|
1926
|
Vicus Capital
State College,
Pennsylvania
|
$14.5M
|
-$460K
|
-2,641
|
-3%
|
|
|
1927
|
Howard Financial Services
Dallas,
Texas
|
$14.5M
|
-$34.5K
|
-198
|
-0.3%
|
|
|
1928
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$14.5M
|
-$57.5K
|
-330
|
-0.4%
|
|
|
1929
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$14.5M
|
-$1.58M
|
-9,080
|
-11%
|
|
|
1930
|
Kelleher Financial Advisors
New York
|
$14.5M
|
+$635K
|
+3,643
|
+5%
|
|
|
1931
|
American Investment Services
Great Barrington,
Massachusetts
|
$14.5M
|
-$672K
|
-3,856
|
-5%
|
|
|
1932
|
Harrington Investments
Napa,
California
|
$14.5M
|
-$383K
|
-2,199
|
-3%
|
|
|
1933
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$14.5M
|
-$446K
|
-2,560
|
-3%
|
|
|
1934
|
Destiny Wealth Partners
Tavares,
Florida
|
$14.4M
|
+$374K
|
+2,149
|
+3%
|
|
|
1935
|
Icon Wealth Partners
Houston,
Texas
|
$14.4M
|
-$631K
|
-3,621
|
-5%
|
|
|
1936
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$14.4M
|
-$1.39K
|
-8
|
-0%
|
|
|
1937
|
Morton Capital Management
Calabasas,
California
|
$14.4M
|
+$89.7K
|
+515
|
+0.7%
|
|
|
1938
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$14.4M
|
-$631K
|
-3,624
|
-5%
|
|
|
1939
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$14.4M
|
-$368K
|
-2,114
|
-3%
|
|
|
1940
|
Strategic Financial Services
Utica,
New York
|
$14.4M
|
-$78.6K
|
-451
|
-0.6%
|
|
|
1941
|
Baugh & Associates
Atlanta,
Georgia
|
$14.3M
|
+$179K
|
+1,028
|
+1%
|
|
|
1942
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$14.3M
|
-$636K
|
-3,648
|
-5%
|
|
|
1943
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$14.3M
|
-$11K
|
-63
|
-0.1%
|
|
|
1944
|
|
$14.3M
|
+$12.8M
|
+73,559
|
New
|
|
|
1945
|
High Note Wealth
Deephaven,
Minnesota
|
$14.2M
|
-$330K
|
-1,896
|
-3%
|
|
|
1946
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$14.2M
|
-$462K
|
-2,649
|
-3%
|
|
|
1947
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$14.2M
|
-$186K
|
-1,070
|
-1%
|
|
|
1948
|
Frank Rimerman Advisors
Palo Alto,
California
|
$14.2M
|
+$139K
|
+798
|
+1%
|
|
|
1949
|
Professional Advisory Services
Vero Beach,
Florida
|
$14.1M
|
-$1.72M
|
-9,868
|
-12%
|
|
|
1950
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$14.1M
|
-$11.3K
|
-65
|
-0.1%
|
|
