|
1926
|
Ransom Advisory
Providence,
Rhode Island
|
$2.7M
|
-$27K
|
-100
|
-1%
|
|
|
1927
|
Arlington Trust
Birmingham,
Alabama
|
$2.69M
|
–
|
–
|
–
|
|
|
1928
|
Platform Technology Partners
New York
|
$2.67M
|
+$36K
|
+133
|
+1%
|
|
|
1929
|
Natixis Investment Managers International
Paris,
France
|
$2.66M
|
-$147K
|
-545
|
-5%
|
|
|
1930
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.66M
|
+$230K
|
+852
|
+10%
|
|
|
1931
|
Park Place Capital
Homewood,
Alabama
|
$2.65M
|
-$303K
|
-1,120
|
-10%
|
|
|
1932
|
Umpqua Bank
Lake Oswego,
Oregon
|
$2.64M
|
+$56.2K
|
+208
|
+2%
|
|
|
1933
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.64M
|
+$45.7K
|
+169
|
+2%
|
|
|
1934
|
Sanders Morris Harris
Houston,
Texas
|
$2.64M
|
+$99.5K
|
+368
|
+4%
|
|
|
1935
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$2.63M
|
+$609K
|
+2,253
|
+31%
|
|
|
1936
|
Parnassus Investments
San Francisco,
California
|
$2.63M
|
+$255K
|
+943
|
+11%
|
|
|
1937
|
Darwin Wealth Management
Tampa,
Florida
|
$2.62M
|
-$79.5K
|
-294
|
-3%
|
|
|
1938
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.62M
|
-$144K
|
-534
|
-5%
|
|
|
1939
|
TCFG Wealth Management
Laguna Niguel,
California
|
$2.62M
|
+$2.57M
|
+9,514
|
New
|
|
|
1940
|
Snider Financial Group
Bellevue,
Washington
|
$2.61M
|
+$136K
|
+502
|
+6%
|
|
|
1941
|
Applied Capital LLC
Hollywood,
Florida
|
$2.61M
|
-$10.8K
|
-40
|
-0.4%
|
|
|
1942
|
Inspire Trust Company
Reno,
Nevada
|
$2.61M
|
+$735K
|
+2,718
|
+40%
|
|
|
1943
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.61M
|
+$639K
|
+2,365
|
+33%
|
|
|
1944
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$2.61M
|
+$95.7K
|
+354
|
+4%
|
|
|
1945
|
Carmignac Gestion
Paris,
France
|
$2.61M
|
-$112K
|
-415
|
-4%
|
|
|
1946
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$2.59M
|
-$141K
|
-523
|
-5%
|
|
|
1947
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$2.59M
|
-$1.78M
|
-6,585
|
-41%
|
|
|
1948
|
1776 Wealth
Atlanta,
Georgia
|
$2.59M
|
-$86.2K
|
-319
|
-3%
|
|
|
1949
|
SS&H Financial Advisors
Troy,
Michigan
|
$2.58M
|
+$47K
|
+174
|
+2%
|
|
|
1950
|
Maia Wealth
Denver,
Colorado
|
$2.58M
|
+$255K
|
+943
|
+12%
|
|
