|
1926
|
MGB Wealth Management
Addison,
Texas
|
$286K
|
–
|
–
|
–
|
|
|
1927
|
State of Wyoming
Cheyenne,
Wyoming
|
$285K
|
-$372K
|
-1,020
|
-55%
|
|
|
1928
|
Athena Investment Management
Orinda,
California
|
$285K
|
-$2.92K
|
-8
|
-1%
|
|
|
1929
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$284K
|
+$59.4K
|
+163
|
+25%
|
|
|
1930
|
Cora Capital Advisors
Marlton,
New Jersey
|
$283K
|
-$1.09K
|
-3
|
-0.4%
|
|
|
1931
|
Matrix Asset Advisors
White Plains,
New York
|
$282K
|
–
|
–
|
–
|
|
|
1932
|
PGIM Custom Harvest
Newark,
New Jersey
|
$282K
|
+$15.7K
|
+43
|
+6%
|
|
|
1933
|
Financial Engines Advisors
Santa Clara,
California
|
$281K
|
+$8.38K
|
+23
|
+3%
|
|
|
1934
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$281K
|
-$11.7K
|
-32
|
-4%
|
|
|
1935
|
WestHill Financial Advisors
San Rafael,
California
|
$281K
|
–
|
–
|
–
|
|
|
1936
|
SSI Investment Management
Los Angeles,
California
|
$280K
|
-$303K
|
-830
|
-51%
|
|
|
1937
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$279K
|
+$293K
|
+804
|
New
|
|
|
1938
|
Summit Financial Group
Moorefield,
West Virginia
|
$279K
|
+$72.9K
|
+200
|
+33%
|
|
|
1939
|
Searle & Co
Greenwich,
Connecticut
|
$278K
|
–
|
–
|
–
|
|
|
1940
|
|
$277K
|
–
|
–
|
–
|
|
|
1941
|
Ignite Planners
San Clemente,
California
|
$276K
|
-$40.8K
|
-112
|
-12%
|
|
|
1942
|
CFM Wealth Partners
Austin,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
1943
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$276K
|
–
|
–
|
–
|
|
|
1944
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$275K
|
-$36.8K
|
-101
|
-10%
|
|
|
1945
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$275K
|
-$14.9K
|
-41
|
-5%
|
|
|
1946
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$275K
|
-$1.46K
|
-4
|
-0.5%
|
|
|
1947
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$275K
|
+$289K
|
+792
|
New
|
|
|
1948
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$274K
|
–
|
–
|
–
|
|
|
1949
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$274K
|
+$288K
|
+790
|
New
|
|
|
1950
|
Perennial Advisors
New York
|
$273K
|
–
|
–
|
–
|
|
