|
1926
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$312K
|
+$10.2K
|
+94
|
+4%
|
|
|
1927
|
Vision Capital Management
Portland,
Oregon
|
$312K
|
–
|
–
|
–
|
|
|
1928
|
Close Asset Management
London,
United Kingdom
|
$312K
|
-$289K
|
-2,650
|
-55%
|
|
|
1929
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$312K
|
-$18.8K
|
-173
|
-7%
|
|
|
1930
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$312K
|
–
|
–
|
–
|
|
|
1931
|
Allen Investment Management
New York
|
$312K
|
-$4.36K
|
-40
|
-2%
|
|
|
1932
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$311K
|
+$239K
|
+2,195
|
New
|
|
|
1933
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$311K
|
+$25.6K
|
+235
|
+12%
|
|
|
1934
|
Sage Rhino Capital
Menlo Park,
California
|
$311K
|
-$1.31K
|
-12
|
-0.5%
|
|
|
1935
|
Meag Munich Ergo
Munich,
Germany
|
$310K
|
–
|
–
|
–
|
|
|
1936
|
Sentry LLC
Memphis,
Tennessee
|
$310K
|
–
|
–
|
–
|
|
|
1937
|
PUREfi Wealth
Boston,
Massachusetts
|
$309K
|
+$2.29K
|
+21
|
+1%
|
|
|
1938
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$308K
|
+$207K
|
+1,900
|
+699%
|
|
|
1939
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$306K
|
-$44.4K
|
-408
|
-16%
|
|
|
1940
|
Portside Wealth Group
Provo,
Utah
|
$306K
|
+$235K
|
+2,157
|
New
|
|
|
1941
|
SLT Holdings
Scottsdale,
Arizona
|
$306K
|
+$9.58K
|
+88
|
+4%
|
|
|
1942
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$306K
|
+$234K
|
+2,153
|
New
|
|
|
1943
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$305K
|
-$32.4K
|
-298
|
-12%
|
|
|
1944
|
Fortis Advisors
Wayne,
Pennsylvania
|
$305K
|
–
|
–
|
–
|
|
|
1945
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$305K
|
-$20.1K
|
-185
|
-8%
|
|
|
1946
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$305K
|
–
|
–
|
–
|
|
|
1947
|
Willis Johnson & Associates
Houston,
Texas
|
$304K
|
-$24.1K
|
-221
|
-9%
|
|
|
1948
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$304K
|
+$5.88K
|
+54
|
+3%
|
|
|
1949
|
PFW Advisors
Atlanta,
Georgia
|
$303K
|
-$15.9K
|
-146
|
-6%
|
|
|
1950
|
Litman Gregory Wealth Management
Larkspur,
California
|
$302K
|
-$27.2K
|
-250
|
-11%
|
|
