|
1926
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.18M
|
-$34K
|
-107
|
-3%
|
|
|
1927
|
Claro Advisors
Boston,
Massachusetts
|
$1.18M
|
+$54.7K
|
+172
|
+5%
|
|
|
1928
|
Evoke Wealth
Los Angeles,
California
|
$1.17M
|
+$126K
|
+397
|
+12%
|
|
|
1929
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.17M
|
+$221K
|
+695
|
+23%
|
|
|
1930
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$1.17M
|
+$147K
|
+463
|
+14%
|
|
|
1931
|
Hardy Reed
Tupelo,
Mississippi
|
$1.17M
|
-$66.8K
|
-210
|
-5%
|
|
|
1932
|
Excalibur Management
Waltham,
Massachusetts
|
$1.17M
|
-$318
|
-1
|
-0%
|
|
|
1933
|
Diligent Investors
Redlands,
California
|
$1.17M
|
+$1.59K
|
+5
|
+0.1%
|
|
|
1934
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.17M
|
+$18.1K
|
+57
|
+2%
|
|
|
1935
|
Balentine LLC
Atlanta,
Georgia
|
$1.16M
|
+$170K
|
+533
|
+17%
|
|
|
1936
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.16M
|
-$29.6K
|
-93
|
-2%
|
|
|
1937
|
Ballast Inc
Lexington,
Kentucky
|
$1.16M
|
+$64.6K
|
+203
|
+6%
|
|
|
1938
|
SSI Investment Management
Los Angeles,
California
|
$1.15M
|
-$4.13K
|
-13
|
-0.4%
|
|
|
1939
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.15M
|
+$1.15M
|
+3,603
|
New
|
|
|
1940
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.15M
|
-$241K
|
-758
|
-17%
|
|
|
1941
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.15M
|
-$13.7K
|
-43
|
-1%
|
|
|
1942
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.15M
|
+$10.8K
|
+34
|
+1%
|
|
|
1943
|
1776 Wealth
Atlanta,
Georgia
|
$1.14M
|
+$5.72K
|
+18
|
+0.5%
|
|
|
1944
|
Bangor Savings Bank
Bangor,
Maine
|
$1.14M
|
-$5.09K
|
-16
|
-0.4%
|
|
|
1945
|
Towerpoint Wealth
Sacramento,
California
|
$1.14M
|
+$6.68K
|
+21
|
+0.6%
|
|
|
1946
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.14M
|
-$136K
|
-427
|
-11%
|
|
|
1947
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.13M
|
+$589K
|
+1,853
|
+109%
|
|
|
1948
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.13M
|
-$31.8K
|
-100
|
-3%
|
|
|
1949
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.13M
|
-$33.4K
|
-105
|
-3%
|
|
|
1950
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$1.13M
|
-$9.54K
|
-30
|
-0.8%
|
|
