|
1926
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.3M
|
+$51.9K
|
+2,400
|
+5%
|
|
|
1927
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.3M
|
-$9.52K
|
-440
|
-0.9%
|
|
|
1928
|
Richard W. Paul & Associates
Novi,
Michigan
|
$1.29M
|
+$57.4K
|
+2,650
|
+6%
|
|
|
1929
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.29M
|
-$79.2K
|
-3,660
|
-7%
|
|
|
1930
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$1.29M
|
-$233K
|
-10,750
|
-19%
|
|
|
1931
|
MCF Advisors
Covington,
Kentucky
|
$1.29M
|
-$22.5K
|
-1,040
|
-2%
|
|
|
1932
|
BOS Asset Management
Springfield,
Illinois
|
$1.29M
|
+$4.54K
|
+210
|
+0.5%
|
|
|
1933
|
NovaPoint Capital
Atlanta,
Georgia
|
$1.29M
|
-$13.6K
|
-630
|
-1%
|
|
|
1934
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.29M
|
+$42.9K
|
+1,980
|
+4%
|
|
|
1935
|
Summit Global Investments
Bountiful,
Utah
|
$1.29M
|
+$272K
|
+12,550
|
+37%
|
|
|
1936
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.29M
|
-$797K
|
-36,810
|
-44%
|
|
|
1937
|
1776 Wealth
Atlanta,
Georgia
|
$1.29M
|
–
|
–
|
–
|
|
|
1938
|
LifeSteps Financial
Claremont,
California
|
$1.29M
|
-$140K
|
-6,490
|
-12%
|
|
|
1939
|
Fayez Sarofim & Co
Houston,
Texas
|
$1.29M
|
-$46.7K
|
-2,160
|
-4%
|
|
|
1940
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.29M
|
+$1M
|
+46,290
|
New
|
|
|
1941
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.28M
|
-$42.6K
|
-1,970
|
-4%
|
|
|
1942
|
|
$1.28M
|
+$76.4K
|
+3,530
|
+8%
|
|
|
1943
|
Howland Capital Management
Boston,
Massachusetts
|
$1.28M
|
-$141K
|
-6,520
|
-12%
|
|
|
1944
|
TimeScale Financial
Danvers,
Massachusetts
|
$1.28M
|
-$31.6K
|
-1,460
|
-3%
|
|
|
1945
|
Principal Street Partners
Memphis,
Tennessee
|
$1.27M
|
+$166K
|
+7,660
|
+20%
|
|
|
1946
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$1.27M
|
+$46.1K
|
+2,130
|
+5%
|
|
|
1947
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$1.27M
|
+$987K
|
+45,610
|
New
|
|
|
1948
|
Telos Capital Management
San Diego,
California
|
$1.27M
|
+$321K
|
+14,820
|
+48%
|
|
|
1949
|
Israel Discount Bank of New York
New York
|
$1.26M
|
-$526K
|
-24,320
|
-35%
|
|
|
1950
|
|
$1.26M
|
+$260K
|
+12,030
|
+36%
|
|
