|
1926
|
Alpha Advisors
Richmond,
Virginia
|
$249K
|
+$266K
|
+1,490
|
New
|
|
|
1927
|
Lyell Wealth Management
Menlo Park,
California
|
$248K
|
–
|
–
|
–
|
|
|
1928
|
One Day In July LLC
Burlington,
Vermont
|
$247K
|
-$26.8K
|
-150
|
-9%
|
|
|
1929
|
Gould Asset Management
Claremont,
California
|
$247K
|
–
|
–
|
–
|
|
|
1930
|
Pin Oak Investment Advisors
Houston,
Texas
|
$247K
|
–
|
–
|
–
|
|
|
1931
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$247K
|
+$1.61K
|
+9
|
+0.6%
|
|
|
1932
|
Eagle Bay Advisors
New York
|
$246K
|
-$22.8K
|
-128
|
-8%
|
|
|
1933
|
Bank of Marin
Novato,
California
|
$246K
|
+$263K
|
+1,475
|
New
|
|
|
1934
|
Abacus Wealth Partners
Santa Monica,
California
|
$246K
|
–
|
–
|
–
|
|
|
1935
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$246K
|
–
|
–
|
–
|
|
|
1936
|
Liberty Wealth Management
Oakland,
California
|
$245K
|
-$3.03K
|
-17
|
-1%
|
|
|
1937
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$245K
|
–
|
–
|
–
|
|
|
1938
|
Hobart Private Capital
Charlotte,
North Carolina
|
$245K
|
+$262K
|
+1,468
|
New
|
|
|
1939
|
Cadence Bank
Tupelo,
Mississippi
|
$245K
|
-$8.03K
|
-45
|
-3%
|
|
|
1940
|
Blue Barn Wealth
Orem,
Utah
|
$245K
|
+$9.64K
|
+54
|
+4%
|
|
|
1941
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$244K
|
+$36K
|
+202
|
+16%
|
|
|
1942
|
Seven Mile Advisory
Ewing,
New Jersey
|
$244K
|
+$65.3K
|
+366
|
+33%
|
|
|
1943
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
1944
|
Nemes Rush Group
Novi,
Michigan
|
$244K
|
+$69.1K
|
+387
|
+36%
|
|
|
1945
|
Allen Capital Group
Grand Island,
Nebraska
|
$244K
|
+$4.64K
|
+26
|
+2%
|
|
|
1946
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$244K
|
-$714
|
-4
|
-0.3%
|
|
|
1947
|
Traveka Wealth
Los Altos,
California
|
$244K
|
-$7.67K
|
-43
|
-3%
|
|
|
1948
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$243K
|
+$1.61K
|
+9
|
+0.6%
|
|
|
1949
|
Northwest Wealth Management
Spencer,
Iowa
|
$243K
|
+$260K
|
+1,455
|
New
|
|
|
1950
|
Alesco Advisors
Pittsford,
New York
|
$243K
|
–
|
–
|
–
|
|
