|
1926
|
Xcel Wealth Management
Holly Hill,
Florida
|
$668K
|
+$448K
|
+5,862
|
+217%
|
|
|
1927
|
Harvest Fund Management
Beijing,
China
|
$667K
|
-$330K
|
-4,319
|
-34%
|
|
|
1928
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$667K
|
+$2.14K
|
+28
|
+0.3%
|
|
|
1929
|
TAP Consulting
Kirkwood,
Missouri
|
$667K
|
+$5.12K
|
+67
|
+0.8%
|
|
|
1930
|
Standard Family Office
Sioux Falls,
South Dakota
|
$667K
|
+$653K
|
+8,539
|
New
|
|
|
1931
|
Insight 2811 Inc
Chicago,
Illinois
|
$666K
|
-$4.82K
|
-63
|
-0.7%
|
|
|
1932
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$666K
|
+$31.3K
|
+409
|
+5%
|
|
|
1933
|
Apella Capital
West Hartford,
Connecticut
|
$665K
|
-$26.5K
|
-347
|
-4%
|
|
|
1934
|
ETF Managers Group
Summit,
New Jersey
|
$664K
|
+$62K
|
+811
|
+10%
|
|
|
1935
|
Tempus Wealth Planning
Irvine,
California
|
$660K
|
+$42.4K
|
+555
|
+7%
|
|
|
1936
|
Glovista Investments
Jersey City,
New Jersey
|
$659K
|
+$646K
|
+8,443
|
New
|
|
|
1937
|
Avidian Wealth Enterprises
Houston,
Texas
|
$658K
|
-$32.2K
|
-421
|
-5%
|
|
|
1938
|
First Interstate Bank
Billings,
Montana
|
$657K
|
-$22.6K
|
-295
|
-3%
|
|
|
1939
|
Renasant Bank
Tupelo,
Mississippi
|
$657K
|
+$643K
|
+8,413
|
New
|
|
|
1940
|
Lake Street Private Wealth
Chicago,
Illinois
|
$656K
|
-$61.8K
|
-808
|
-9%
|
|
|
1941
|
SOA Wealth Advisors
New York
|
$656K
|
+$702K
|
+9,180
|
New
|
|
|
1942
|
Financial Perspectives
Minneapolis,
Minnesota
|
$655K
|
–
|
–
|
–
|
|
|
1943
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$651K
|
+$208K
|
+2,715
|
+49%
|
|
|
1944
|
Members Trust
Tampa,
Florida
|
$650K
|
+$110K
|
+1,440
|
+21%
|
|
|
1945
|
Fenimore Asset Management
Cobleskill,
New York
|
$649K
|
–
|
–
|
–
|
|
|
1946
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$649K
|
+$82.9K
|
+1,084
|
+15%
|
|
|
1947
|
Allegiant Private Advisors
Sarasota,
Florida
|
$649K
|
+$635K
|
+8,309
|
New
|
|
|
1948
|
Townsend Asset Management
Raleigh,
North Carolina
|
$648K
|
+$2.14K
|
+28
|
+0.3%
|
|
|
1949
|
Focus Financial Network
Minneapolis,
Minnesota
|
$646K
|
+$42.4K
|
+554
|
+7%
|
|
|
1950
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$645K
|
-$104K
|
-1,360
|
-14%
|
|
