|
1926
|
Wealth Advisors
Rancho Santa Fe,
California
|
$10.3M
|
-$127K
|
-499
|
-1%
|
|
|
1927
|
Penbrook Management
New York
|
$10.2M
|
-$1.19M
|
-4,700
|
-11%
|
|
|
1928
|
CFO4Life Group
Coppell,
Texas
|
$10.2M
|
-$2.8K
|
-11
|
-0%
|
|
|
1929
|
Journey Advisory Group
Covington,
Kentucky
|
$10.2M
|
+$510K
|
+2,006
|
+6%
|
|
|
1930
|
|
$10.2M
|
+$927K
|
+3,647
|
+11%
|
|
|
1931
|
Keel Point
Huntsville,
Alabama
|
$10.2M
|
+$47.3K
|
+186
|
+0.5%
|
|
|
1932
|
AJ Wealth Strategies
New York
|
$10.2M
|
-$8.39K
|
-33
|
-0.1%
|
|
|
1933
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$10.2M
|
-$96.6K
|
-380
|
-1%
|
|
|
1934
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$10.2M
|
-$1.07M
|
-4,196
|
-10%
|
|
|
1935
|
GM Advisory Group
Melville,
New York
|
$10.1M
|
+$580K
|
+2,283
|
+6%
|
|
|
1936
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$10.1M
|
+$115K
|
+452
|
+1%
|
|
|
1937
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$10.1M
|
+$549K
|
+2,159
|
+6%
|
|
|
1938
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$10.1M
|
+$278K
|
+1,094
|
+3%
|
|
|
1939
|
Cooper Financial Group
Irvine,
California
|
$10.1M
|
+$817K
|
+3,213
|
+9%
|
|
|
1940
|
White Pine Investment Company
Livonia,
Michigan
|
$10.1M
|
-$151K
|
-595
|
-2%
|
|
|
1941
|
J.W. Coons Advisors
Columbus,
Ohio
|
$10.1M
|
-$406K
|
-1,596
|
-4%
|
|
|
1942
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$10.1M
|
-$492K
|
-1,936
|
-5%
|
|
|
1943
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$10.1M
|
+$1.12M
|
+4,414
|
+13%
|
|
|
1944
|
Chronos Wealth Management
Clearwater,
Florida
|
$10M
|
+$9.4K
|
+37
|
+0.1%
|
|
|
1945
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$10M
|
-$52.1K
|
-205
|
-0.6%
|
|
|
1946
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$10M
|
-$241K
|
-950
|
-3%
|
|
|
1947
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$10M
|
-$254K
|
-1,000
|
-3%
|
|
|
1948
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$10M
|
+$322K
|
+1,268
|
+4%
|
|
|
1949
|
Spreng Capital Management
Bucyrus,
Ohio
|
$9.99M
|
+$41.4K
|
+163
|
+0.4%
|
|
|
1950
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$9.98M
|
+$710K
|
+2,795
|
+8%
|
|
