|
1926
|
Retirement Management Systems
Leonardtown,
Maryland
|
$4.23M
|
+$4.19M
|
+6,173
|
New
|
|
|
1927
|
PUREfi Wealth
Boston,
Massachusetts
|
$4.21M
|
-$169K
|
-249
|
-4%
|
|
|
1928
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$4.21M
|
+$428K
|
+631
|
+11%
|
|
|
1929
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$4.21M
|
-$26.5K
|
-39
|
-0.6%
|
|
|
1930
|
Clarkston Capital Partners
Rochester,
Michigan
|
$4.21M
|
+$64.5K
|
+95
|
+2%
|
|
|
1931
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$4.2M
|
+$506K
|
+745
|
+14%
|
|
|
1932
|
Curat Global
Springfield,
New Hampshire
|
$4.2M
|
-$2.04M
|
-3,000
|
-33%
|
|
|
1933
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.19M
|
+$50.9K
|
+75
|
+1%
|
|
|
1934
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$4.19M
|
+$3.94M
|
+5,800
|
+1,853%
|
|
|
1935
|
Howard Wealth Management
Madison,
Connecticut
|
$4.19M
|
+$835K
|
+1,230
|
+25%
|
|
|
1936
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$4.17M
|
+$29.9K
|
+44
|
+0.7%
|
|
|
1937
|
Oakworth Capital
Birmingham,
Alabama
|
$4.16M
|
–
|
–
|
–
|
|
|
1938
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.16M
|
-$1.22M
|
-1,798
|
-23%
|
|
|
1939
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$4.16M
|
-$395K
|
-581
|
-9%
|
|
|
1940
|
WestHill Financial Advisors
San Rafael,
California
|
$4.16M
|
-$30.6K
|
-45
|
-0.7%
|
|
|
1941
|
Two West Capital Advisors
Overland Park,
Kansas
|
$4.15M
|
+$141K
|
+208
|
+4%
|
|
|
1942
|
Liberty Capital Management
Birmingham,
Michigan
|
$4.14M
|
-$89K
|
-131
|
-2%
|
|
|
1943
|
GDS Wealth Management
Flower Mound,
Texas
|
$4.14M
|
-$21.7K
|
-32
|
-0.5%
|
|
|
1944
|
Invested Advisors
State College,
Pennsylvania
|
$4.13M
|
+$676K
|
+995
|
+20%
|
|
|
1945
|
Allen Investment Management
New York
|
$4.13M
|
+$4.1M
|
+6,032
|
New
|
|
|
1946
|
L.K. Benson & Company
Baltimore,
Maryland
|
$4.12M
|
-$523K
|
-770
|
-11%
|
|
|
1947
|
Raleigh Capital Management
Cary,
North Carolina
|
$4.12M
|
+$234K
|
+345
|
+6%
|
|
|
1948
|
McAlister Sweet & Associates
Houston,
Texas
|
$4.12M
|
+$246K
|
+362
|
+6%
|
|
|
1949
|
Torrey-Payne Wealth Management
Pasadena,
California
|
$4.12M
|
+$4.02M
|
+5,914
|
New
|
|
|
1950
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$4.11M
|
+$10.2K
|
+15
|
+0.3%
|
|
