|
1926
|
Keystone Wealth Partners
Chandler,
Arizona
|
$1.2M
|
+$194K
|
+590
|
+19%
|
|
|
1927
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.2M
|
+$90.3K
|
+275
|
+8%
|
|
|
1928
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$1.2M
|
-$70.9K
|
-216
|
-6%
|
|
|
1929
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.2M
|
+$37.8K
|
+115
|
+3%
|
|
|
1930
|
Childress Capital Advisors
Houston,
Texas
|
$1.2M
|
+$292K
|
+889
|
+32%
|
|
|
1931
|
Financial Engines Advisors
Santa Clara,
California
|
$1.2M
|
+$81.8K
|
+249
|
+7%
|
|
|
1932
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.19M
|
-$296K
|
-900
|
-20%
|
|
|
1933
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.18M
|
–
|
–
|
–
|
|
|
1934
|
Aspiriant LLC
Los Angeles,
California
|
$1.18M
|
-$48.3K
|
-147
|
-4%
|
|
|
1935
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.18M
|
+$2.3K
|
+7
|
+0.2%
|
|
|
1936
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.18M
|
–
|
–
|
–
|
|
|
1937
|
SSI Investment Management
Los Angeles,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
1938
|
Krane Funds Advisors
New York
|
$1.18M
|
+$331K
|
+1,007
|
+39%
|
|
|
1939
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.17M
|
+$56.8K
|
+173
|
+5%
|
|
|
1940
|
Bangor Savings Bank
Bangor,
Maine
|
$1.17M
|
-$5.25K
|
-16
|
-0.4%
|
|
|
1941
|
Diligent Investors
Redlands,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
1942
|
Zhang Financial
Portage,
Michigan
|
$1.17M
|
+$487K
|
+1,482
|
+71%
|
|
|
1943
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$1.17M
|
+$511K
|
+1,555
|
+78%
|
|
|
1944
|
Threadgill Financial
Spring,
Texas
|
$1.17M
|
+$1.16M
|
+3,533
|
New
|
|
|
1945
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.16M
|
+$13.8K
|
+42
|
+1%
|
|
|
1946
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.16M
|
+$132K
|
+402
|
+13%
|
|
|
1947
|
Evoke Wealth
Los Angeles,
California
|
$1.16M
|
-$48.9K
|
-149
|
-4%
|
|
|
1948
|
Hardy Reed
Tupelo,
Mississippi
|
$1.16M
|
-$46K
|
-140
|
-4%
|
|
|
1949
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.16M
|
–
|
–
|
–
|
|
|
1950
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.15M
|
+$34.8K
|
+106
|
+3%
|
|
