|
1926
|
Kennebec Savings Bank
Augusta,
Maine
|
$56.5K
|
+$5.4K
|
+178
|
+11%
|
|
|
1927
|
Robinswood Financial
Kirkland,
Washington
|
$55.8K
|
–
|
–
|
–
|
|
|
1928
|
CNB Bank
Clearfield,
Pennsylvania
|
$55.3K
|
–
|
–
|
–
|
|
|
1929
|
Founders Capital Management (Texas)
Houston,
Texas
|
$55.2K
|
–
|
–
|
–
|
|
|
1930
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$54.1K
|
-$1.61M
|
-53,230
|
-97%
|
|
|
1931
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$53.8K
|
+$61
|
+2
|
+0.1%
|
|
|
1932
|
Godfrey Financial Associates
Glenmont,
New York
|
$53.6K
|
+$394
|
+13
|
+0.8%
|
|
|
1933
|
Versant Capital Management
Phoenix,
Arizona
|
$51.8K
|
-$7.37K
|
-243
|
-13%
|
|
|
1934
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
$50.5K
|
+$49.9K
|
+1,645
|
New
|
|
|
1935
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$50.2K
|
–
|
–
|
–
|
|
|
1936
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$49.8K
|
-$1.03K
|
-34
|
-2%
|
|
|
1937
|
Operose Advisors
Milwaukee,
Wisconsin
|
$48.4K
|
+$2.52K
|
+83
|
+6%
|
|
|
1938
|
Destiny Wealth Partners
Tavares,
Florida
|
$47.7K
|
+$47.2K
|
+1,556
|
New
|
|
|
1939
|
Hughes Financial Services
Herndon,
Virginia
|
$46.2K
|
–
|
–
|
–
|
|
|
1940
|
Frazier Financial Advisors
Columbus,
Ohio
|
$46K
|
+$61
|
+2
|
+0.1%
|
|
|
1941
|
Napier Financial
Braintree,
Massachusetts
|
$46K
|
+$45.5K
|
+1,500
|
New
|
|
|
1942
|
Signature Resources Capital Management
Newport Beach,
California
|
$43.9K
|
+$15.2K
|
+500
|
+54%
|
|
|
1943
|
MTM Investment Management
Spartanburg,
South Carolina
|
$43.6K
|
–
|
–
|
–
|
|
|
1944
|
True Link Financial Advisors
San Francisco,
California
|
$42K
|
-$1.6M
|
-52,894
|
-97%
|
|
|
1945
|
|
$39.2K
|
-$2.79K
|
-92
|
-7%
|
|
|
1946
|
Addison Advisors
Middlebury,
Vermont
|
$39.1K
|
–
|
–
|
–
|
|
|
1947
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$37.5K
|
+$37.1K
|
+1,222
|
New
|
|
|
1948
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$37.5K
|
+$17K
|
+561
|
+85%
|
|
|
1949
|
IFS Advisors
Overland Park,
Kansas
|
$37.4K
|
–
|
–
|
–
|
|
|
1950
|
Gill Capital Partners
Denver,
Colorado
|
$37.2K
|
+$36.8K
|
+1,214
|
New
|
|
