|
1926
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$727K
|
-$21.3K
|
-438
|
-3%
|
|
|
1927
|
LexAurum Advisors
Overland Park,
Kansas
|
$725K
|
-$33.7K
|
-693
|
-5%
|
|
|
1928
|
Angeles Wealth Management
Santa Monica,
California
|
$722K
|
-$61.7K
|
-1,268
|
-9%
|
|
|
1929
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$722K
|
-$60.6K
|
-1,247
|
-8%
|
|
|
1930
|
Destination Wealth Management
Walnut Creek,
California
|
$717K
|
-$23.1K
|
-475
|
-3%
|
|
|
1931
|
Beam Wealth Advisors
Covington,
Louisiana
|
$716K
|
+$17.4K
|
+358
|
+3%
|
|
|
1932
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$713K
|
-$166K
|
-3,413
|
-20%
|
|
|
1933
|
Beaton Management Company
Haverhill,
Massachusetts
|
$712K
|
-$9.73K
|
-200
|
-1%
|
|
|
1934
|
PGIM Custom Harvest
Newark,
New Jersey
|
$711K
|
+$59.8K
|
+1,229
|
+10%
|
|
|
1935
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$709K
|
+$4.86K
|
+100
|
+0.8%
|
|
|
1936
|
Cromwell Holdings
Jackson,
Wyoming
|
$708K
|
–
|
–
|
–
|
|
|
1937
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$707K
|
+$65.2K
|
+1,341
|
+11%
|
|
|
1938
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$707K
|
+$63.5K
|
+1,306
|
+11%
|
|
|
1939
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$703K
|
–
|
–
|
–
|
|
|
1940
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$700K
|
-$3.06K
|
-63
|
-0.5%
|
|
|
1941
|
Whitney & Co
Rochester,
New York
|
$699K
|
-$19.2K
|
-395
|
-3%
|
|
|
1942
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$696K
|
+$9.48K
|
+195
|
+2%
|
|
|
1943
|
Garner Asset Management Corp
Plano,
Texas
|
$696K
|
-$22.5K
|
-463
|
-3%
|
|
|
1944
|
Arlington Trust
Birmingham,
Alabama
|
$696K
|
-$60.7K
|
-1,249
|
-9%
|
|
|
1945
|
RS Crum Inc
Newport Beach,
California
|
$696K
|
-$48.6K
|
-1,000
|
-7%
|
|
|
1946
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$694K
|
-$12.9K
|
-265
|
-2%
|
|
|
1947
|
Cross Staff Investments
Pittsford,
New York
|
$694K
|
+$10.2K
|
+209
|
+2%
|
|
|
1948
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$693K
|
+$49K
|
+1,008
|
+8%
|
|
|
1949
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$693K
|
–
|
–
|
–
|
|
|
1950
|
Kercheville Advisors
San Antonio,
Texas
|
$691K
|
+$632K
|
+12,990
|
New
|
|
