|
1926
|
Mather Group
Chicago,
Illinois
|
$3.79M
|
-$1.79M
|
-8,496
|
-32%
|
|
|
1927
|
Aries Wealth Management
Portland,
Maine
|
$3.77M
|
-$63.2K
|
-300
|
-2%
|
|
|
1928
|
Banco de Sabadell
Miami,
Florida
|
$3.77M
|
-$151K
|
-718
|
-4%
|
|
|
1929
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.76M
|
+$189K
|
+899
|
+5%
|
|
|
1930
|
Cetera Trust Company
St. Paul,
Minnesota
|
$3.76M
|
+$59K
|
+280
|
+2%
|
|
|
1931
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$3.76M
|
+$16.4K
|
+78
|
+0.4%
|
|
|
1932
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$3.76M
|
+$3.76M
|
+17,838
|
New
|
|
|
1933
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$3.75M
|
-$3.77M
|
-17,892
|
-50%
|
|
|
1934
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$3.74M
|
+$84K
|
+399
|
+2%
|
|
|
1935
|
Forza Wealth Management
Sarasota,
Florida
|
$3.74M
|
+$103K
|
+489
|
+3%
|
|
|
1936
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$3.73M
|
-$170K
|
-809
|
-4%
|
|
|
1937
|
Dover Advisors
Richmond,
Virginia
|
$3.72M
|
+$55.6K
|
+264
|
+2%
|
|
|
1938
|
Mattson Financial Services
Kentwood,
Michigan
|
$3.72M
|
-$25.5K
|
-121
|
-0.7%
|
|
|
1939
|
Nvest Financial
Portsmouth,
New Hampshire
|
$3.7M
|
-$45.1K
|
-214
|
-1%
|
|
|
1940
|
CNB Bank
Clearfield,
Pennsylvania
|
$3.7M
|
-$119K
|
-564
|
-3%
|
|
|
1941
|
Cynosure Group
Salt Lake City,
Utah
|
$3.7M
|
+$88.9K
|
+422
|
+2%
|
|
|
1942
|
Tyche Wealth Partners
Plano,
Texas
|
$3.7M
|
-$87.6K
|
-416
|
-2%
|
|
|
1943
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$3.68M
|
-$11.1M
|
-52,689
|
-75%
|
|
|
1944
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$3.68M
|
+$3.68M
|
+17,470
|
New
|
|
|
1945
|
Neo Ivy Capital Management
New York
|
$3.68M
|
+$3.67M
|
+17,446
|
New
|
|
|
1946
|
Center for Financial Planning
Southfied,
Michigan
|
$3.67M
|
-$135K
|
-642
|
-4%
|
|
|
1947
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$3.67M
|
-$417K
|
-1,982
|
-10%
|
|
|
1948
|
Pegasus Partners
Mequon,
Wisconsin
|
$3.67M
|
+$10.7K
|
+51
|
+0.3%
|
|
|
1949
|
3Chopt Investment Partners
Richmond,
Virginia
|
$3.66M
|
-$1.05K
|
-5
|
-0%
|
|
|
1950
|
Aureus Asset Management
Boston,
Massachusetts
|
$3.65M
|
+$18.7K
|
+89
|
+0.5%
|
|
