|
1926
|
Concentric Wealth Management
Lafayette,
California
|
$339K
|
–
|
–
|
–
|
|
|
1927
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$339K
|
–
|
–
|
–
|
|
|
1928
|
Monte Financial Group
Guilford,
Connecticut
|
$339K
|
–
|
–
|
–
|
|
|
1929
|
Saturna Capital
Bellingham,
Washington
|
$339K
|
–
|
–
|
–
|
|
|
1930
|
Gyon Technologies Capital Management
Denville,
New Jersey
|
$336K
|
-$53.1K
|
-662
|
-14%
|
|
|
1931
|
Advisory Research
Chicago,
Illinois
|
$336K
|
+$318K
|
+3,970
|
New
|
|
|
1932
|
Claro Advisors
Boston,
Massachusetts
|
$335K
|
–
|
–
|
–
|
|
|
1933
|
180 Wealth Advisors
Federal Way,
Washington
|
$334K
|
-$10.2K
|
-127
|
-3%
|
|
|
1934
|
Matrix Trust Company
Denver,
Colorado
|
$334K
|
+$316K
|
+3,945
|
New
|
|
|
1935
|
Marshall & Sullivan
Seattle,
Washington
|
$333K
|
–
|
–
|
–
|
|
|
1936
|
Wimmer Associates 1
Pasadena,
California
|
$333K
|
+$6.01K
|
+75
|
+2%
|
|
|
1937
|
Garde Capital
Seattle,
Washington
|
$331K
|
–
|
–
|
–
|
|
|
1938
|
SignalPoint Asset Management
Springfield,
Missouri
|
$331K
|
+$561
|
+7
|
+0.2%
|
|
|
1939
|
Meridian Wealth Advisors
Austin,
Texas
|
$331K
|
+$69.7K
|
+870
|
+29%
|
|
|
1940
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$330K
|
-$4.89K
|
-61
|
-2%
|
|
|
1941
|
Moneywise Inc
Forest,
Virginia
|
$329K
|
+$11.2K
|
+140
|
+4%
|
|
|
1942
|
Wealth Architects
Mountain View,
California
|
$328K
|
-$2.24K
|
-28
|
-0.7%
|
|
|
1943
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$328K
|
+$106K
|
+1,328
|
+52%
|
|
|
1944
|
Navalign LLC
Encino,
California
|
$326K
|
+$27.8K
|
+347
|
+8%
|
|
|
1945
|
Addison Capital
Conshohocken,
Pennsylvania
|
$326K
|
+$308K
|
+3,842
|
New
|
|
|
1946
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$325K
|
+$12.5K
|
+156
|
+4%
|
|
|
1947
|
E Fund Management
Guangzhou,
China
|
$324K
|
-$40.2K
|
-501
|
-12%
|
|
|
1948
|
Surevest
Los Angeles,
California
|
$324K
|
–
|
–
|
–
|
|
|
1949
|
Stack Financial Management
Whitefish,
Montana
|
$324K
|
+$306K
|
+3,820
|
New
|
|
|
1950
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$323K
|
–
|
–
|
–
|
|
