|
1926
|
CRA Financial Services
Northfield,
New Jersey
|
$1.13M
|
-$68.5K
|
-730
|
-6%
|
|
|
1927
|
Ark Wealth Advisors
Yorba Linda,
California
|
$1.13M
|
+$1M
|
+10,688
|
New
|
|
|
1928
|
First Dallas Securities
Dallas,
Texas
|
$1.12M
|
+$15.2K
|
+162
|
+2%
|
|
|
1929
|
Lee Financial
Dallas,
Texas
|
$1.12M
|
-$243K
|
-2,586
|
-20%
|
|
|
1930
|
First Command Advisory Services
Fort Worth,
Texas
|
$1.12M
|
+$139K
|
+1,486
|
+16%
|
|
|
1931
|
Payne Capital
Lake Oswego,
Oregon
|
$1.12M
|
+$9.11K
|
+97
|
+0.9%
|
|
|
1932
|
Aviso Wealth Management
Bellevue,
Washington
|
$1.12M
|
-$217K
|
-2,310
|
-18%
|
|
|
1933
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.11M
|
+$68.2K
|
+727
|
+7%
|
|
|
1934
|
WinCap Financial
Boston,
Massachusetts
|
$1.11M
|
-$25.8K
|
-275
|
-3%
|
|
|
1935
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.11M
|
+$15K
|
+160
|
+2%
|
|
|
1936
|
|
$1.11M
|
-$171K
|
-1,819
|
-15%
|
|
|
1937
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.11M
|
-$15.5K
|
-165
|
-2%
|
|
|
1938
|
Klingman & Associates
New York
|
$1.11M
|
+$29.7K
|
+316
|
+3%
|
|
|
1939
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.1M
|
+$37.1K
|
+395
|
+4%
|
|
|
1940
|
Kelleher Financial Advisors
New York
|
$1.1M
|
-$73.8K
|
-786
|
-7%
|
|
|
1941
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$1.1M
|
+$2.35K
|
+25
|
+0.2%
|
|
|
1942
|
M. Kraus & Co
Shelburne,
Vermont
|
$1.1M
|
+$2.35K
|
+25
|
+0.2%
|
|
|
1943
|
Hilltop National Bank
Casper,
Wyoming
|
$1.09M
|
-$20.2K
|
-215
|
-2%
|
|
|
1944
|
Sage Rhino Capital
Menlo Park,
California
|
$1.09M
|
-$14.6K
|
-155
|
-1%
|
|
|
1945
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$1.09M
|
+$939
|
+10
|
+0.1%
|
|
|
1946
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.09M
|
-$31.3K
|
-333
|
-3%
|
|
|
1947
|
Apriem Advisors
Irvine,
California
|
$1.09M
|
-$11.5K
|
-122
|
-1%
|
|
|
1948
|
Fullerton Fund Management
Singapore
|
$1.09M
|
+$972K
|
+10,351
|
New
|
|
|
1949
|
Prentice Wealth Management
Rochester,
New York
|
$1.09M
|
+$4.51K
|
+48
|
+0.5%
|
|
|
1950
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.09M
|
+$2.16K
|
+23
|
+0.2%
|
|
