|
1926
|
Fiduciary Planning
Englewood,
Florida
|
$1.4M
|
-$602K
|
-3,347
|
-30%
|
|
|
1927
|
Larson Financial Group
St Louis,
Missouri
|
$1.4M
|
-$6.83K
|
-38
|
-0.5%
|
|
|
1928
|
Westfield Capital Management
Boston,
Massachusetts
|
$1.39M
|
+$12.6K
|
+70
|
+0.9%
|
|
|
1929
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.39M
|
–
|
–
|
–
|
|
|
1930
|
Zuckerman Investment Group
Chicago,
Illinois
|
$1.39M
|
+$146K
|
+810
|
+11%
|
|
|
1931
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.39M
|
+$2.34K
|
+13
|
+0.2%
|
|
|
1932
|
Corsicana & Co
Corsicana,
Texas
|
$1.39M
|
+$1.42M
|
+7,898
|
New
|
|
|
1933
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.39M
|
+$78.6K
|
+437
|
+6%
|
|
|
1934
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.38M
|
+$156K
|
+866
|
+12%
|
|
|
1935
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.38M
|
-$5.39K
|
-30
|
-0.4%
|
|
|
1936
|
Roosevelt Investment Group
New York
|
$1.37M
|
+$268K
|
+1,488
|
+24%
|
|
|
1937
|
William Blair Investment Management
Chicago,
Illinois
|
$1.37M
|
+$948K
|
+5,273
|
+211%
|
|
|
1938
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.36M
|
+$119K
|
+663
|
+9%
|
|
|
1939
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.36M
|
+$154K
|
+854
|
+12%
|
|
|
1940
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.36M
|
+$4.5K
|
+25
|
+0.3%
|
|
|
1941
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.35M
|
+$136K
|
+758
|
+11%
|
|
|
1942
|
|
$1.35M
|
+$1.21M
|
+6,704
|
+617%
|
|
|
1943
|
Gables Capital Management
Miami,
Florida
|
$1.34M
|
-$592K
|
-3,290
|
-30%
|
|
|
1944
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.34M
|
+$67.8K
|
+377
|
+5%
|
|
|
1945
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$1.34M
|
+$707K
|
+3,932
|
+107%
|
|
|
1946
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.34M
|
-$64.6K
|
-359
|
-5%
|
|
|
1947
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.33M
|
-$4.14K
|
-23
|
-0.3%
|
|
|
1948
|
Ballast Inc
Lexington,
Kentucky
|
$1.33M
|
+$166K
|
+922
|
+14%
|
|
|
1949
|
New World Advisors
Hingham,
Massachusetts
|
$1.33M
|
+$1.37M
|
+7,595
|
New
|
|
|
1950
|
Alaethes Wealth
Glenbrook,
Nevada
|
$1.33M
|
+$71.2K
|
+396
|
+6%
|
|
