|
1926
|
Zhang Financial
Portage,
Michigan
|
$1.04M
|
–
|
–
|
–
|
|
|
1927
|
Severin Investments
St. Louis,
Missouri
|
$1.04M
|
-$100K
|
-1,891
|
-9%
|
|
|
1928
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.04M
|
+$1M
|
+18,974
|
New
|
|
|
1929
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$1.04M
|
+$998K
|
+18,884
|
New
|
|
|
1930
|
Klingman & Associates
New York
|
$1.04M
|
+$65.1K
|
+1,231
|
+7%
|
|
|
1931
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.04M
|
-$4.55K
|
-86
|
-0.5%
|
|
|
1932
|
|
$1.03M
|
+$91.2K
|
+1,726
|
+10%
|
|
|
1933
|
Calton & Associates
Tampa,
Florida
|
$1.03M
|
+$993K
|
+18,779
|
New
|
|
|
1934
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$1.03M
|
-$29.9K
|
-565
|
-3%
|
|
|
1935
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.03M
|
+$19.5K
|
+368
|
+2%
|
|
|
1936
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.03M
|
+$7.93K
|
+150
|
+0.8%
|
|
|
1937
|
Southern Financial Group
Birmingham,
Alabama
|
$1.03M
|
+$987K
|
+18,665
|
New
|
|
|
1938
|
Mason & Associates (California)
Los Angeles,
California
|
$1.03M
|
+$87.4K
|
+1,654
|
+10%
|
|
|
1939
|
Crux Wealth Advisors
Long Beach,
California
|
$1.03M
|
-$3.75K
|
-71
|
-0.4%
|
|
|
1940
|
Barrett & Company
Providence,
Rhode Island
|
$1.03M
|
-$132K
|
-2,497
|
-12%
|
|
|
1941
|
Spinnaker Trust
Portland,
Maine
|
$1.03M
|
+$187K
|
+3,530
|
+23%
|
|
|
1942
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.02M
|
-$15.8K
|
-299
|
-2%
|
|
|
1943
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
1944
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.02M
|
+$313K
|
+5,919
|
+47%
|
|
|
1945
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$1.02M
|
-$19.3K
|
-365
|
-2%
|
|
|
1946
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$1.02M
|
+$980K
|
+18,547
|
New
|
|
|
1947
|
PAR Capital Management
Boston,
Massachusetts
|
$1.02M
|
+$15.9K
|
+300
|
+2%
|
|
|
1948
|
Cypress Asset Management
Houston,
Texas
|
$1.02M
|
–
|
–
|
–
|
|
|
1949
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$1.02M
|
-$1.22K
|
-23
|
-0.1%
|
|
|
1950
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.02M
|
-$53.9K
|
-1,020
|
-5%
|
|
