|
1926
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.07M
|
-$78.2K
|
-599
|
-7%
|
|
|
1927
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.07M
|
+$1.03M
|
+7,902
|
New
|
|
|
1928
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.07M
|
–
|
–
|
–
|
|
|
1929
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.06M
|
-$246K
|
-1,886
|
-19%
|
|
|
1930
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$1.06M
|
+$4.17K
|
+32
|
+0.4%
|
|
|
1931
|
Wolverine Trading
Chicago,
Illinois
|
$1.06M
|
-$5.78M
|
-44,283
|
-85%
|
|
|
1932
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.06M
|
+$79.8K
|
+612
|
+9%
|
|
|
1933
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.06M
|
+$485K
|
+3,720
|
+91%
|
|
|
1934
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.06M
|
+$557K
|
+4,267
|
+121%
|
|
|
1935
|
Keystone Financial Planning
Cleveland,
Ohio
|
$1.05M
|
–
|
–
|
–
|
|
|
1936
|
Wolff Wiese Magana
Carslbad,
California
|
$1.05M
|
-$23.4K
|
-179
|
-2%
|
|
|
1937
|
Affinity Capital Advisors
Berkeley,
California
|
$1.05M
|
-$26.7K
|
-205
|
-3%
|
|
|
1938
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.05M
|
-$117K
|
-900
|
-10%
|
|
|
1939
|
Mirador Capital Partners
Pleasanton,
California
|
$1.05M
|
-$61.3K
|
-470
|
-6%
|
|
|
1940
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.05M
|
-$11.5K
|
-88
|
-1%
|
|
|
1941
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$1.05M
|
+$391
|
+3
|
+0%
|
|
|
1942
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.04M
|
+$1.01M
|
+7,704
|
New
|
|
|
1943
|
Quadrature Capital
London,
United Kingdom
|
$1.04M
|
-$1.37M
|
-10,468
|
-58%
|
|
|
1944
|
Auxano Advisors
Bellevue,
Washington
|
$1.03M
|
+$13.3K
|
+102
|
+1%
|
|
|
1945
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.03M
|
+$44.4K
|
+340
|
+5%
|
|
|
1946
|
Barings
Charlotte,
North Carolina
|
$1.03M
|
-$665K
|
-5,098
|
-40%
|
|
|
1947
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$1.03M
|
–
|
–
|
–
|
|
|
1948
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.03M
|
+$315K
|
+2,413
|
+47%
|
|
|
1949
|
Alaethes Wealth
Glenbrook,
Nevada
|
$1.03M
|
+$990K
|
+7,591
|
New
|
|
|
1950
|
Morse Asset Management
Darien,
Connecticut
|
$1.02M
|
-$78.3K
|
-600
|
-7%
|
|
