|
1926
|
Heritage Financial Services
Westwood,
Massachusetts
|
$210K
|
+$212K
|
+2,215
|
New
|
|
|
1927
|
3D/L Capital Management
Hartford,
Connecticut
|
$209K
|
-$13.9K
|
-145
|
-6%
|
|
|
1928
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$209K
|
+$211K
|
+2,205
|
New
|
|
|
1929
|
VERITY Wealth Advisors
Sausalito,
United States
|
$208K
|
-$10.9K
|
-114
|
-5%
|
|
|
1930
|
Blodgett Wealth Advisors
Concord,
California
|
$208K
|
+$211K
|
+2,195
|
New
|
|
|
1931
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$207K
|
+$210K
|
+2,192
|
New
|
|
|
1932
|
Freedom Investment Management
Hartford,
Connecticut
|
$206K
|
-$16.2K
|
-169
|
-7%
|
|
|
1933
|
Vigilant Capital Management
Portland,
Maine
|
$206K
|
-$64.6K
|
-673
|
-24%
|
|
|
1934
|
CEDRUS
Littleton,
Colorado
|
$206K
|
+$209K
|
+2,176
|
New
|
|
|
1935
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$206K
|
-$288K
|
-3,000
|
-58%
|
|
|
1936
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$206K
|
-$2.21K
|
-23
|
-1%
|
|
|
1937
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$204K
|
+$207K
|
+2,160
|
New
|
|
|
1938
|
Clarkston Capital Partners
Rochester,
Michigan
|
$204K
|
+$68K
|
+709
|
+49%
|
|
|
1939
|
Fort Point Capital Partners
San Francisco,
California
|
$202K
|
+$205K
|
+2,138
|
New
|
|
|
1940
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$202K
|
+$205K
|
+2,134
|
New
|
|
|
1941
|
Northwest Wealth Management
Spencer,
Iowa
|
$202K
|
+$205K
|
+2,134
|
New
|
|
|
1942
|
JGP Wealth Management
Bend,
Oregon
|
$201K
|
-$13.2K
|
-138
|
-6%
|
|
|
1943
|
Archer Investment Corporation
Carmel,
Indiana
|
$201K
|
+$192K
|
+2,000
|
+1,600%
|
|
|
1944
|
GoalVest Advisory
New York
|
$201K
|
+$36.4K
|
+380
|
+22%
|
|
|
1945
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$201K
|
+$212K
|
+2,212
|
New
|
|
|
1946
|
S.C. Financial Services
Scottsdale,
Arizona
|
$201K
|
-$93.9K
|
-979
|
-32%
|
|
|
1947
|
Norwood Financial
Honesdale,
Pennsylvania
|
$198K
|
-$7.67K
|
-80
|
-4%
|
|
|
1948
|
CNB Bank
Clearfield,
Pennsylvania
|
$191K
|
+$6.43K
|
+67
|
+3%
|
|
|
1949
|
Belvedere Trading
Chicago,
Illinois
|
$189K
|
+$192K
|
+2,001
|
New
|
|
|
1950
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$187K
|
–
|
–
|
–
|
|
