|
1926
|
Sunpointe
St. Louis,
Missouri
|
$287K
|
+$23K
|
+70
|
+9%
|
|
|
1927
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$286K
|
–
|
–
|
–
|
|
|
1928
|
Athena Investment Management
Orinda,
California
|
$286K
|
-$4.28K
|
-13
|
-2%
|
|
|
1929
|
SSI Investment Management
Los Angeles,
California
|
$286K
|
–
|
–
|
–
|
|
|
1930
|
Values Added Financial
Washington,
District of Columbia
|
$286K
|
+$8.55K
|
+26
|
+3%
|
|
|
1931
|
BTS Asset Management
Lincoln,
Massachusetts
|
$286K
|
+$267K
|
+813
|
New
|
|
|
1932
|
TCFG Wealth Management
Laguna Niguel,
California
|
$285K
|
+$265K
|
+807
|
New
|
|
|
1933
|
Matrix Asset Advisors
White Plains,
New York
|
$285K
|
–
|
–
|
–
|
|
|
1934
|
Searle & Co
Greenwich,
Connecticut
|
$284K
|
-$13.5K
|
-41
|
-5%
|
|
|
1935
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$283K
|
+$264K
|
+802
|
New
|
|
|
1936
|
Core Wealth Partners
Santa Rosa,
California
|
$283K
|
-$8.88K
|
-27
|
-3%
|
|
|
1937
|
Prosperity Wealth Management
San Ramon,
California
|
$283K
|
+$263K
|
+800
|
New
|
|
|
1938
|
|
$282K
|
–
|
–
|
–
|
|
|
1939
|
Ignite Planners
San Clemente,
California
|
$282K
|
-$10.2K
|
-31
|
-4%
|
|
|
1940
|
SP Asset Management
Cupertino,
California
|
$282K
|
-$80.9K
|
-246
|
-24%
|
|
|
1941
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$281K
|
-$57.2K
|
-174
|
-18%
|
|
|
1942
|
Strategic Financial Concepts
San Antonio,
Texas
|
$281K
|
-$30M
|
-91,381
|
-99%
|
|
|
1943
|
Curated Wealth Partners
El Segundo,
California
|
$280K
|
+$23.7K
|
+72
|
+10%
|
|
|
1944
|
Optivise Advisory Services
Franklin,
Tennessee
|
$280K
|
+$260K
|
+791
|
New
|
|
|
1945
|
Facet Wealth Inc
Baltimore,
Maryland
|
$279K
|
-$222K
|
-674
|
-46%
|
|
|
1946
|
Hohimer Wealth Management
Seattle,
Washington
|
$279K
|
+$259K
|
+788
|
New
|
|
|
1947
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$279K
|
+$21.4K
|
+65
|
+9%
|
|
|
1948
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$278K
|
-$11.8K
|
-36
|
-4%
|
|
|
1949
|
Petrus Trust Company
Dallas,
Texas
|
$278K
|
+$259K
|
+787
|
New
|
|
|
1950
|
Harvey Investment Company
Louisville,
Kentucky
|
$276K
|
+$256K
|
+780
|
New
|
|
