|
1926
|
NKCFO LLC
Geneva,
Illinois
|
$2.11M
|
–
|
–
|
–
|
|
|
1927
|
Verition Fund Management
Greenwich,
Connecticut
|
$2.11M
|
+$1.55M
|
+11,919
|
+293%
|
|
|
1928
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$2.1M
|
+$81K
|
+623
|
+4%
|
|
|
1929
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$2.1M
|
+$1.09M
|
+8,366
|
+110%
|
|
|
1930
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.1M
|
-$18.6K
|
-143
|
-0.9%
|
|
|
1931
|
Cypress Wealth Services
Palm Desert,
California
|
$2.1M
|
-$36K
|
-277
|
-2%
|
|
|
1932
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$2.1M
|
-$11.7K
|
-90
|
-0.6%
|
|
|
1933
|
Arrow Financial
Glens Falls,
New York
|
$2.1M
|
-$25.4K
|
-195
|
-1%
|
|
|
1934
|
White Pine Capital
Bloomington,
Minnesota
|
$2.09M
|
+$1.43K
|
+11
|
+0.1%
|
|
|
1935
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$2.09M
|
+$136K
|
+1,044
|
+7%
|
|
|
1936
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2.09M
|
+$1.95K
|
+15
|
+0.1%
|
|
|
1937
|
Charter Research & Investment Group
Southport,
Connecticut
|
$2.09M
|
-$68.9K
|
-530
|
-3%
|
|
|
1938
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.09M
|
-$45.4K
|
-349
|
-2%
|
|
|
1939
|
First Merchants Corp
Muncie,
Indiana
|
$2.08M
|
-$81K
|
-623
|
-4%
|
|
|
1940
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2.08M
|
-$9.49K
|
-73
|
-0.5%
|
|
|
1941
|
Ignite Planners
San Clemente,
California
|
$2.08M
|
+$652K
|
+5,011
|
+49%
|
|
|
1942
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$2.08M
|
+$103K
|
+793
|
+5%
|
|
|
1943
|
Affinity Capital Advisors
Berkeley,
California
|
$2.07M
|
+$1.09M
|
+8,371
|
+114%
|
|
|
1944
|
SBB Research Group
Northbrook,
Illinois
|
$2.07M
|
–
|
–
|
–
|
|
|
1945
|
Regatta Capital Group
El Segundo,
California
|
$2.06M
|
+$2.03M
|
+15,636
|
New
|
|
|
1946
|
Northside Capital Management
Hood River,
Oregon
|
$2.05M
|
+$520K
|
+4,000
|
+35%
|
|
|
1947
|
Shira Ridge Wealth Management
Larkspur,
California
|
$2.03M
|
+$52.1K
|
+401
|
+3%
|
|
|
1948
|
Amarillo National Bank
Amarillo,
Texas
|
$2.03M
|
–
|
–
|
–
|
|
|
1949
|
Westshore Wealth
Newport Beach,
California
|
$2.03M
|
-$32.8K
|
-252
|
-2%
|
|
|
1950
|
Magnolia Capital Management
Cold Spring,
New York
|
$2.03M
|
–
|
–
|
–
|
|
