|
1926
|
Florida Financial Advisors
Tampa,
Florida
|
$2.2M
|
+$91.4K
|
+92
|
+4%
|
|
|
1927
|
MKT Advisors
Escondido,
California
|
$2.19M
|
–
|
–
|
–
|
|
|
1928
|
McDonald Partners
Cleveland,
Ohio
|
$2.19M
|
-$1.99K
|
-2
|
-0.1%
|
|
|
1929
|
Aspiriant LLC
Los Angeles,
California
|
$2.19M
|
+$79.5K
|
+80
|
+4%
|
|
|
1930
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$2.18M
|
+$24.8K
|
+25
|
+1%
|
|
|
1931
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$2.18M
|
+$99.4K
|
+100
|
+5%
|
|
|
1932
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$2.18M
|
–
|
–
|
–
|
|
|
1933
|
GTS Securities
Miami,
Florida
|
$2.18M
|
-$3.74M
|
-3,760
|
-63%
|
|
|
1934
|
Waypoint Wealth Partners
Mill Valley,
California
|
$2.18M
|
+$747K
|
+752
|
+52%
|
|
|
1935
|
Iowa State Bank
Urbandale,
Iowa
|
$2.18M
|
+$31.8K
|
+32
|
+1%
|
|
|
1936
|
Portside Wealth Group
Provo,
Utah
|
$2.17M
|
+$466K
|
+469
|
+27%
|
|
|
1937
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$2.17M
|
-$46.7K
|
-47
|
-2%
|
|
|
1938
|
Rinkey Investments
San Diego,
California
|
$2.17M
|
+$92.4K
|
+93
|
+4%
|
|
|
1939
|
Net Worth Advisory Group
Sandy,
Utah
|
$2.17M
|
+$1.33M
|
+1,337
|
+156%
|
|
|
1940
|
Wellington Shields Capital Management
New York
|
$2.17M
|
–
|
–
|
–
|
|
|
1941
|
Sunpointe
St. Louis,
Missouri
|
$2.17M
|
+$1.64M
|
+1,652
|
+307%
|
|
|
1942
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$2.16M
|
+$82.5K
|
+83
|
+4%
|
|
|
1943
|
First American Trust
Santa Ana,
California
|
$2.16M
|
+$84.5K
|
+85
|
+4%
|
|
|
1944
|
Delta Asset Management
Memphis,
Tennessee
|
$2.16M
|
–
|
–
|
–
|
|
|
1945
|
Wealth Group
Raleigh,
North Carolina
|
$2.15M
|
-$557K
|
-560
|
-20%
|
|
|
1946
|
Towerpoint Wealth
Sacramento,
California
|
$2.15M
|
+$14.9K
|
+15
|
+0.7%
|
|
|
1947
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$2.14M
|
+$99.4K
|
+100
|
+5%
|
|
|
1948
|
Circle Wealth Management
Summit,
New Jersey
|
$2.14M
|
-$240K
|
-241
|
-10%
|
|
|
1949
|
Fortitude Family Office
Scottsdale,
Arizona
|
$2.14M
|
-$474K
|
-477
|
-18%
|
|
|
1950
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.14M
|
+$8.95K
|
+9
|
+0.4%
|
|
