|
1926
|
CRA Financial Services
Northfield,
New Jersey
|
$1.21M
|
+$106K
|
+365
|
+10%
|
|
|
1927
|
Cornerstone Capital
Palo Alto,
California
|
$1.21M
|
+$132K
|
+453
|
+12%
|
|
|
1928
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$1.21M
|
-$19.5K
|
-67
|
-2%
|
|
|
1929
|
Russell Investments Group
London,
United Kingdom
|
$1.21M
|
+$241K
|
+825
|
+25%
|
|
|
1930
|
New World Advisors
Hingham,
Massachusetts
|
$1.2M
|
+$68.6K
|
+235
|
+6%
|
|
|
1931
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.2M
|
–
|
–
|
–
|
|
|
1932
|
Searcy Financial Services
Overland Park,
Kansas
|
$1.2M
|
–
|
–
|
–
|
|
|
1933
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$1.2M
|
+$54.9K
|
+188
|
+5%
|
|
|
1934
|
Cadinha & Co
Honolulu,
Hawaii
|
$1.2M
|
-$30.6K
|
-105
|
-2%
|
|
|
1935
|
Bridges Investment Management
Omaha,
Nebraska
|
$1.2M
|
-$16.3K
|
-56
|
-1%
|
|
|
1936
|
Global Financial Private Client
Sarasota,
Florida
|
$1.2M
|
+$1.05M
|
+3,605
|
+669%
|
|
|
1937
|
Kelleher Financial Advisors
New York
|
$1.2M
|
-$61.3K
|
-210
|
-5%
|
|
|
1938
|
Parkshore Wealth Management
Granite Bay,
California
|
$1.19M
|
+$1.2M
|
+4,122
|
New
|
|
|
1939
|
Holistic Planning
Nacogdoches,
Texas
|
$1.19M
|
+$233K
|
+798
|
+24%
|
|
|
1940
|
GDS Wealth Management
Flower Mound,
Texas
|
$1.19M
|
+$84.3K
|
+289
|
+8%
|
|
|
1941
|
Hudock Inc
Williamsport,
Pennsylvania
|
$1.18M
|
-$14.6K
|
-50
|
-1%
|
|
|
1942
|
WealthShield Partners
Cary,
North Carolina
|
$1.18M
|
+$102K
|
+348
|
+9%
|
|
|
1943
|
O'Donnell Financial Services
San Rafael,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
1944
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$1.18M
|
+$1.19M
|
+4,073
|
New
|
|
|
1945
|
Oakworth Capital
Birmingham,
Alabama
|
$1.18M
|
–
|
–
|
–
|
|
|
1946
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.18M
|
+$427K
|
+1,465
|
+56%
|
|
|
1947
|
Brown Wealth Management
Naperville,
Illinois
|
$1.17M
|
-$61.6K
|
-211
|
-5%
|
|
|
1948
|
BigSur Wealth Management
Miami,
Florida
|
$1.17M
|
–
|
–
|
–
|
|
|
1949
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.17M
|
+$1.75K
|
+6
|
+0.1%
|
|
|
1950
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.17M
|
-$70.6K
|
-242
|
-6%
|
|
