|
1926
|
Lindbrook Capital
Calabasas,
California
|
$1.11B
|
-$20.5M
|
-2%
|
|
|
2,969
|
|
|
|
1927
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$1.11B
|
-$118M
|
-10%
|
|
|
90
|
|
|
|
1928
|
|
$1.11B
|
-$479M
|
-30%
|
|
|
37
|
|
|
|
1929
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$1.1B
|
+$10.6M
|
+1%
|
|
|
348
|
|
|
|
1930
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.1B
|
-$10.5M
|
-0.9%
|
|
|
326
|
|
|
|
1931
|
|
$1.1B
|
+$182M
|
+20%
|
|
|
497
|
|
|
|
1932
|
GDS Wealth Management
Flower Mound,
Texas
|
$1.1B
|
+$71.4M
|
+7%
|
|
|
178
|
|
|
|
1933
|
Verity & Verity
Beaufort,
South Carolina
|
$1.1B
|
+$75.2M
|
+7%
|
|
|
137
|
|
|
|
1934
|
RWWM Inc
Rocklin,
California
|
$1.09B
|
+$12.3M
|
+1%
|
|
|
21
|
|
|
|
1935
|
Regeneron Pharmaceuticals
Tarrytown,
New York
|
$1.09B
|
–
|
–
|
|
|
6
|
|
|
|
1936
|
Mirabella Financial Services
London,
United Kingdom
|
$1.09B
|
-$687M
|
-39%
|
|
|
294
|
|
|
|
1937
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.09B
|
+$46.9M
|
+4%
|
|
|
509
|
|
|
|
1938
|
Stack Financial Management
Whitefish,
Montana
|
$1.09B
|
-$20.3M
|
-2%
|
|
|
52
|
|
|
|
1939
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.09B
|
+$12.9M
|
+1%
|
|
|
104
|
|
|
|
1940
|
Fusion Family Wealth
Woodbury,
New York
|
$1.09B
|
+$4.7M
|
+0.4%
|
|
|
46
|
|
|
|
1941
|
XML Financial
Bethesda,
Maryland
|
$1.09B
|
+$12.8M
|
+1%
|
|
|
371
|
|
|
|
1942
|
United Asset Strategies
Garden City,
New York
|
$1.09B
|
+$15.9M
|
+1%
|
|
|
252
|
|
|
|
1943
|
Recurrent Investment Advisors
Houston,
Texas
|
$1.09B
|
+$83.7M
|
+8%
|
|
|
68
|
|
|
|
1944
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.09B
|
+$29.3M
|
+3%
|
|
|
398
|
|
|
|
1945
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$1.09B
|
-$99.1M
|
-8%
|
|
|
471
|
|
|
|
1946
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.08B
|
-$33.5M
|
-3%
|
|
|
205
|
|
|
|
1947
|
Soltis Investment Advisors
St. George,
Utah
|
$1.08B
|
+$56.3M
|
+6%
|
|
|
399
|
|
|
|
1948
|
BTC Capital Management
Des Moines,
Iowa
|
$1.08B
|
-$46M
|
-4%
|
|
|
215
|
|
|
|
1949
|
WBH Advisory
Baltimore,
Maryland
|
$1.08B
|
+$21.6M
|
+2%
|
|
|
335
|
|
|
|
1950
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.08B
|
+$129M
|
+14%
|
|
|
664
|
|
|