|
1926
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$84.6K
|
+$81.5K
|
+250
|
New
|
|
|
1927
|
Crews Bank & Trust
Wauchula,
Florida
|
$84.5K
|
-$16.3K
|
-50
|
-17%
|
|
|
1928
|
Hilltop National Bank
Casper,
Wyoming
|
$83.5K
|
-$30.3K
|
-93
|
-28%
|
|
|
1929
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$83.1K
|
+$27.4K
|
+84
|
+53%
|
|
|
1930
|
Oakmont Corp
Los Angeles,
California
|
$81.8K
|
–
|
–
|
–
|
|
|
1931
|
Elevation Wealth Partners
Santa Rosa,
California
|
$81.4K
|
+$23.2K
|
+71
|
+42%
|
|
|
1932
|
Purpose Unlimited Inc
Toronto,
|
$79.7K
|
–
|
–
|
–
|
|
|
1933
|
Caldwell Trust
Venice,
Florida
|
$79.4K
|
+$12.7K
|
+39
|
+20%
|
|
|
1934
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$79.4K
|
+$76K
|
+233
|
New
|
|
|
1935
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$79.1K
|
–
|
–
|
–
|
|
|
1936
|
Albion Financial Group
Salt Lake City,
Utah
|
$79.1K
|
+$22.2K
|
+68
|
+41%
|
|
|
1937
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$78.9K
|
+$61K
|
+187
|
+584%
|
|
|
1938
|
Activest Wealth Management
Aventure,
Florida
|
$78.4K
|
-$52.5K
|
-161
|
-41%
|
|
|
1939
|
Front Row Advisors
Tiburon,
California
|
$76.4K
|
–
|
–
|
–
|
|
|
1940
|
Truvestments Capital
Sarasota,
Florida
|
$74.2K
|
+$15.3K
|
+47
|
+27%
|
|
|
1941
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$72.6K
|
-$15.7K
|
-48
|
-18%
|
|
|
1942
|
Rossby Financial
Melbourne,
Florida
|
$72.2K
|
-$106K
|
-326
|
-61%
|
|
|
1943
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$71.9K
|
+$5.22K
|
+16
|
+8%
|
|
|
1944
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$71.4K
|
+$8.81K
|
+27
|
+15%
|
|
|
1945
|
Bogart Wealth LLC
Mclean,
Virginia
|
$70.9K
|
+$14K
|
+43
|
+26%
|
|
|
1946
|
|
$70.3K
|
+$326
|
+1
|
+0.5%
|
|
|
1947
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$70.2K
|
+$67.2K
|
+206
|
New
|
|
|
1948
|
Bayforest Capital
London,
United Kingdom
|
$69.9K
|
+$66.9K
|
+205
|
New
|
|
|
1949
|
FWL Investment Management
Dallas,
Texas
|
$69.9K
|
+$66.9K
|
+205
|
New
|
|
|
1950
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$69.5K
|
+$66.5K
|
+204
|
New
|
|
