|
1926
|
Frisch Financial Group
Melville,
New York
|
$422K
|
+$32K
|
+142
|
+9%
|
|
|
1927
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$420K
|
+$400K
|
+1,776
|
New
|
|
|
1928
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$419K
|
–
|
–
|
–
|
|
|
1929
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$419K
|
+$1.13K
|
+5
|
+0.3%
|
|
|
1930
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$419K
|
+$45.8K
|
+203
|
+13%
|
|
|
1931
|
Key Financial Inc
West Chester,
Pennsylvania
|
$419K
|
–
|
–
|
–
|
|
|
1932
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$418K
|
–
|
–
|
–
|
|
|
1933
|
Cromwell Holdings
Jackson,
Wyoming
|
$417K
|
-$1.35K
|
-6
|
-0.3%
|
|
|
1934
|
Sachetta
Lynnfield,
Massachusetts
|
$417K
|
+$60.2K
|
+267
|
+18%
|
|
|
1935
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$416K
|
+$396K
|
+1,759
|
New
|
|
|
1936
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$414K
|
-$4.51K
|
-20
|
-1%
|
|
|
1937
|
Madrona Financial Services
Everett,
Washington
|
$414K
|
-$225
|
-1
|
-0.1%
|
|
|
1938
|
Patten Group
Chattanooga,
Tennessee
|
$414K
|
–
|
–
|
–
|
|
|
1939
|
M. Kraus & Co
Shelburne,
Vermont
|
$413K
|
–
|
–
|
–
|
|
|
1940
|
Aristotle Capital Management
Los Angeles,
California
|
$412K
|
–
|
–
|
–
|
|
|
1941
|
Strategic Blueprint
Atlanta,
Georgia
|
$412K
|
-$9.92K
|
-44
|
-2%
|
|
|
1942
|
Millstone Evans Group
Boulder,
Colorado
|
$411K
|
-$14.7K
|
-65
|
-4%
|
|
|
1943
|
Calton & Associates
Tampa,
Florida
|
$411K
|
+$3.83K
|
+17
|
+1%
|
|
|
1944
|
Bell Bank
Fargo,
North Dakota
|
$411K
|
+$48.5K
|
+215
|
+14%
|
|
|
1945
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$410K
|
-$22.5K
|
-100
|
-5%
|
|
|
1946
|
Cobblestone Capital Advisors
Rochester,
New York
|
$410K
|
+$15.6K
|
+69
|
+4%
|
|
|
1947
|
|
$409K
|
–
|
–
|
–
|
|
|
1948
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$409K
|
+$1.58K
|
+7
|
+0.4%
|
|
|
1949
|
Perennial Investment Advisors
Los Angeles,
California
|
$409K
|
+$13.1K
|
+58
|
+3%
|
|
|
1950
|
Klingman & Associates
New York
|
$408K
|
-$19.2K
|
-85
|
-5%
|
|
