|
1926
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$114K
|
-$15.4K
|
-80
|
-10%
|
|
|
1927
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$111K
|
–
|
–
|
–
|
|
|
1928
|
Continuum Advisory
Eagle,
Idaho
|
$107K
|
-$10.6K
|
-55
|
-8%
|
|
|
1929
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$105K
|
+$22.2K
|
+115
|
+21%
|
|
|
1930
|
Montag & Associates
Atlanta,
Georgia
|
$105K
|
-$55.9K
|
-290
|
-31%
|
|
|
1931
|
GKV Capital Management
Walnut Creek,
California
|
$103K
|
-$1.96M
|
-10,170
|
-94%
|
|
|
1932
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$97.5K
|
+$52K
|
+270
|
+82%
|
|
|
1933
|
Garde Capital
Seattle,
Washington
|
$95.5K
|
+$12.5K
|
+65
|
+12%
|
|
|
1934
|
Meeder Asset Management
Dublin,
Ohio
|
$95.5K
|
+$23.1K
|
+120
|
+25%
|
|
|
1935
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$91.6K
|
–
|
–
|
–
|
|
|
1936
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$90.8K
|
–
|
–
|
–
|
|
|
1937
|
Pin Oak Investment Advisors
Houston,
Texas
|
$89K
|
-$25.1K
|
-130
|
-15%
|
|
|
1938
|
WPG Advisers
Baltimore,
Maryland
|
$88.4K
|
-$36.6K
|
-190
|
-26%
|
|
|
1939
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$88.2K
|
+$24.1K
|
+125
|
+29%
|
|
|
1940
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$87.6K
|
–
|
–
|
–
|
|
|
1941
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$86.9K
|
–
|
–
|
–
|
|
|
1942
|
West Branch Capital
Amherst,
Massachusetts
|
$86.8K
|
-$297K
|
-1,540
|
-74%
|
|
|
1943
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$85.2K
|
+$81.9K
|
+425
|
+386%
|
|
|
1944
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$84K
|
+$9.64K
|
+50
|
+10%
|
|
|
1945
|
Arlington Trust
Birmingham,
Alabama
|
$82K
|
-$7.71K
|
-40
|
-7%
|
|
|
1946
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$82K
|
–
|
–
|
–
|
|
|
1947
|
Colonial Trust
Spartanburg,
South Carolina
|
$81.5K
|
-$108K
|
-560
|
-52%
|
|
|
1948
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$77.2K
|
+$1.93K
|
+10
|
+2%
|
|
|
1949
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$75.7K
|
+$21.2K
|
+110
|
+30%
|
|
|
1950
|
Fortitude Family Office
Scottsdale,
Arizona
|
$75.6K
|
–
|
–
|
–
|
|
