|
1926
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$241K
|
+$234K
|
+1,093
|
New
|
|
|
1927
|
PDS Planning
Dublin,
Ohio
|
$240K
|
–
|
–
|
–
|
|
|
1928
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$240K
|
-$246K
|
-1,151
|
-51%
|
|
|
1929
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$240K
|
+$428
|
+2
|
+0.2%
|
|
|
1930
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$239K
|
+$232K
|
+1,084
|
New
|
|
|
1931
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$238K
|
–
|
–
|
–
|
|
|
1932
|
Baker Avenue Asset Management
San Francisco,
California
|
$237K
|
-$177K
|
-827
|
-44%
|
|
|
1933
|
Platform Technology Partners
New York
|
$236K
|
+$229K
|
+1,070
|
New
|
|
|
1934
|
Cladis Investment Advisory
Billings,
Montana
|
$236K
|
–
|
–
|
–
|
|
|
1935
|
The Wealth Group
Eden Prairie,
Minnesota
|
$235K
|
–
|
–
|
–
|
|
|
1936
|
Robinswood Financial
Kirkland,
Washington
|
$234K
|
+$8.56K
|
+40
|
+4%
|
|
|
1937
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$234K
|
-$12.6K
|
-59
|
-5%
|
|
|
1938
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$233K
|
–
|
–
|
–
|
|
|
1939
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$233K
|
+$226K
|
+1,055
|
New
|
|
|
1940
|
SJS Investment Consulting
Sylvania,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
1941
|
CVA Family Office
Denver,
Colorado
|
$232K
|
+$214
|
+1
|
+0.1%
|
|
|
1942
|
Wallace Advisory Group
Lafayette,
California
|
$232K
|
–
|
–
|
–
|
|
|
1943
|
First Community Trust
Dubuque,
Iowa
|
$232K
|
–
|
–
|
–
|
|
|
1944
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$231K
|
-$323K
|
-1,510
|
-59%
|
|
|
1945
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$231K
|
-$7.49K
|
-35
|
-3%
|
|
|
1946
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
1947
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$231K
|
–
|
–
|
–
|
|
|
1948
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$230K
|
+$222K
|
+1,039
|
New
|
|
|
1949
|
Visionary Horizons
Knoxville,
Tennessee
|
$230K
|
+$642
|
+3
|
+0.3%
|
|
|
1950
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$229K
|
-$5.78K
|
-27
|
-3%
|
|
