|
1926
|
nVerses Capital
Wellington,
Florida
|
$268K
|
+$252K
|
+474
|
New
|
|
|
1927
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$268K
|
+$5.86K
|
+11
|
+2%
|
|
|
1928
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$268K
|
+$12.2K
|
+23
|
+5%
|
|
|
1929
|
|
$267K
|
-$486K
|
-912
|
-66%
|
|
|
1930
|
Novem Group
Rochester,
New York
|
$267K
|
-$31.4K
|
-59
|
-11%
|
|
|
1931
|
Serenus Wealth Advisors
Santa Monica,
California
|
$267K
|
+$251K
|
+471
|
New
|
|
|
1932
|
Sunpointe
St. Louis,
Missouri
|
$267K
|
+$251K
|
+471
|
New
|
|
|
1933
|
Berkeley Capital Partners
Milton,
Georgia
|
$265K
|
+$9.05K
|
+17
|
+4%
|
|
|
1934
|
Financial Engines Advisors
Santa Clara,
California
|
$265K
|
-$19.7K
|
-37
|
-7%
|
|
|
1935
|
Southland Equity Partners
Wildwood,
Missouri
|
$264K
|
-$13.3K
|
-25
|
-5%
|
|
|
1936
|
Finer Wealth Management
Salem,
Massachusetts
|
$264K
|
-$120K
|
-226
|
-33%
|
|
|
1937
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$264K
|
-$24K
|
-45
|
-9%
|
|
|
1938
|
Green Alpha Advisors
Niwot,
Colorado
|
$264K
|
+$248K
|
+466
|
New
|
|
|
1939
|
Tranquility Partners
Brentwood,
Tennessee
|
$264K
|
+$248K
|
+466
|
New
|
|
|
1940
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$264K
|
-$12.2K
|
-23
|
-5%
|
|
|
1941
|
Shelter Rock Management
Jericho,
New York
|
$263K
|
+$248K
|
+465
|
New
|
|
|
1942
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$263K
|
+$1.6K
|
+3
|
+0.7%
|
|
|
1943
|
1900 Wealth Management
San Antonio,
Texas
|
$263K
|
+$247K
|
+464
|
New
|
|
|
1944
|
Seldon Capital
San Francisco,
California
|
$262K
|
–
|
–
|
–
|
|
|
1945
|
Victory Financial Group
Austin,
Texas
|
$262K
|
+$246K
|
+462
|
New
|
|
|
1946
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$261K
|
+$245K
|
+461
|
New
|
|
|
1947
|
Abound Wealth Management
Franklin,
Tennessee
|
$261K
|
-$51.1K
|
-96
|
-17%
|
|
|
1948
|
Kercheville Advisors
San Antonio,
Texas
|
$260K
|
-$285K
|
-535
|
-52%
|
|
|
1949
|
Wallace Advisory Group
Lafayette,
California
|
$260K
|
+$244K
|
+459
|
New
|
|
|
1950
|
Center for Financial Planning
Southfied,
Michigan
|
$259K
|
–
|
–
|
–
|
|
