|
1926
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$48.7K
|
+$47.8K
|
+250
|
New
|
|
|
1927
|
Activest Wealth Management
Aventure,
Florida
|
$47.3K
|
+$16.8K
|
+88
|
+59%
|
|
|
1928
|
|
$47.1K
|
-$1.28M
|
-6,674
|
-97%
|
|
|
1929
|
Avion Wealth
The Woodlands,
Texas
|
$47K
|
+$4.02K
|
+21
|
+10%
|
|
|
1930
|
Gunpowder Capital Management
Towson,
Maryland
|
$46.7K
|
–
|
–
|
–
|
|
|
1931
|
WPG Advisers
Baltimore,
Maryland
|
$45.9K
|
-$6.89K
|
-36
|
-14%
|
|
|
1932
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$45.9K
|
-$383
|
-2
|
-0.9%
|
|
|
1933
|
One River Asset Management
Stamford,
Connecticut
|
$45.3K
|
-$30.6K
|
-160
|
-41%
|
|
|
1934
|
Security National Bank
Omaha,
Nebraska
|
$44.1K
|
-$57.4K
|
-300
|
-58%
|
|
|
1935
|
Pin Oak Investment Advisors
Houston,
Texas
|
$44K
|
+$191
|
+1
|
+0.5%
|
|
|
1936
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$43.5K
|
–
|
–
|
–
|
|
|
1937
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$43.3K
|
–
|
–
|
–
|
|
|
1938
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$41.7K
|
-$1.15K
|
-6
|
-3%
|
|
|
1939
|
Align Financial
Hermantown,
Minnesota
|
$41.3K
|
–
|
–
|
–
|
|
|
1940
|
First United Bank & Trust
Oakland,
Maryland
|
$40.9K
|
+$9.95K
|
+52
|
+34%
|
|
|
1941
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$40.7K
|
–
|
–
|
–
|
|
|
1942
|
Toews Corporation
Northfield,
New Jersey
|
$40.7K
|
+$38.8K
|
+203
|
New
|
|
|
1943
|
WealthCollab
Bellevue,
Washington
|
$40.1K
|
–
|
–
|
–
|
|
|
1944
|
Financial Network Wealth Advisors
Murray,
Utah
|
$39.9K
|
+$765
|
+4
|
+2%
|
|
|
1945
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$39.1K
|
-$1.15K
|
-6
|
-3%
|
|
|
1946
|
Caitlin John
Brighton,
Michigan
|
$38.4K
|
–
|
–
|
–
|
|
|
1947
|
Silicon Valley Capital Partners
San Jose,
California
|
$38.3K
|
+$191
|
+1
|
+0.5%
|
|
|
1948
|
Valued Wealth Advisors
Holladay,
Utah
|
$38K
|
+$765
|
+4
|
+2%
|
|
|
1949
|
GoalVest Advisory
New York
|
$37.9K
|
+$7.46K
|
+39
|
+26%
|
|
|
1950
|
Physician Wealth Advisors
Midvale,
Utah
|
$36.5K
|
-$32.5K
|
-170
|
-48%
|
|
