|
1926
|
GWN Securities
Palm Beach Gardens,
Florida
|
$251K
|
-$85K
|
-76
|
-27%
|
|
|
1927
|
SPC Financial Inc
Rockville,
Maryland
|
$250K
|
+$7.83K
|
+7
|
+3%
|
|
|
1928
|
SJS Investment Consulting
Sylvania,
Ohio
|
$249K
|
+$236K
|
+211
|
+7,033%
|
|
|
1929
|
Tarbox Family Office
Newport Beach,
California
|
$249K
|
–
|
–
|
–
|
|
|
1930
|
Douglass Winthrop Advisors
New York
|
$249K
|
+$11.2K
|
+10
|
+5%
|
|
|
1931
|
Fiduciary Financial Group
San Rafael,
California
|
$248K
|
+$1.12K
|
+1
|
+0.5%
|
|
|
1932
|
Traveka Wealth
Los Altos,
California
|
$246K
|
+$6.71K
|
+6
|
+3%
|
|
|
1933
|
GSB Wealth Management
Guilford,
Connecticut
|
$245K
|
-$11.2K
|
-10
|
-5%
|
|
|
1934
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$245K
|
+$4.47K
|
+4
|
+2%
|
|
|
1935
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$244K
|
+$10.1K
|
+9
|
+5%
|
|
|
1936
|
AHL Investment Management
Winter Park,
Florida
|
$244K
|
-$21.2K
|
-19
|
-8%
|
|
|
1937
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$243K
|
+$3.35K
|
+3
|
+1%
|
|
|
1938
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$243K
|
+$1.12K
|
+1
|
+0.5%
|
|
|
1939
|
ORG Partners
Roanoke,
Indiana
|
$243K
|
+$8.94K
|
+8
|
+4%
|
|
|
1940
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$242K
|
-$1.12K
|
-1
|
-0.5%
|
|
|
1941
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$241K
|
-$5.59K
|
-5
|
-2%
|
|
|
1942
|
Aspen Capital Management
Boise,
Idaho
|
$240K
|
+$230K
|
+206
|
New
|
|
|
1943
|
Nemes Rush Group
Novi,
Michigan
|
$239K
|
-$5.59K
|
-5
|
-2%
|
|
|
1944
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$239K
|
+$4.47K
|
+4
|
+2%
|
|
|
1945
|
Liberty Wealth Management
Oakland,
California
|
$239K
|
+$229K
|
+205
|
New
|
|
|
1946
|
Blume Capital Management
Berkeley,
California
|
$239K
|
-$6.71K
|
-6
|
-3%
|
|
|
1947
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$239K
|
–
|
–
|
–
|
|
|
1948
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$239K
|
+$1.12K
|
+1
|
+0.5%
|
|
|
1949
|
Old North State Trust
Greensboro,
North Carolina
|
$238K
|
+$12.3K
|
+11
|
+6%
|
|
|
1950
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$238K
|
-$40.2K
|
-36
|
-15%
|
|
