|
1926
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$856K
|
+$19K
|
+273
|
+2%
|
|
|
1927
|
Enhancing Capital
Harrisburg,
Pennsylvania
|
$855K
|
–
|
–
|
–
|
|
|
1928
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$855K
|
-$192K
|
-2,758
|
-18%
|
|
|
1929
|
Chemistry Wealth Management
New York
|
$855K
|
–
|
–
|
–
|
|
|
1930
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$853K
|
+$49.1K
|
+704
|
+6%
|
|
|
1931
|
Aries Wealth Management
Portland,
Maine
|
$852K
|
–
|
–
|
–
|
|
|
1932
|
Cromwell Holdings
Jackson,
Wyoming
|
$852K
|
–
|
–
|
–
|
|
|
1933
|
Cornerstone Management
Duluth,
Georgia
|
$851K
|
-$21.9K
|
-314
|
-3%
|
|
|
1934
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$849K
|
+$41.8K
|
+600
|
+5%
|
|
|
1935
|
Bank OZK
Little Rock,
Arkansas
|
$847K
|
-$54.2K
|
-777
|
-6%
|
|
|
1936
|
Live Oak Investment Partners
Austin,
Texas
|
$847K
|
-$56.4K
|
-809
|
-6%
|
|
|
1937
|
Ballast Inc
Lexington,
Kentucky
|
$846K
|
-$74.5K
|
-1,069
|
-8%
|
|
|
1938
|
VisionPoint Advisory Group
Dallas,
Texas
|
$844K
|
+$267K
|
+3,825
|
+46%
|
|
|
1939
|
Appleton Partners
Boston,
Massachusetts
|
$844K
|
-$136K
|
-1,946
|
-14%
|
|
|
1940
|
Permanent Capital Management
Chicago,
Illinois
|
$844K
|
-$4.95K
|
-71
|
-0.6%
|
|
|
1941
|
D'Orazio & Associates
Falls Church,
Virginia
|
$844K
|
+$27.3K
|
+392
|
+3%
|
|
|
1942
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$841K
|
+$838K
|
+12,024
|
New
|
|
|
1943
|
Meridian Investment Counsel
Lafayette,
California
|
$839K
|
-$69.7K
|
-1,000
|
-8%
|
|
|
1944
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$839K
|
+$837K
|
+12,000
|
New
|
|
|
1945
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$838K
|
-$6.86M
|
-98,452
|
-89%
|
|
|
1946
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$837K
|
-$13.8K
|
-198
|
-2%
|
|
|
1947
|
Ransom Advisory
Providence,
Rhode Island
|
$835K
|
-$2.51K
|
-36
|
-0.3%
|
|
|
1948
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$833K
|
-$8.92K
|
-128
|
-1%
|
|
|
1949
|
Flynn Zito Capital Management
Garden City,
New York
|
$832K
|
+$4.39K
|
+63
|
+0.5%
|
|
|
1950
|
Hardworking Capital Advisors
Palm Desert,
California
|
$832K
|
+$829K
|
+11,896
|
New
|
|
