|
1926
|
WrapManager Inc
Mill Valley,
California
|
$1.01M
|
-$130K
|
-1,909
|
-11%
|
|
|
1927
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.01M
|
+$28.2K
|
+414
|
+3%
|
|
|
1928
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.01M
|
+$29.4K
|
+431
|
+3%
|
|
|
1929
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.01M
|
+$56.2K
|
+825
|
+6%
|
|
|
1930
|
Ames National Corp
Ames,
Iowa
|
$1M
|
-$8.25K
|
-121
|
-0.8%
|
|
|
1931
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1M
|
+$37.5K
|
+550
|
+4%
|
|
|
1932
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1M
|
-$23K
|
-338
|
-2%
|
|
|
1933
|
MONECO Advisors
Fairfield,
Connecticut
|
$1,000K
|
-$2.97M
|
-43,501
|
-75%
|
|
|
1934
|
Canal Capital Management
Richmond,
Virginia
|
$998K
|
-$29.3K
|
-430
|
-3%
|
|
|
1935
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$998K
|
+$5.86K
|
+86
|
+0.6%
|
|
|
1936
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$998K
|
–
|
–
|
–
|
|
|
1937
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$996K
|
+$204
|
+3
|
+0%
|
|
|
1938
|
Boxwood Ventures
Chicago,
Illinois
|
$995K
|
–
|
–
|
–
|
|
|
1939
|
Forest Hill Capital
Little Rock,
Arkansas
|
$994K
|
–
|
–
|
–
|
|
|
1940
|
Grove Bank & Trust
Miami,
Florida
|
$993K
|
-$6.07K
|
-89
|
-0.6%
|
|
|
1941
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$990K
|
+$20K
|
+293
|
+2%
|
|
|
1942
|
LeConte Wealth Management
Maryville,
Tennessee
|
$990K
|
+$285K
|
+4,177
|
+41%
|
|
|
1943
|
Aureus Asset Management
Boston,
Massachusetts
|
$989K
|
–
|
–
|
–
|
|
|
1944
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$989K
|
-$32.8K
|
-481
|
-3%
|
|
|
1945
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$986K
|
-$131K
|
-1,921
|
-12%
|
|
|
1946
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$985K
|
-$7.97K
|
-117
|
-0.8%
|
|
|
1947
|
TCM Advisors
Martinsburg,
West Virginia
|
$981K
|
–
|
–
|
–
|
|
|
1948
|
Klingman & Associates
New York
|
$981K
|
+$37.2K
|
+546
|
+4%
|
|
|
1949
|
Rexford Capital
Bellaire,
Texas
|
$976K
|
–
|
–
|
–
|
|
|
1950
|
Promethium Advisors
Bethesda,
Maryland
|
$973K
|
-$36.8K
|
-540
|
-4%
|
|
