|
1926
|
CMG Global Holdings
Plano,
Texas
|
$2.17M
|
-$143K
|
-1,153
|
-6%
|
|
|
1927
|
Wealth Architects
Mountain View,
California
|
$2.17M
|
-$17.4K
|
-140
|
-0.7%
|
|
|
1928
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$2.16M
|
+$157K
|
+1,265
|
+7%
|
|
|
1929
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$2.16M
|
+$177K
|
+1,426
|
+8%
|
|
|
1930
|
Eukles Asset Management
Cincinnati,
Ohio
|
$2.16M
|
-$56.1K
|
-452
|
-2%
|
|
|
1931
|
Alpha Family Trust
Los Angeles,
California
|
$2.15M
|
-$1.07M
|
-8,595
|
-31%
|
|
|
1932
|
Concentrum Wealth Management
San Jose,
California
|
$2.15M
|
+$42.7K
|
+344
|
+2%
|
|
|
1933
|
Rossby Financial
Melbourne,
Florida
|
$2.15M
|
+$207K
|
+1,665
|
+10%
|
|
|
1934
|
Bank OZK
Little Rock,
Arkansas
|
$2.15M
|
-$68.9K
|
-555
|
-3%
|
|
|
1935
|
Painted Porch Advisors
Santa Barbara,
California
|
$2.15M
|
-$220K
|
-1,776
|
-9%
|
|
|
1936
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$2.14M
|
-$1.45M
|
-11,702
|
-38%
|
|
|
1937
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.14M
|
-$291K
|
-2,341
|
-11%
|
|
|
1938
|
Sivia Capital Partners
Mill Valley,
California
|
$2.14M
|
-$817K
|
-6,580
|
-26%
|
|
|
1939
|
SFG Wealth Management
Towson,
Maryland
|
$2.14M
|
-$15.1K
|
-122
|
-0.6%
|
|
|
1940
|
Country Trust Bank
Bloomington,
Illinois
|
$2.13M
|
+$714K
|
+5,754
|
+44%
|
|
|
1941
|
RMR Capital Management
Tustin,
California
|
$2.13M
|
-$95.6K
|
-770
|
-4%
|
|
|
1942
|
Institute for Wealth Management
Denver,
Colorado
|
$2.13M
|
-$123K
|
-990
|
-5%
|
|
|
1943
|
Wealth Alliance
Mellville,
New York
|
$2.13M
|
-$536K
|
-4,319
|
-19%
|
|
|
1944
|
Targeted Financial Services
Seminole,
Florida
|
$2.13M
|
–
|
–
|
–
|
|
|
1945
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$2.13M
|
+$38.6K
|
+311
|
+2%
|
|
|
1946
|
Pioneer Trust Bank
Salem,
Oregon
|
$2.12M
|
-$43.5K
|
-350
|
-2%
|
|
|
1947
|
Verity & Verity
Beaufort,
South Carolina
|
$2.12M
|
-$85.7K
|
-690
|
-4%
|
|
|
1948
|
Archer Investment Corporation
Carmel,
Indiana
|
$2.12M
|
-$17.6K
|
-142
|
-0.8%
|
|
|
1949
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$2.12M
|
–
|
–
|
–
|
|
|
1950
|
Benin Management Corp
Wilton,
Connecticut
|
$2.11M
|
+$25K
|
+201
|
+1%
|
|
