|
1926
|
Income Insurance Ltd
Singapore,
|
$1.29M
|
–
|
–
|
–
|
|
|
1927
|
Cercano Management
Bellevue,
Washington
|
$1.29M
|
–
|
–
|
–
|
|
|
1928
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$1.28M
|
+$818K
|
+1,554
|
+153%
|
|
|
1929
|
Howard Financial Services
Dallas,
Texas
|
$1.28M
|
-$37.9K
|
-72
|
-3%
|
|
|
1930
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$1.28M
|
-$579K
|
-1,100
|
-30%
|
|
|
1931
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.28M
|
+$35.3K
|
+67
|
+3%
|
|
|
1932
|
McGowan Group Asset Management
Dallas,
Texas
|
$1.28M
|
–
|
–
|
–
|
|
|
1933
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$1.28M
|
+$29K
|
+55
|
+2%
|
|
|
1934
|
Fielder Capital Group
Nashville,
Tennessee
|
$1.28M
|
-$95.3K
|
-181
|
-7%
|
|
|
1935
|
Waterloo Capital
Austin,
Texas
|
$1.27M
|
-$49K
|
-93
|
-4%
|
|
|
1936
|
Drive Wealth Management
Lehi,
Utah
|
$1.27M
|
-$140K
|
-265
|
-9%
|
|
|
1937
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.27M
|
-$5.79K
|
-11
|
-0.4%
|
|
|
1938
|
TFC Financial Management
Boston,
Massachusetts
|
$1.27M
|
-$36.3K
|
-69
|
-3%
|
|
|
1939
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.27M
|
-$235K
|
-447
|
-15%
|
|
|
1940
|
Oakworth Capital
Birmingham,
Alabama
|
$1.27M
|
-$12.6K
|
-24
|
-0.9%
|
|
|
1941
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.27M
|
-$65.8K
|
-125
|
-5%
|
|
|
1942
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.27M
|
-$48.5K
|
-92
|
-4%
|
|
|
1943
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.26M
|
+$371K
|
+705
|
+39%
|
|
|
1944
|
Bannerstone Capital Management
Wayzata,
Minnesota
|
$1.26M
|
+$15.8K
|
+30
|
+1%
|
|
|
1945
|
Virtue Asset Management
Barrington,
Illinois
|
$1.26M
|
+$15.3K
|
+29
|
+1%
|
|
|
1946
|
Evanson Asset Management
Carmel,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
1947
|
Stablepoint Partners
Braintree,
Massachusetts
|
$1.25M
|
-$26.3K
|
-50
|
-2%
|
|
|
1948
|
MCF Advisors
Covington,
Kentucky
|
$1.25M
|
+$471K
|
+894
|
+56%
|
|
|
1949
|
4J Wealth Management
Alexandria,
Virginia
|
$1.24M
|
-$114K
|
-217
|
-8%
|
|
|
1950
|
Letson Investment Management
Atlanta,
Georgia
|
$1.24M
|
–
|
–
|
–
|
|
