|
1926
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
1927
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$23K
|
+$19.5K
|
+270
|
New
|
|
|
1928
|
Whipplewood Advisors
Littleton,
Colorado
|
$22.8K
|
-$21.8K
|
-302
|
-53%
|
|
|
1929
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$22.8K
|
+$14.7K
|
+203
|
+312%
|
|
|
1930
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$22.1K
|
–
|
–
|
–
|
|
|
1931
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$21.4K
|
–
|
–
|
–
|
|
|
1932
|
Arlington Trust
Birmingham,
Alabama
|
$21.3K
|
–
|
–
|
–
|
|
|
1933
|
GoalVest Advisory
New York
|
$21.3K
|
+$17.9K
|
+247
|
+8,233%
|
|
|
1934
|
Swan Capital
Pensacola,
Florida
|
$21.2K
|
+$4.77K
|
+66
|
+36%
|
|
|
1935
|
Accredited Wealth Management
Louisville,
Kentucky
|
$20.9K
|
–
|
–
|
–
|
|
|
1936
|
Resources Management Corp
West Hartford,
Connecticut
|
$20K
|
-$1.3M
|
-18,000
|
-99%
|
|
|
1937
|
Red Tortoise LLC
Atlanta,
Georgia
|
$19.8K
|
–
|
–
|
–
|
|
|
1938
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$19.3K
|
+$15.4K
|
+213
|
+1,638%
|
|
|
1939
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$19.1K
|
+$145
|
+2
|
+0.9%
|
|
|
1940
|
Valued Wealth Advisors
Holladay,
Utah
|
$19K
|
-$5.42K
|
-75
|
-25%
|
|
|
1941
|
Evolution Wealth Management
Fort Myers,
Florida
|
$18.5K
|
+$15.7K
|
+217
|
New
|
|
|
1942
|
South Plains Financial
Lubbock,
Texas
|
$18K
|
–
|
–
|
–
|
|
|
1943
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$17.2K
|
–
|
–
|
–
|
|
|
1944
|
10Elms LLP
Tulsa,
Oklahoma
|
$17.1K
|
–
|
–
|
–
|
|
|
1945
|
Anfield Capital Management
Irvine,
California
|
$17.1K
|
–
|
–
|
–
|
|
|
1946
|
Hughes Financial Services
Herndon,
Virginia
|
$17.1K
|
+$3.04K
|
+42
|
+29%
|
|
|
1947
|
Lavaca Capital
Houston,
Texas
|
$17K
|
–
|
–
|
–
|
|
|
1948
|
Total Investment Management
Scottsdale,
Arizona
|
$16.9K
|
+$14.3K
|
+198
|
New
|
|
|
1949
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$16.6K
|
+$3.83K
|
+53
|
+37%
|
|
|
1950
|
Centennial Bank
Conway,
Arkansas
|
$16.6K
|
-$5.42K
|
-75
|
-28%
|
|
