
|
1933
|
Greenland Capital Management
New York
|
$203K
|
+$198K
|
+1,723
|
New
|
|
|
1934
|
First American Trust
Santa Ana,
California
|
$202K
|
-$75.2K
|
-656
|
-28%
|
|
|
1935
|
49 Wealth Management
Austin,
Texas
|
$202K
|
+$197K
|
+1,721
|
New
|
|
|
1936
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$202K
|
+$197K
|
+1,719
|
New
|
|
|
1937
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$202K
|
+$205K
|
+1,785
|
New
|
|
|
1938
|
Pathway Financial Advisers
Auburn,
Indiana
|
$201K
|
+$115
|
+1
|
+0.1%
|
|
|
1939
|
Old Port Advisors
Portland,
Maine
|
$201K
|
-$16.9K
|
-147
|
-8%
|
|
|
1940
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$198K
|
+$344
|
+3
|
+0.2%
|
|
|
1941
|
ORG Partners
Roanoke,
Indiana
|
$198K
|
-$32.5K
|
-283
|
-14%
|
|
|
1942
|
American National Bank & Trust
Wichita Falls,
Texas
|
$195K
|
–
|
–
|
–
|
|
|
1943
|
Annapolis Financial Services
Annapolis,
Maryland
|
$195K
|
–
|
–
|
–
|
|
|
1944
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$190K
|
-$12.4K
|
-108
|
-6%
|
|
|
1945
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$184K
|
–
|
–
|
–
|
|
|
1946
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$184K
|
-$327K
|
-2,855
|
-65%
|
|
|
1947
|
|
$182K
|
+$142K
|
+1,242
|
+407%
|
|
|
1948
|
CNB Bank
Clearfield,
Pennsylvania
|
$178K
|
–
|
–
|
–
|
|
|
1949
|
Asset Dedication LLC
San Francisco,
California
|
$176K
|
-$16.1K
|
-140
|
-9%
|
|
|
1950
|
Bruce G. Allen Investments
Denver,
Colorado
|
$175K
|
-$38.5K
|
-336
|
-18%
|
|
