|
1926
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.07M
|
+$895K
|
+9,922
|
+397%
|
|
|
1927
|
Schnieders Capital Management
Pasadena,
California
|
$1.06M
|
-$8.93K
|
-99
|
-0.8%
|
|
|
1928
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.06M
|
-$84.7K
|
-939
|
-7%
|
|
|
1929
|
Somerset Group
Wayzata,
Minnesota
|
$1.05M
|
–
|
–
|
–
|
|
|
1930
|
S.C. Financial Services
Scottsdale,
Arizona
|
$1.05M
|
+$7.4K
|
+82
|
+0.7%
|
|
|
1931
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$1.05M
|
+$31.6K
|
+350
|
+3%
|
|
|
1932
|
|
$1.05M
|
-$4.51K
|
-50
|
-0.4%
|
|
|
1933
|
Castleview Partners
Dallas,
Texas
|
$1.05M
|
+$4.23M
|
+46,854
|
+643%
|
|
|
1934
|
American Trust
Lexington,
Kentucky
|
$1.05M
|
-$162K
|
-1,791
|
-13%
|
|
|
1935
|
Rede Wealth
Charlottesville,
Virginia
|
$1.05M
|
+$18.2K
|
+202
|
+2%
|
|
|
1936
|
CAAS Capital Management
New York
|
$1.05M
|
+$1.11M
|
+12,270
|
New
|
|
|
1937
|
Blooom Inc
Overland Park,
Kansas
|
$1.05M
|
-$123K
|
-1,369
|
-10%
|
|
|
1938
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.05M
|
-$96.2K
|
-1,067
|
-8%
|
|
|
1939
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.05M
|
+$59.2K
|
+656
|
+6%
|
|
|
1940
|
Whitney & Co
Rochester,
New York
|
$1.04M
|
-$7.04K
|
-78
|
-0.6%
|
|
|
1941
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.04M
|
+$86.9K
|
+963
|
+9%
|
|
|
1942
|
QVR
San Francisco,
California
|
$1.04M
|
+$1.1M
|
+12,191
|
New
|
|
|
1943
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.04M
|
+$72.2K
|
+800
|
+7%
|
|
|
1944
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.04M
|
+$78.6K
|
+871
|
+9%
|
|
|
1945
|
Vigilant Capital Management
Portland,
Maine
|
$1.04M
|
-$75.5K
|
-837
|
-6%
|
|
|
1946
|
Resolute Financial
Newburyport,
Massachusetts
|
$1.04M
|
-$176K
|
-1,946
|
-14%
|
|
|
1947
|
Platform Technology Partners
New York
|
$1.04M
|
+$230K
|
+2,547
|
+27%
|
|
|
1948
|
McLean Asset Management
Tysons,
Virginia
|
$1.04M
|
+$20.7K
|
+230
|
+2%
|
|
|
1949
|
Ascent Group
Virginia Beach,
Virginia
|
$1.04M
|
+$124K
|
+1,378
|
+15%
|
|
|
1950
|
FWG Holdings
Winter Park,
Florida
|
$1.03M
|
+$165K
|
+1,833
|
+18%
|
|
