|
1926
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1.65M
|
+$23.4K
|
+30
|
+2%
|
|
|
1927
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$1.65M
|
-$780
|
-1
|
-0.1%
|
|
|
1928
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.64M
|
+$1.1M
|
+1,415
|
+277%
|
|
|
1929
|
Strategy Asset Managers
Pasadena,
California
|
$1.64M
|
-$922K
|
-1,182
|
-28%
|
|
|
1930
|
Canopy Partners
Cincinnati,
Ohio
|
$1.63M
|
-$2.34K
|
-3
|
-0.2%
|
|
|
1931
|
360 Financial
Wayzata,
Minnesota
|
$1.63M
|
+$201K
|
+257
|
+15%
|
|
|
1932
|
Essex Savings Bank
Essex,
Connecticut
|
$1.63M
|
+$3.12K
|
+4
|
+0.2%
|
|
|
1933
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.63M
|
+$22.6K
|
+29
|
+2%
|
|
|
1934
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.62M
|
-$11.7K
|
-15
|
-0.8%
|
|
|
1935
|
O'Dell Group
Cincinnati,
Ohio
|
$1.62M
|
–
|
–
|
–
|
|
|
1936
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$1.62M
|
+$481K
|
+617
|
+48%
|
|
|
1937
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.61M
|
-$204K
|
-262
|
-12%
|
|
|
1938
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.61M
|
+$85.8K
|
+110
|
+6%
|
|
|
1939
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.6M
|
+$32K
|
+41
|
+2%
|
|
|
1940
|
LCM Capital Management
Chicago,
Illinois
|
$1.6M
|
+$32K
|
+41
|
+2%
|
|
|
1941
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.6M
|
+$57K
|
+73
|
+4%
|
|
|
1942
|
SimplyRich
Carlsbad,
California
|
$1.59M
|
+$10.9K
|
+14
|
+0.8%
|
|
|
1943
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.59M
|
+$111K
|
+142
|
+8%
|
|
|
1944
|
Opinicus Capital
Tampa,
Florida
|
$1.59M
|
+$42.9K
|
+55
|
+3%
|
|
|
1945
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$1.59M
|
+$261K
|
+335
|
+22%
|
|
|
1946
|
West Family Investments
Carlsbad,
California
|
$1.59M
|
–
|
–
|
–
|
|
|
1947
|
Donoghue Forlines
Boston,
Massachusetts
|
$1.59M
|
-$201K
|
-257
|
-12%
|
|
|
1948
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.59M
|
–
|
–
|
–
|
|
|
1949
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.58M
|
-$17.9K
|
-23
|
-1%
|
|
|
1950
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.58M
|
+$1.45M
|
+1,861
|
New
|
|
