|
1926
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$205K
|
+$200K
|
+992
|
New
|
|
|
1927
|
Hall Capital Management
Barrington,
Rhode Island
|
$205K
|
+$200K
|
+993
|
New
|
|
|
1928
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$205K
|
+$200K
|
+994
|
New
|
|
|
1929
|
Meitav Investment House
Bene-Beraq,
Israel
|
$203K
|
+$198K
|
+983
|
New
|
|
|
1930
|
Financial Perspectives
Minneapolis,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
1931
|
Norway Savings Bank
Portland,
Maine
|
$202K
|
-$10.1K
|
-50
|
-5%
|
|
|
1932
|
Arlington Financial Advisors
Santa Barbara,
California
|
$202K
|
+$196K
|
+975
|
New
|
|
|
1933
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$202K
|
+$196K
|
+975
|
New
|
|
|
1934
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$202K
|
+$197K
|
+976
|
New
|
|
|
1935
|
Drive Wealth Management
Lehi,
Utah
|
$201K
|
+$196K
|
+972
|
New
|
|
|
1936
|
Legacy Financial Advisors
Covington,
Kentucky
|
$201K
|
+$196K
|
+974
|
New
|
|
|
1937
|
Petrus Trust Company
Dallas,
Texas
|
$200K
|
+$195K
|
+968
|
New
|
|
|
1938
|
|
$199K
|
+$194K
|
+961
|
New
|
|
|
1939
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$198K
|
–
|
–
|
–
|
|
|
1940
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$198K
|
+$192K
|
+956
|
New
|
|
|
1941
|
VanEck Associates
New York
|
$195K
|
-$1.33M
|
-6,604
|
-87%
|
|
|
1942
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$194K
|
–
|
–
|
–
|
|
|
1943
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$191K
|
–
|
–
|
–
|
|
|
1944
|
Eagle Bay Advisors
New York
|
$189K
|
-$75.5K
|
-375
|
-29%
|
|
|
1945
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$185K
|
-$13.1K
|
-65
|
-7%
|
|
|
1946
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$180K
|
+$176K
|
+872
|
New
|
|
|
1947
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$179K
|
-$45.5K
|
-226
|
-21%
|
|
|
1948
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$173K
|
-$20.1K
|
-100
|
-11%
|
|
|
1949
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$172K
|
+$167K
|
+831
|
New
|
|
|
1950
|
CVA Family Office
Denver,
Colorado
|
$171K
|
+$80.7K
|
+401
|
+95%
|
|
