|
1926
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.53M
|
+$4.33K
|
+8
|
+0.3%
|
|
|
1927
|
XTX Topco
George Town,
Cayman Islands
|
$1.52M
|
+$799K
|
+1,476
|
+110%
|
|
|
1928
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.52M
|
–
|
–
|
–
|
|
|
1929
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$1.51M
|
+$111K
|
+205
|
+8%
|
|
|
1930
|
MV Capital Management
Bethesda,
Maryland
|
$1.51M
|
–
|
–
|
–
|
|
|
1931
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$1.51M
|
+$21.7K
|
+40
|
+1%
|
|
|
1932
|
Kooman & Associates
Altoona,
Pennsylvania
|
$1.51M
|
-$10.8K
|
-20
|
-0.7%
|
|
|
1933
|
Portside Wealth Group
Provo,
Utah
|
$1.51M
|
+$251K
|
+464
|
+20%
|
|
|
1934
|
Zevin Asset Management
Boston,
Massachusetts
|
$1.5M
|
–
|
–
|
–
|
|
|
1935
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.5M
|
+$16.8K
|
+31
|
+1%
|
|
|
1936
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$1.5M
|
+$1.51M
|
+2,784
|
New
|
|
|
1937
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$1.5M
|
+$489K
|
+903
|
+48%
|
|
|
1938
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$1.49M
|
+$554K
|
+1,023
|
+58%
|
|
|
1939
|
Belvedere Trading
Chicago,
Illinois
|
$1.49M
|
-$7.27M
|
-13,422
|
-83%
|
|
|
1940
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.49M
|
+$105K
|
+194
|
+8%
|
|
|
1941
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.49M
|
+$19.5K
|
+36
|
+1%
|
|
|
1942
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$1.48M
|
+$61.7K
|
+114
|
+4%
|
|
|
1943
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$1.48M
|
+$1.08M
|
+1,986
|
+260%
|
|
|
1944
|
BetterWealth
San Jose,
California
|
$1.48M
|
–
|
–
|
–
|
|
|
1945
|
Sabal Trust
St. Petersburg,
Florida
|
$1.48M
|
+$152K
|
+280
|
+11%
|
|
|
1946
|
First Trust Advisors
Wheaton,
Illinois
|
$1.48M
|
+$1.49M
|
+2,748
|
New
|
|
|
1947
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.48M
|
-$1.08K
|
-2
|
-0.1%
|
|
|
1948
|
Riverview Trust Company
Vancouver,
Washington
|
$1.48M
|
-$241K
|
-445
|
-14%
|
|
|
1949
|
IMPACTfolio
Denver,
Colorado
|
$1.47M
|
+$2.17K
|
+4
|
+0.1%
|
|
|
1950
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.47M
|
+$3.25K
|
+6
|
+0.2%
|
|
