|
1926
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$1.26M
|
-$674K
|
-4,784
|
-35%
|
|
|
1927
|
PSI Advisors
Tampa,
Florida
|
$1.26M
|
-$86K
|
-610
|
-6%
|
|
|
1928
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.26M
|
+$664K
|
+4,709
|
+116%
|
|
|
1929
|
Trek Financial
Scottsdale,
Arizona
|
$1.25M
|
-$75.3K
|
-534
|
-6%
|
|
|
1930
|
Somerset Group
Wayzata,
Minnesota
|
$1.25M
|
-$952K
|
-6,755
|
-44%
|
|
|
1931
|
S.A. Mason
Holland,
Michigan
|
$1.25M
|
-$75.8K
|
-538
|
-6%
|
|
|
1932
|
TigerOak Management
Albuquerque,
New Mexico
|
$1.25M
|
-$30.9K
|
-219
|
-2%
|
|
|
1933
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.25M
|
-$28.8K
|
-204
|
-2%
|
|
|
1934
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.25M
|
-$754K
|
-5,352
|
-38%
|
|
|
1935
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$1.25M
|
+$18K
|
+128
|
+1%
|
|
|
1936
|
VPR Management
Houston,
Texas
|
$1.25M
|
+$705K
|
+5,000
|
+135%
|
|
|
1937
|
Centennial Bank
Conway,
Arkansas
|
$1.24M
|
+$12.5K
|
+89
|
+1%
|
|
|
1938
|
Bridgewater Advisors
New York
|
$1.24M
|
+$131K
|
+926
|
+13%
|
|
|
1939
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.24M
|
–
|
–
|
–
|
|
|
1940
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.24M
|
+$701K
|
+4,970
|
+135%
|
|
|
1941
|
Apeiron RIA
Dallas,
Texas
|
$1.24M
|
+$32.6K
|
+231
|
+3%
|
|
|
1942
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.24M
|
+$45.5K
|
+323
|
+4%
|
|
|
1943
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$1.23M
|
-$586K
|
-4,160
|
-33%
|
|
|
1944
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.23M
|
-$17.6K
|
-125
|
-1%
|
|
|
1945
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$1.23M
|
-$748K
|
-5,305
|
-38%
|
|
|
1946
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.23M
|
+$49.5K
|
+351
|
+4%
|
|
|
1947
|
BXM Wealth
Englewood,
Colorado
|
$1.23M
|
-$303K
|
-2,151
|
-20%
|
|
|
1948
|
Elyxium Wealth
San Mateo,
California
|
$1.22M
|
-$103K
|
-728
|
-8%
|
|
|
1949
|
CVA Family Office
Denver,
Colorado
|
$1.22M
|
-$137K
|
-973
|
-10%
|
|
|
1950
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.22M
|
+$564
|
+4
|
+0%
|
|
