|
1926
|
Highland Financial Advisors
Wayne,
New Jersey
|
$514K
|
-$34.6K
|
-173
|
-6%
|
|
|
1927
|
Strid Group
Newtown Square,
Pennsylvania
|
$514K
|
–
|
–
|
–
|
|
|
1928
|
Resolute Wealth Advisor
Findlay,
Ohio
|
$513K
|
+$523K
|
+2,613
|
New
|
|
|
1929
|
Goldstein Advisors
Madison,
Wisconsin
|
$512K
|
–
|
–
|
–
|
|
|
1930
|
Romano Brothers & Co
Evanston,
Illinois
|
$512K
|
+$72.3K
|
+361
|
+16%
|
|
|
1931
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$510K
|
+$521K
|
+2,600
|
New
|
|
|
1932
|
Cladis Investment Advisory
Billings,
Montana
|
$510K
|
-$97.7K
|
-488
|
-16%
|
|
|
1933
|
Hills Bank & Trust
North Liberty,
Iowa
|
$510K
|
–
|
–
|
–
|
|
|
1934
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$508K
|
+$9.81K
|
+49
|
+2%
|
|
|
1935
|
Ariadne Wealth Management
Santa Barbara,
California
|
$507K
|
-$56.9K
|
-284
|
-10%
|
|
|
1936
|
SG Americas Securities
New York
|
$506K
|
+$517K
|
+2,580
|
New
|
|
|
1937
|
Harris Associates
Chicago,
Illinois
|
$505K
|
-$3.46M
|
-17,287
|
-87%
|
|
|
1938
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$504K
|
+$514K
|
+2,567
|
New
|
|
|
1939
|
Moseley Investment Management
Bradenton,
Florida
|
$504K
|
-$17.6K
|
-88
|
-3%
|
|
|
1940
|
United Wealth Management
Charlottesville,
Virginia
|
$503K
|
–
|
–
|
–
|
|
|
1941
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$502K
|
+$37K
|
+185
|
+8%
|
|
|
1942
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$500K
|
+$61.7K
|
+308
|
+14%
|
|
|
1943
|
Brookwood Investment Group
Phoenix,
Arizona
|
$499K
|
+$26.8K
|
+134
|
+6%
|
|
|
1944
|
Cottage Street Advisors
Marion,
Massachusetts
|
$499K
|
-$8.21K
|
-41
|
-2%
|
|
|
1945
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$497K
|
+$1.4K
|
+7
|
+0.3%
|
|
|
1946
|
Ankerstar Wealth
Leander,
Texas
|
$497K
|
-$276K
|
-1,378
|
-35%
|
|
|
1947
|
Portland Global Advisors
Portland,
Maine
|
$495K
|
-$79.9K
|
-399
|
-14%
|
|
|
1948
|
Private Advisory Group
Redmond,
Washington
|
$495K
|
+$202K
|
+1,008
|
+66%
|
|
|
1949
|
Tucker Asset Management
Littleton,
Colorado
|
$495K
|
+$234K
|
+1,167
|
+86%
|
|
|
1950
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$493K
|
+$240K
|
+1,201
|
+91%
|
|
