|
1926
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$4.36M
|
-$131K
|
-205
|
-3%
|
|
|
1927
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.34M
|
-$93.6K
|
-146
|
-2%
|
|
|
1928
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$4.33M
|
+$10.9K
|
+17
|
+0.3%
|
|
|
1929
|
Investmark Advisory Group
Shelton,
Connecticut
|
$4.32M
|
-$41K
|
-64
|
-1%
|
|
|
1930
|
Eagle Global Advisors
Houston,
Texas
|
$4.32M
|
-$43.6K
|
-68
|
-1%
|
|
|
1931
|
Element Wealth
Ridgeland,
Mississippi
|
$4.32M
|
-$1.22M
|
-1,897
|
-23%
|
|
|
1932
|
AXS Investments
Port Chester,
New York
|
$4.29M
|
+$4.29M
|
+6,700
|
New
|
|
|
1933
|
Wealth Watch Advisors
Englewood,
Colorado
|
$4.29M
|
+$3.25M
|
+5,064
|
+368%
|
|
|
1934
|
Everett Harris & Co
Los Angeles,
California
|
$4.29M
|
+$23.7K
|
+37
|
+0.6%
|
|
|
1935
|
North Capital
Salt Lake City,
Utah
|
$4.29M
|
+$3.85K
|
+6
|
+0.1%
|
|
|
1936
|
First Interstate Bank
Billings,
Montana
|
$4.28M
|
+$53.2K
|
+83
|
+1%
|
|
|
1937
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$4.27M
|
+$48.1K
|
+75
|
+1%
|
|
|
1938
|
Sterling Financial Group
Pasadena,
California
|
$4.27M
|
–
|
–
|
–
|
|
|
1939
|
Per Stirling Capital Management
Austin,
Texas
|
$4.27M
|
–
|
–
|
–
|
|
|
1940
|
Mirabaud & Cie
Geneva,
Switzerland
|
$4.27M
|
–
|
–
|
–
|
|
|
1941
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$4.27M
|
+$21.8K
|
+34
|
+0.5%
|
|
|
1942
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$4.27M
|
+$292K
|
+456
|
+8%
|
|
|
1943
|
Alamea Verwaltungs
Edison,
New Jersey
|
$4.26M
|
–
|
–
|
–
|
|
|
1944
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.25M
|
+$59K
|
+92
|
+1%
|
|
|
1945
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$4.25M
|
+$5.13K
|
+8
|
+0.1%
|
|
|
1946
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$4.24M
|
+$1.53M
|
+2,383
|
+60%
|
|
|
1947
|
Mayport LLC
Newton,
Massachusetts
|
$4.24M
|
+$142K
|
+222
|
+4%
|
|
|
1948
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.24M
|
-$16K
|
-25
|
-0.4%
|
|
|
1949
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$4.23M
|
-$181K
|
-282
|
-4%
|
|
|
1950
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$4.23M
|
+$39.7K
|
+62
|
+1%
|
|
