|
1926
|
Mission Creek Capital Partners
San Francisco,
California
|
$3.26M
|
+$309K
|
+463
|
+11%
|
|
|
1927
|
Defender Capital
Charlotte,
North Carolina
|
$3.26M
|
+$3.17M
|
+4,750
|
New
|
|
|
1928
|
Diversified Enterprises
Wilmington,
Delaware
|
$3.26M
|
+$170K
|
+255
|
+6%
|
|
|
1929
|
E&G Advisors
Houston,
Texas
|
$3.24M
|
-$13.3K
|
-20
|
-0.4%
|
|
|
1930
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$3.23M
|
+$8.67K
|
+13
|
+0.3%
|
|
|
1931
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3.23M
|
-$121K
|
-182
|
-4%
|
|
|
1932
|
Baring Financial
Bellingham,
Washington
|
$3.23M
|
-$110K
|
-165
|
-3%
|
|
|
1933
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$3.23M
|
+$216K
|
+324
|
+7%
|
|
|
1934
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$3.22M
|
+$3.13M
|
+4,695
|
New
|
|
|
1935
|
Harbour Investment Management
Edmonds,
Washington
|
$3.22M
|
–
|
–
|
–
|
|
|
1936
|
Index Fund Advisors
Irvine,
California
|
$3.22M
|
+$171K
|
+256
|
+6%
|
|
|
1937
|
Clearview Wealth Management
Irvine,
California
|
$3.22M
|
–
|
–
|
–
|
|
|
1938
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$3.21M
|
+$294K
|
+441
|
+10%
|
|
|
1939
|
Advance Capital Management
Southfield,
Michigan
|
$3.21M
|
-$161K
|
-242
|
-5%
|
|
|
1940
|
SkyOak Wealth
Southfield,
Michigan
|
$3.21M
|
+$14.7K
|
+22
|
+0.5%
|
|
|
1941
|
Integrity Financial
Cheyenne,
Wyoming
|
$3.21M
|
+$136K
|
+204
|
+5%
|
|
|
1942
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$3.21M
|
+$590K
|
+885
|
+23%
|
|
|
1943
|
Private Wealth Group
Tampa,
Florida
|
$3.2M
|
+$604K
|
+906
|
+24%
|
|
|
1944
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.19M
|
+$151K
|
+227
|
+5%
|
|
|
1945
|
Trueblood Wealth Management
Lima,
Ohio
|
$3.18M
|
+$197K
|
+295
|
+7%
|
|
|
1946
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.18M
|
+$137K
|
+205
|
+5%
|
|
|
1947
|
MYeCFO
La Jolla,
California
|
$3.18M
|
+$10K
|
+15
|
+0.3%
|
|
|
1948
|
Tumwater Wealth Management
Boise,
Idaho
|
$3.18M
|
+$32K
|
+48
|
+1%
|
|
|
1949
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.18M
|
+$1.3M
|
+1,948
|
+73%
|
|
|
1950
|
S&T Bank
Indiana,
Pennsylvania
|
$3.18M
|
+$2.59M
|
+3,890
|
+93%
|
|
