|
1926
|
Acima Private Wealth
Richmond,
Virginia
|
$208K
|
–
|
–
|
–
|
|
|
1927
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$208K
|
+$15.7K
|
+43
|
+7%
|
|
|
1928
|
Affinity Capital Advisors
Berkeley,
California
|
$208K
|
+$232K
|
+635
|
New
|
|
|
1929
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$207K
|
+$5.84K
|
+16
|
+3%
|
|
|
1930
|
Gibson Capital
Wexford,
Pennsylvania
|
$206K
|
–
|
–
|
–
|
|
|
1931
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$206K
|
+$365
|
+1
|
+0.2%
|
|
|
1932
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$205K
|
–
|
–
|
–
|
|
|
1933
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$201K
|
–
|
–
|
–
|
|
|
1934
|
|
$200K
|
–
|
–
|
–
|
|
|
1935
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$197K
|
+$17.2M
|
+46,996
|
+10%
|
|
|
1936
|
Insight Inv LLC
El Segundo,
California
|
$196K
|
–
|
–
|
–
|
|
|
1937
|
Valley Wealth Managers
Paramus,
New Jersey
|
$192K
|
+$365
|
+1
|
+0.2%
|
|
|
1938
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$191K
|
–
|
–
|
–
|
|
|
1939
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$190K
|
+$9.13K
|
+25
|
+5%
|
|
|
1940
|
Milestone Wealth
Buffalo,
New York
|
$189K
|
–
|
–
|
–
|
|
|
1941
|
City State Bank
Norwalk,
Iowa
|
$182K
|
–
|
–
|
–
|
|
|
1942
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$172K
|
–
|
–
|
–
|
|
|
1943
|
Pacifica Partners
Surrey,
Canada
|
$167K
|
–
|
–
|
–
|
|
|
1944
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$164K
|
-$70.9K
|
-194
|
-28%
|
|
|
1945
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$153K
|
-$4.04M
|
-11,060
|
-96%
|
|
|
1946
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$144K
|
-$14.2K
|
-39
|
-8%
|
|
|
1947
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$143K
|
+$730
|
+2
|
+0.5%
|
|
|
1948
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$133K
|
-$484K
|
-1,324
|
-77%
|
|
|
1949
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$131K
|
–
|
–
|
–
|
|
|
1950
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$131K
|
–
|
–
|
–
|
|
