|
1926
|
Union Savings Bank
Litchfield,
Connecticut
|
$98.2K
|
–
|
–
|
–
|
|
|
1927
|
Clearstead Trust
Portland,
Maine
|
$97.6K
|
–
|
–
|
–
|
|
|
1928
|
LGT Financial Advisors
Dallas,
Texas
|
$92.6K
|
+$290
|
+6
|
+0.3%
|
|
|
1929
|
Caitlin John
Brighton,
Michigan
|
$90.5K
|
+$84.3K
|
+1,746
|
New
|
|
|
1930
|
Wolff Wiese Magana
Carslbad,
California
|
$89.2K
|
+$6.08K
|
+126
|
+8%
|
|
|
1931
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$88.3K
|
–
|
–
|
–
|
|
|
1932
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$85.8K
|
+$79.9K
|
+1,656
|
New
|
|
|
1933
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$85.2K
|
+$79.4K
|
+1,644
|
New
|
|
|
1934
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$85K
|
+$34.2K
|
+708
|
+76%
|
|
|
1935
|
American National Bank & Trust
Wichita Falls,
Texas
|
$84.6K
|
+$53.6K
|
+1,110
|
+213%
|
|
|
1936
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$83K
|
+$38.8K
|
+804
|
+101%
|
|
|
1937
|
Bray Capital Advisors
Naples,
Florida
|
$82.5K
|
–
|
–
|
–
|
|
|
1938
|
Windsor Advisory Group
Columbus,
Ohio
|
$81.5K
|
+$75.9K
|
+1,572
|
New
|
|
|
1939
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$76.8K
|
–
|
–
|
–
|
|
|
1940
|
Concord Wealth Partners
Abingdon,
Virginia
|
$75.6K
|
–
|
–
|
–
|
|
|
1941
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$71.7K
|
+$290
|
+6
|
+0.4%
|
|
|
1942
|
Barclays
London,
United Kingdom
|
$70.6K
|
–
|
–
|
–
|
|
|
1943
|
Insight Inv LLC
El Segundo,
California
|
$69.3K
|
–
|
–
|
–
|
|
|
1944
|
Running Point Capital Advisors
El Segundo,
California
|
$66.8K
|
–
|
–
|
–
|
|
|
1945
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$65.9K
|
+$192K
|
+3,984
|
New
|
|
|
1946
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$65.5K
|
-$26.6K
|
-552
|
-30%
|
|
|
1947
|
Planned Solutions
Folsom,
California
|
$63.4K
|
+$59.1K
|
+1,224
|
New
|
|
|
1948
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$62.2K
|
–
|
–
|
–
|
|
|
1949
|
Moser Wealth Advisors
Bellevue,
Washington
|
$62.2K
|
–
|
–
|
–
|
|
|
1950
|
Dunhill Financial
London,
United Kingdom
|
$62.2K
|
+$57.9K
|
+1,200
|
New
|
|
