|
1926
|
Goepper Burkhardt
Greenville,
South Carolina
|
$357K
|
+$26.3K
|
+304
|
+9%
|
|
|
1927
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$356K
|
-$2.85K
|
-33
|
-0.9%
|
|
|
1928
|
Exeter Financial
Scottsdale,
Arizona
|
$356K
|
–
|
–
|
–
|
|
|
1929
|
|
$355K
|
–
|
–
|
–
|
|
|
1930
|
Affinity Wealth Management
Wilmington,
Delaware
|
$355K
|
+$22.6K
|
+261
|
+6%
|
|
|
1931
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$355K
|
+$372K
|
+4,299
|
New
|
|
|
1932
|
Carson Advisory
Athens,
Georgia
|
$354K
|
+$328K
|
+3,795
|
New
|
|
|
1933
|
Personal CFO Solutions
Chester,
New Jersey
|
$353K
|
+$51.9K
|
+600
|
+19%
|
|
|
1934
|
Willow Creek Wealth Management
Sebastopol,
California
|
$352K
|
+$1.81K
|
+21
|
+0.6%
|
|
|
1935
|
Collective Family Office
York,
Pennsylvania
|
$351K
|
+$18.4K
|
+213
|
+6%
|
|
|
1936
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$350K
|
+$325K
|
+3,760
|
New
|
|
|
1937
|
Moneywise Inc
Forest,
Virginia
|
$349K
|
-$28.3K
|
-327
|
-8%
|
|
|
1938
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$349K
|
–
|
–
|
–
|
|
|
1939
|
WealthBridge Capital Management
Westerville,
Ohio
|
$349K
|
+$39.2K
|
+454
|
+14%
|
|
|
1940
|
Norwood Financial
Honesdale,
Pennsylvania
|
$349K
|
+$323K
|
+3,740
|
New
|
|
|
1941
|
180 Wealth Advisors
Federal Way,
Washington
|
$348K
|
-$9.94K
|
-115
|
-3%
|
|
|
1942
|
Waverly Advisors
Birmingham,
Alabama
|
$345K
|
-$87.1K
|
-1,008
|
-18%
|
|
|
1943
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$345K
|
-$7.69K
|
-89
|
-2%
|
|
|
1944
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$345K
|
–
|
–
|
–
|
|
|
1945
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$345K
|
+$319K
|
+3,692
|
New
|
|
|
1946
|
Autumn Glory Partners
Dallas,
Texas
|
$345K
|
+$320K
|
+3,699
|
New
|
|
|
1947
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$344K
|
+$9.25K
|
+107
|
+3%
|
|
|
1948
|
OneAscent Financial Services
Birmingham,
Alabama
|
$343K
|
+$5.79K
|
+67
|
+2%
|
|
|
1949
|
Henshaw Capital
Woburn,
Massachusetts
|
$343K
|
–
|
–
|
–
|
|
|
1950
|
Cahill Financial Advisors
Edina,
Minnesota
|
$342K
|
+$259
|
+3
|
+0.1%
|
|
