|
1926
|
Elevation Wealth Partners
Santa Rosa,
California
|
$76.6K
|
–
|
–
|
–
|
|
|
1927
|
Sutton Wealth Advisors
Tampa,
Florida
|
$74.6K
|
+$12.3K
|
+58
|
+20%
|
|
|
1928
|
Sittner & Nelson
Eugene,
Oregon
|
$72.2K
|
+$7.2K
|
+34
|
+11%
|
|
|
1929
|
EARNEST Partners
Atlanta,
Georgia
|
$70.6K
|
–
|
–
|
–
|
|
|
1930
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$69.8K
|
–
|
–
|
–
|
|
|
1931
|
Bell Investment Advisors
Oakland,
California
|
$68.2K
|
-$6.14K
|
-29
|
-8%
|
|
|
1932
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$67.9K
|
-$32.4K
|
-153
|
-32%
|
|
|
1933
|
Ridgewood Investments
Springfield,
New Jersey
|
$66.7K
|
–
|
–
|
–
|
|
|
1934
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$66.5K
|
–
|
–
|
–
|
|
|
1935
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$66K
|
-$3.6K
|
-17
|
-5%
|
|
|
1936
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$66K
|
+$4.87K
|
+23
|
+8%
|
|
|
1937
|
O'Dell Group
Cincinnati,
Ohio
|
$66K
|
+$65.6K
|
+310
|
New
|
|
|
1938
|
Abound Wealth Management
Franklin,
Tennessee
|
$64.6K
|
+$6.99K
|
+33
|
+12%
|
|
|
1939
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$62.4K
|
+$62K
|
+293
|
New
|
|
|
1940
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$61K
|
-$33.2K
|
-157
|
-35%
|
|
|
1941
|
Creative Financial Designs
Kokomo,
Indiana
|
$60.8K
|
–
|
–
|
–
|
|
|
1942
|
Field & Main Bank
Henderson,
Kentucky
|
$60K
|
-$3.6K
|
-17
|
-6%
|
|
|
1943
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$60K
|
+$2.33K
|
+11
|
+4%
|
|
|
1944
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$59.8K
|
–
|
–
|
–
|
|
|
1945
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$57.6K
|
-$4.87K
|
-23
|
-8%
|
|
|
1946
|
GW&K Investment Management
Boston,
Massachusetts
|
$57K
|
+$51K
|
+241
|
+831%
|
|
|
1947
|
Level Financial Advisors
East Amherst,
New York
|
$56.9K
|
+$8.68K
|
+41
|
+18%
|
|
|
1948
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$56.8K
|
–
|
–
|
–
|
|
|
1949
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$55K
|
+$55.3K
|
+261
|
New
|
|
|
1950
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$51.8K
|
+$14.6K
|
+69
|
+39%
|
|
