|
1926
|
AllSquare Wealth Management
Albany,
New York
|
$749K
|
–
|
–
|
–
|
|
|
1927
|
Sentinel Trust
Houston,
Texas
|
$748K
|
–
|
–
|
–
|
|
|
1928
|
New World Advisors
Hingham,
Massachusetts
|
$747K
|
–
|
–
|
–
|
|
|
1929
|
Hamilton Capital
Columbus,
Ohio
|
$746K
|
+$515K
|
+6,648
|
+215%
|
|
|
1930
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$744K
|
–
|
–
|
–
|
|
|
1931
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$744K
|
–
|
–
|
–
|
|
|
1932
|
PagnatoKarp Partners
Reston,
Virginia
|
$743K
|
+$29.9K
|
+386
|
+4%
|
|
|
1933
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$743K
|
+$38.9K
|
+502
|
+5%
|
|
|
1934
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$738K
|
–
|
–
|
–
|
|
|
1935
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$735K
|
-$26.7K
|
-345
|
-3%
|
|
|
1936
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$730K
|
-$5.22M
|
-67,492
|
-87%
|
|
|
1937
|
|
$730K
|
–
|
–
|
–
|
|
|
1938
|
Berkshire Money Management
Dalton,
Massachusetts
|
$730K
|
+$619
|
+8
|
+0.1%
|
|
|
1939
|
Salem Capital Management
Woburn,
Massachusetts
|
$729K
|
–
|
–
|
–
|
|
|
1940
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$727K
|
-$8.9K
|
-115
|
-1%
|
|
|
1941
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$726K
|
+$734K
|
+9,486
|
New
|
|
|
1942
|
Ausdal Financial Partners
Davenport,
Iowa
|
$725K
|
+$42.2K
|
+545
|
+6%
|
|
|
1943
|
Accredited Investors
Edina,
Minnesota
|
$725K
|
+$105K
|
+1,360
|
+17%
|
|
|
1944
|
AssetMark Inc
Concord,
California
|
$725K
|
+$175K
|
+2,261
|
+31%
|
|
|
1945
|
FundX Investment Group
San Francisco,
California
|
$723K
|
–
|
–
|
–
|
|
|
1946
|
Highland Private Wealth Management
Bellevue,
Washington
|
$721K
|
+$56.8K
|
+734
|
+8%
|
|
|
1947
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$718K
|
-$571K
|
-7,372
|
-42%
|
|
|
1948
|
Hoertkorn Richard Charles
|
$717K
|
-$3.87K
|
-50
|
-0.5%
|
|
|
1949
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$715K
|
–
|
–
|
–
|
|
|
1950
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$715K
|
–
|
–
|
–
|
|
