|
1926
|
GoalVest Advisory
New York
|
$49.2K
|
-$20.3K
|
-20
|
-29%
|
|
|
1927
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$49.2K
|
–
|
–
|
–
|
|
|
1928
|
Sittner & Nelson
Eugene,
Oregon
|
$49.2K
|
–
|
–
|
–
|
|
|
1929
|
Modus Advisors
Excelsior,
Minnesota
|
$48.2K
|
+$47.7K
|
+47
|
New
|
|
|
1930
|
Creative Financial Designs
Kokomo,
Indiana
|
$47.4K
|
-$7.1K
|
-7
|
-13%
|
|
|
1931
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$47.2K
|
-$2.03K
|
-2
|
-4%
|
|
|
1932
|
HBC Financial Services
Seattle,
Washington
|
$46K
|
+$1.01K
|
+1
|
+2%
|
|
|
1933
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$45K
|
+$47.7K
|
+47
|
New
|
|
|
1934
|
Financial Life Planners
Tempe,
Arizona
|
$44.6K
|
+$43.6K
|
+43
|
New
|
|
|
1935
|
Cedar Wealth Management
Walnut Creek,
California
|
$43.1K
|
+$42.6K
|
+42
|
New
|
|
|
1936
|
Prudent Man Investment Management
Louisville,
Colorado
|
$43.1K
|
+$42.6K
|
+42
|
New
|
|
|
1937
|
Acadian Asset Management
Boston,
Massachusetts
|
$43K
|
-$2.39M
|
-2,357
|
-98%
|
|
|
1938
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$43K
|
–
|
–
|
–
|
|
|
1939
|
Meeder Asset Management
Dublin,
Ohio
|
$42K
|
-$3.04K
|
-3
|
-7%
|
|
|
1940
|
Longview Asset Management (California)
San Rafael,
California
|
$42K
|
+$41.6K
|
+41
|
New
|
|
|
1941
|
Winch Advisory Services
Appleton,
Wisconsin
|
$41.4K
|
-$4.06K
|
-4
|
-9%
|
|
|
1942
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$41K
|
-$3.04K
|
-3
|
-7%
|
|
|
1943
|
Curio Wealth
Annapolis,
Maryland
|
$41K
|
+$40.6K
|
+40
|
New
|
|
|
1944
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$41K
|
–
|
–
|
–
|
|
|
1945
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$40.1K
|
+$40.6K
|
+40
|
New
|
|
|
1946
|
TFC Financial Management
Boston,
Massachusetts
|
$39K
|
-$14.2K
|
-14
|
-27%
|
|
|
1947
|
West Financial Advisors
Des Moines,
Iowa
|
$39K
|
+$38.6K
|
+38
|
New
|
|
|
1948
|
Chesapeake Asset Management
New York
|
$39K
|
–
|
–
|
–
|
|
|
1949
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$39K
|
–
|
–
|
–
|
|
|
1950
|
Fairscale Capital
Nashua,
New Hampshire
|
$37.9K
|
–
|
–
|
–
|
|
