|
1926
|
Cambridge Trust
Cambridge,
Massachusetts
|
$91.6K
|
-$5.16K
|
-140
|
-6%
|
|
|
1927
|
Concord Wealth Partners
Abingdon,
Virginia
|
$91.2K
|
–
|
–
|
–
|
|
|
1928
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$89.9K
|
-$1.47K
|
-40
|
-2%
|
|
|
1929
|
CKW Financial Group
Honolulu,
Hawaii
|
$88K
|
–
|
–
|
–
|
|
|
1930
|
EARNEST Partners
Atlanta,
Georgia
|
$87.7K
|
–
|
–
|
–
|
|
|
1931
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$86.8K
|
+$8.84K
|
+240
|
+14%
|
|
|
1932
|
Solstein Capital
Menlo Park,
California
|
$85.9K
|
+$71.8K
|
+1,950
|
New
|
|
|
1933
|
Aspire Private Capital
Cornelius,
North Carolina
|
$84.3K
|
-$71.8K
|
-1,950
|
-51%
|
|
|
1934
|
Lipe & Dalton
Syracuse,
New York
|
$84K
|
–
|
–
|
–
|
|
|
1935
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$82.4K
|
-$694K
|
-18,830
|
-91%
|
|
|
1936
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$81K
|
-$368
|
-10
|
-0.5%
|
|
|
1937
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$78K
|
+$44.9K
|
+1,220
|
+2,033%
|
|
|
1938
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$77.5K
|
+$64.8K
|
+1,760
|
New
|
|
|
1939
|
|
$77.5K
|
+$5.16K
|
+140
|
+9%
|
|
|
1940
|
Key Financial Inc
West Chester,
Pennsylvania
|
$76.6K
|
+$14.4K
|
+390
|
+29%
|
|
|
1941
|
City State Bank
Norwalk,
Iowa
|
$76K
|
+$28K
|
+760
|
+78%
|
|
|
1942
|
Baystate Wealth Management
Boston,
Massachusetts
|
$75.8K
|
+$5.53K
|
+150
|
+10%
|
|
|
1943
|
TFO Wealth Partners
Maumee,
Ohio
|
$75.8K
|
+$63K
|
+1,710
|
+17,100%
|
|
|
1944
|
Operose Advisors
Milwaukee,
Wisconsin
|
$75.3K
|
–
|
–
|
–
|
|
|
1945
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$74.9K
|
+$23.9K
|
+650
|
+62%
|
|
|
1946
|
AllSquare Wealth Management
Albany,
New York
|
$73.5K
|
–
|
–
|
–
|
|
|
1947
|
Steward Financial Group
Colleyville,
Texas
|
$73K
|
+$6.63K
|
+180
|
+12%
|
|
|
1948
|
Howard Capital Management Group
Los Angeles,
California
|
$71.8K
|
+$60K
|
+1,630
|
New
|
|
|
1949
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$70.7K
|
–
|
–
|
–
|
|
|
1950
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$69K
|
-$4.42K
|
-120
|
-7%
|
|
