|
1926
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$71.5K
|
+$7.09K
|
+26
|
+12%
|
|
|
1927
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$70.9K
|
-$1.09K
|
-4
|
-2%
|
|
|
1928
|
Compass Wealth Management
Guilford,
Connecticut
|
$70.3K
|
+$8.45K
|
+31
|
+14%
|
|
|
1929
|
Westside Investment Management
Santa Monica,
California
|
$70K
|
–
|
–
|
–
|
|
|
1930
|
Global Financial Private Client
Sarasota,
Florida
|
$69.5K
|
+$12.5K
|
+46
|
+23%
|
|
|
1931
|
Disciplined Investments
Tulsa,
Oklahoma
|
$66K
|
-$3.54K
|
-13
|
-5%
|
|
|
1932
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$66K
|
+$273
|
+1
|
+0.4%
|
|
|
1933
|
Lipe & Dalton
Syracuse,
New York
|
$66K
|
–
|
–
|
–
|
|
|
1934
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$63.7K
|
–
|
–
|
–
|
|
|
1935
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$61.6K
|
+$58.9K
|
+216
|
New
|
|
|
1936
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$59.2K
|
–
|
–
|
–
|
|
|
1937
|
EARNEST Partners
Atlanta,
Georgia
|
$58.9K
|
–
|
–
|
–
|
|
|
1938
|
Park Circle Company
Baltimore,
Maryland
|
$57.2K
|
–
|
–
|
–
|
|
|
1939
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$56.3K
|
–
|
–
|
–
|
|
|
1940
|
Knuff & Co
Foster City,
California
|
$54.3K
|
–
|
–
|
–
|
|
|
1941
|
Silicon Valley Capital Partners
San Jose,
California
|
$52.9K
|
+$273
|
+1
|
+0.5%
|
|
|
1942
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$51.3K
|
+$2.19M
|
+8,034
|
+5%
|
|
|
1943
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$50.3K
|
+$48K
|
+176
|
New
|
|
|
1944
|
City State Bank
Norwalk,
Iowa
|
$50K
|
–
|
–
|
–
|
|
|
1945
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$49.2K
|
-$11.2K
|
-41
|
-19%
|
|
|
1946
|
Robbins Farley
Bedford,
New Hampshire
|
$48.6K
|
–
|
–
|
–
|
|
|
1947
|
Concord Wealth Partners
Abingdon,
Virginia
|
$48.5K
|
-$198K
|
-725
|
-81%
|
|
|
1948
|
Red Tortoise LLC
Atlanta,
Georgia
|
$46.6K
|
-$21.8K
|
-80
|
-33%
|
|
|
1949
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$46K
|
+$43.9K
|
+161
|
New
|
|
|
1950
|
SOA Wealth Advisors
New York
|
$46K
|
–
|
–
|
–
|
|
