|
1926
|
XML Financial
Bethesda,
Maryland
|
$665K
|
+$107K
|
+274
|
+16%
|
|
|
1927
|
Everest Management Corp
Cupertino,
California
|
$664K
|
+$449K
|
+1,146
|
+140%
|
|
|
1928
|
Steinberganna Wealth Management
Huntington,
New York
|
$662K
|
-$213K
|
-544
|
-22%
|
|
|
1929
|
Madison Wealth Partners
Madison,
Wisconsin
|
$662K
|
+$145K
|
+370
|
+23%
|
|
|
1930
|
Journey Advisory Group
Covington,
Kentucky
|
$660K
|
-$8.26M
|
-21,093
|
-92%
|
|
|
1931
|
PCB Capital
East Brunswick,
New Jersey
|
$659K
|
+$30.9K
|
+79
|
+4%
|
|
|
1932
|
First National Trust
Hermitage,
Pennsylvania
|
$658K
|
+$132K
|
+338
|
+21%
|
|
|
1933
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$658K
|
+$122K
|
+311
|
+19%
|
|
|
1934
|
Cache Advisors
San Francisco,
California
|
$657K
|
+$762K
|
+1,945
|
New
|
|
|
1935
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$653K
|
+$26.2K
|
+67
|
+4%
|
|
|
1936
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$653K
|
+$402K
|
+1,025
|
+113%
|
|
|
1937
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$653K
|
-$1.57K
|
-4
|
-0.2%
|
|
|
1938
|
Militia Capital Management
Austin,
Texas
|
$652K
|
+$756K
|
+1,930
|
New
|
|
|
1939
|
|
$652K
|
+$756K
|
+1,931
|
New
|
|
|
1940
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$652K
|
-$53.3K
|
-136
|
-7%
|
|
|
1941
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$648K
|
+$752K
|
+1,919
|
New
|
|
|
1942
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$647K
|
+$223K
|
+570
|
+42%
|
|
|
1943
|
United Bank (Georgia)
Zebulon,
Georgia
|
$647K
|
–
|
–
|
–
|
|
|
1944
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$647K
|
+$59.5K
|
+152
|
+9%
|
|
|
1945
|
Camden National Bank
Camden,
Maine
|
$645K
|
-$91.7K
|
-234
|
-11%
|
|
|
1946
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$644K
|
+$747K
|
+1,907
|
New
|
|
|
1947
|
Close Asset Management
London,
United Kingdom
|
$644K
|
+$97.5K
|
+249
|
+15%
|
|
|
1948
|
Fiduciary Alliance
Greenville,
South Carolina
|
$644K
|
+$208K
|
+530
|
+60%
|
|
|
1949
|
Parsons Capital Management
Providence,
Rhode Island
|
$644K
|
+$39.2K
|
+100
|
+6%
|
|
|
1950
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$643K
|
+$745K
|
+1,903
|
New
|
|
