|
1926
|
Capital Performance Advisors
Walnut Creek,
California
|
$201K
|
-$138K
|
-317
|
-39%
|
|
|
1927
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$190K
|
-$38.4K
|
-88
|
-16%
|
|
|
1928
|
Tripletail Wealth Management
Orlando,
Florida
|
$188K
|
-$18.3K
|
-42
|
-9%
|
|
|
1929
|
TIAA Wealth Investment Management
New York
|
$187K
|
-$8.93M
|
-20,442
|
-98%
|
|
|
1930
|
Colonial Trust
Spartanburg,
South Carolina
|
$185K
|
-$3.06K
|
-7
|
-1%
|
|
|
1931
|
Center for Financial Planning
Southfied,
Michigan
|
$182K
|
–
|
–
|
–
|
|
|
1932
|
Breakwater Investment Management
Seattle,
Washington
|
$180K
|
–
|
–
|
–
|
|
|
1933
|
Matthew Hamilton Rosenberg
|
$179K
|
+$73K
|
+167
|
+59%
|
|
|
1934
|
Raleigh Capital Management
Cary,
North Carolina
|
$176K
|
+$874
|
+2
|
+0.5%
|
|
|
1935
|
Darwin Wealth Management
Tampa,
Florida
|
$175K
|
+$7.86K
|
+18
|
+4%
|
|
|
1936
|
Peterson Wealth Services
South Ogden,
Utah
|
$173K
|
+$24.9K
|
+57
|
+15%
|
|
|
1937
|
Hendershot Investments
Centreville,
Virginia
|
$166K
|
–
|
–
|
–
|
|
|
1938
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$165K
|
-$5.24K
|
-12
|
-3%
|
|
|
1939
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$164K
|
+$3.93K
|
+9
|
+2%
|
|
|
1940
|
Anchor Bay Capital
Carlsbad,
California
|
$163K
|
+$181K
|
+414
|
New
|
|
|
1941
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$161K
|
+$47.6K
|
+109
|
+37%
|
|
|
1942
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$160K
|
–
|
–
|
–
|
|
|
1943
|
Barrett & Company
Providence,
Rhode Island
|
$159K
|
+$159K
|
+365
|
+1,014%
|
|
|
1944
|
TrustBank
Olney,
Illinois
|
$159K
|
-$19.7K
|
-45
|
-10%
|
|
|
1945
|
|
$159K
|
–
|
–
|
–
|
|
|
1946
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$157K
|
–
|
–
|
–
|
|
|
1947
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$156K
|
+$171K
|
+392
|
New
|
|
|
1948
|
Fortitude Family Office
Scottsdale,
Arizona
|
$155K
|
–
|
–
|
–
|
|
|
1949
|
Toth Financial Advisory
Leesburg,
Virginia
|
$155K
|
–
|
–
|
–
|
|
|
1950
|
Kelleher Financial Advisors
New York
|
$153K
|
+$155K
|
+354
|
+1,180%
|
|
