|
1926
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.14M
|
+$29.7K
|
+204
|
+3%
|
|
|
1927
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.13M
|
+$138K
|
+945
|
+15%
|
|
|
1928
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.13M
|
-$13.7K
|
-94
|
-1%
|
|
|
1929
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$1.13M
|
+$54.4K
|
+373
|
+5%
|
|
|
1930
|
|
$1.13M
|
+$7.73K
|
+53
|
+0.7%
|
|
|
1931
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.13M
|
-$53.9K
|
-370
|
-5%
|
|
|
1932
|
Taurus Asset Management
New York
|
$1.12M
|
–
|
–
|
–
|
|
|
1933
|
Delphi Management
Brookline,
Massachusetts
|
$1.12M
|
+$192K
|
+1,316
|
+17%
|
|
|
1934
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.12M
|
-$39.1K
|
-268
|
-4%
|
|
|
1935
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.12M
|
+$1.75K
|
+12
|
+0.2%
|
|
|
1936
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$1.12M
|
+$36.6K
|
+251
|
+4%
|
|
|
1937
|
Winning Points Advisors
Boca Raton,
Florida
|
$1.12M
|
–
|
–
|
–
|
|
|
1938
|
Steinberg Asset Management
New York
|
$1.12M
|
–
|
–
|
–
|
|
|
1939
|
Tilt Investment Management Holdings
New York
|
$1.12M
|
-$319K
|
-2,185
|
-23%
|
|
|
1940
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.12M
|
-$33.2K
|
-228
|
-3%
|
|
|
1941
|
Drake & Associates
Waukesha,
Wisconsin
|
$1.12M
|
–
|
–
|
–
|
|
|
1942
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.11M
|
-$49.7K
|
-341
|
-5%
|
|
|
1943
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.11M
|
+$218K
|
+1,494
|
+26%
|
|
|
1944
|
Liberty Wealth Management
Oakland,
California
|
$1.11M
|
+$14.3K
|
+98
|
+1%
|
|
|
1945
|
Elk River Wealth Management
Denver,
Colorado
|
$1.11M
|
–
|
–
|
–
|
|
|
1946
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.11M
|
-$36.4K
|
-250
|
-3%
|
|
|
1947
|
Stiles Financial Services
Edina,
Minnesota
|
$1.11M
|
-$224K
|
-1,537
|
-18%
|
|
|
1948
|
Salomon & Ludwin
Richmond,
Virginia
|
$1.11M
|
–
|
–
|
–
|
|
|
1949
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$1.1M
|
+$1.04M
|
+7,130
|
New
|
|
|
1950
|
Collective Family Office
York,
Pennsylvania
|
$1.1M
|
-$12.4K
|
-85
|
-1%
|
|
