|
1926
|
Olistico Wealth
Tulsa,
Oklahoma
|
$889K
|
–
|
–
|
–
|
|
|
1927
|
Tompkins Financial
Ithaca,
New York
|
$889K
|
-$15.5K
|
-89
|
-2%
|
|
|
1928
|
Garner Asset Management Corp
Plano,
Texas
|
$886K
|
+$81.1K
|
+467
|
+11%
|
|
|
1929
|
|
$885K
|
–
|
–
|
–
|
|
|
1930
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$883K
|
+$16K
|
+92
|
+2%
|
|
|
1931
|
Weaver Consulting Group
Huntington Beach,
California
|
$883K
|
+$5.73K
|
+33
|
+0.7%
|
|
|
1932
|
Benin Management Corp
Wilton,
Connecticut
|
$882K
|
-$47.8K
|
-275
|
-5%
|
|
|
1933
|
Beaumont Asset Management
Beaumont,
Texas
|
$880K
|
-$32.8K
|
-189
|
-4%
|
|
|
1934
|
PGIM Custom Harvest
Newark,
New Jersey
|
$875K
|
+$178K
|
+1,026
|
+27%
|
|
|
1935
|
BankChampaign National Association
Champaign,
Illinois
|
$875K
|
+$828K
|
+4,769
|
New
|
|
|
1936
|
Fire Capital Management
San Francisco,
California
|
$870K
|
–
|
–
|
–
|
|
|
1937
|
Catalyst Investment Management
Windham,
New Hampshire
|
$870K
|
+$824K
|
+4,742
|
New
|
|
|
1938
|
Addison Advisors
Middlebury,
Vermont
|
$866K
|
-$7.99K
|
-46
|
-1%
|
|
|
1939
|
King Wealth Management Group
Naples,
Florida
|
$866K
|
-$1.74K
|
-10
|
-0.2%
|
|
|
1940
|
Biltmore Family Office
Charlotte,
North Carolina
|
$865K
|
+$67.9K
|
+391
|
+9%
|
|
|
1941
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$864K
|
+$2.08K
|
+12
|
+0.3%
|
|
|
1942
|
Hardy Reed
Tupelo,
Mississippi
|
$863K
|
+$37.5K
|
+216
|
+5%
|
|
|
1943
|
Appleton Partners
Boston,
Massachusetts
|
$863K
|
+$146K
|
+842
|
+22%
|
|
|
1944
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$863K
|
-$99K
|
-570
|
-11%
|
|
|
1945
|
Tradewinds LLC
Raleigh,
North Carolina
|
$862K
|
-$31.1K
|
-179
|
-4%
|
|
|
1946
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$862K
|
-$13K
|
-75
|
-2%
|
|
|
1947
|
Promethium Advisors
Bethesda,
Maryland
|
$862K
|
+$295K
|
+1,700
|
+57%
|
|
|
1948
|
SL Advisors
Westfield,
New Jersey
|
$861K
|
+$3.65K
|
+21
|
+0.4%
|
|
|
1949
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$861K
|
+$43.8K
|
+252
|
+6%
|
|
|
1950
|
Acima Private Wealth
Richmond,
Virginia
|
$861K
|
–
|
–
|
–
|
|
