|
1926
|
JDM Financial Group
Austin,
Texas
|
$1.15M
|
-$38.8K
|
-82
|
-3%
|
|
|
1927
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$1.15M
|
–
|
–
|
–
|
|
|
1928
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.15M
|
–
|
–
|
–
|
|
|
1929
|
Lewis Asset Management
Lafayette,
California
|
$1.14M
|
-$203K
|
-429
|
-15%
|
|
|
1930
|
Community Financial Services Group
Newport,
Vermont
|
$1.14M
|
–
|
–
|
–
|
|
|
1931
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$1.14M
|
+$127K
|
+268
|
+13%
|
|
|
1932
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.14M
|
-$946
|
-2
|
-0.1%
|
|
|
1933
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.14M
|
+$1.1M
|
+2,326
|
New
|
|
|
1934
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.13M
|
-$50.2K
|
-106
|
-4%
|
|
|
1935
|
Concentric Wealth Management
Lafayette,
California
|
$1.13M
|
-$18.9K
|
-40
|
-2%
|
|
|
1936
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.13M
|
+$27.4K
|
+58
|
+3%
|
|
|
1937
|
Cornerstone Capital
Palo Alto,
California
|
$1.13M
|
+$508K
|
+1,074
|
+87%
|
|
|
1938
|
WESPAC Advisors
Orinda,
California
|
$1.12M
|
-$131K
|
-276
|
-11%
|
|
|
1939
|
Community Bank
Dewitt,
New York
|
$1.12M
|
-$106K
|
-225
|
-9%
|
|
|
1940
|
Russell Investments Group
London,
United Kingdom
|
$1.12M
|
+$540K
|
+1,141
|
+99%
|
|
|
1941
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.12M
|
+$48.3K
|
+102
|
+5%
|
|
|
1942
|
Axecap Investments
Mason,
Ohio
|
$1.12M
|
+$1.08M
|
+2,291
|
New
|
|
|
1943
|
Seelaus Asset Management
Chatham,
New Jersey
|
$1.12M
|
-$56.3K
|
-119
|
-5%
|
|
|
1944
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.12M
|
+$473
|
+1
|
+0%
|
|
|
1945
|
Philip James Wealth Mangement
Milton,
Georgia
|
$1.11M
|
+$60.1K
|
+127
|
+6%
|
|
|
1946
|
BluePath Capital Management
Atlanta,
Georgia
|
$1.11M
|
-$283K
|
-599
|
-21%
|
|
|
1947
|
Trajan Wealth
Scottsdale,
Arizona
|
$1.11M
|
+$66.7K
|
+141
|
+7%
|
|
|
1948
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.1M
|
-$473
|
-1
|
-0%
|
|
|
1949
|
First International Bank & Trust
Watford City,
North Dakota
|
$1.1M
|
-$2.84K
|
-6
|
-0.3%
|
|
|
1950
|
Williams & Novak
Westlake Village,
California
|
$1.09M
|
-$55.4K
|
-117
|
-5%
|
|
