|
1926
|
Wealth Management Partners
Tucson,
Arizona
|
$1.09M
|
+$1.04M
|
+4,712
|
New
|
|
|
1927
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.09M
|
–
|
–
|
–
|
|
|
1928
|
Cadence Bank
Tupelo,
Mississippi
|
$1.09M
|
+$104K
|
+473
|
+11%
|
|
|
1929
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.09M
|
-$661
|
-3
|
-0.1%
|
|
|
1930
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.09M
|
+$43.8K
|
+199
|
+4%
|
|
|
1931
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.08M
|
-$5.95K
|
-27
|
-0.6%
|
|
|
1932
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$1.08M
|
+$707K
|
+3,209
|
+220%
|
|
|
1933
|
Wambolt & Associates
Littleton,
Colorado
|
$1.08M
|
-$8.81K
|
-40
|
-0.9%
|
|
|
1934
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.08M
|
–
|
–
|
–
|
|
|
1935
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.07M
|
-$530K
|
-2,405
|
-34%
|
|
|
1936
|
HUB Investment Partners
Austin,
Texas
|
$1.07M
|
+$1.11M
|
+5,032
|
New
|
|
|
1937
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$1.07M
|
-$22K
|
-100
|
-2%
|
|
|
1938
|
Sanford Advisory Services
Portage,
Michigan
|
$1.06M
|
+$1.01M
|
+4,592
|
New
|
|
|
1939
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.06M
|
-$61.7K
|
-280
|
-6%
|
|
|
1940
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.06M
|
-$63.9K
|
-290
|
-6%
|
|
|
1941
|
Jag Capital Management
St Louis,
Missouri
|
$1.06M
|
–
|
–
|
–
|
|
|
1942
|
Sonora Investment Management
Tucson,
Arizona
|
$1.06M
|
-$50.6K
|
-230
|
-5%
|
|
|
1943
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.06M
|
+$724K
|
+3,288
|
+260%
|
|
|
1944
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.05M
|
+$1M
|
+4,549
|
New
|
|
|
1945
|
Wealthquest
Cincinnati,
Ohio
|
$1.05M
|
-$8.37K
|
-38
|
-0.8%
|
|
|
1946
|
Edgewood Management
Greenwich,
Connecticut
|
$1.05M
|
–
|
–
|
–
|
|
|
1947
|
Prosperity Planning
Kansas City,
Missouri
|
$1.05M
|
+$995K
|
+4,519
|
New
|
|
|
1948
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.04M
|
+$31.9K
|
+145
|
+3%
|
|
|
1949
|
|
$1.04M
|
+$27.5K
|
+125
|
+3%
|
|
|
1950
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.04M
|
+$61K
|
+277
|
+7%
|
|
