|
1926
|
Albion Financial Group
Salt Lake City,
Utah
|
$79.1K
|
+$22.2K
|
+68
|
+41%
|
|
|
1927
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$78.9K
|
+$61K
|
+187
|
+584%
|
|
|
1928
|
Activest Wealth Management
Aventure,
Florida
|
$78.4K
|
-$52.5K
|
-161
|
-41%
|
|
|
1929
|
Front Row Advisors
Tiburon,
California
|
$76.4K
|
–
|
–
|
–
|
|
|
1930
|
Truvestments Capital
Sarasota,
Florida
|
$74.2K
|
+$15.3K
|
+47
|
+27%
|
|
|
1931
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$72.6K
|
-$15.7K
|
-48
|
-18%
|
|
|
1932
|
Rossby Financial
Melbourne,
Florida
|
$72.2K
|
-$106K
|
-326
|
-61%
|
|
|
1933
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$71.9K
|
+$5.22K
|
+16
|
+8%
|
|
|
1934
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$71.4K
|
+$8.81K
|
+27
|
+15%
|
|
|
1935
|
Bogart Wealth LLC
Mclean,
Virginia
|
$70.9K
|
+$14K
|
+43
|
+26%
|
|
|
1936
|
|
$70.3K
|
+$326
|
+1
|
+0.5%
|
|
|
1937
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$70.2K
|
+$67.2K
|
+206
|
New
|
|
|
1938
|
Bayforest Capital
London,
United Kingdom
|
$69.9K
|
+$66.9K
|
+205
|
New
|
|
|
1939
|
FWL Investment Management
Dallas,
Texas
|
$69.9K
|
+$66.9K
|
+205
|
New
|
|
|
1940
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$69.5K
|
+$66.5K
|
+204
|
New
|
|
|
1941
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$68.5K
|
–
|
–
|
–
|
|
|
1942
|
Clean Yield Group
Norwich,
Vermont
|
$68.5K
|
+$4.57K
|
+14
|
+7%
|
|
|
1943
|
Sachetta
Lynnfield,
Massachusetts
|
$68.2K
|
+$8.48K
|
+26
|
+15%
|
|
|
1944
|
Park Place Capital
Homewood,
Alabama
|
$68.1K
|
-$4.24K
|
-13
|
-6%
|
|
|
1945
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$68.1K
|
–
|
–
|
–
|
|
|
1946
|
Olistico Wealth
Tulsa,
Oklahoma
|
$68.1K
|
–
|
–
|
–
|
|
|
1947
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$67.5K
|
+$25.4K
|
+78
|
+65%
|
|
|
1948
|
Tompkins Financial
Ithaca,
New York
|
$64.4K
|
–
|
–
|
–
|
|
|
1949
|
ESL Trust Services
Rochester,
New York
|
$61.3K
|
–
|
–
|
–
|
|
|
1950
|
Vaquero Private Wealth
Dallas,
Texas
|
$61K
|
+$58.4K
|
+179
|
New
|
|
