|
1926
|
MV Capital Management
Bethesda,
Maryland
|
$2.1M
|
-$87.7K
|
-209
|
-4%
|
|
|
1927
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$2.09M
|
+$327K
|
+779
|
+20%
|
|
|
1928
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$2.09M
|
-$375K
|
-894
|
-16%
|
|
|
1929
|
AlphaQ Advisors
Winter Park,
Florida
|
$2.09M
|
+$52.5K
|
+125
|
+3%
|
|
|
1930
|
|
$2.08M
|
-$620K
|
-1,477
|
-24%
|
|
|
1931
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$2.08M
|
-$83.1K
|
-198
|
-4%
|
|
|
1932
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$2.08M
|
-$504K
|
-1,202
|
-20%
|
|
|
1933
|
Cooper/Haims Advisors
Victor,
New York
|
$2.08M
|
-$90.7K
|
-216
|
-4%
|
|
|
1934
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.08M
|
+$312K
|
+743
|
+19%
|
|
|
1935
|
Bull Street Advisors
Savannah,
Georgia
|
$2.08M
|
+$4.2K
|
+10
|
+0.2%
|
|
|
1936
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$2.07M
|
-$126K
|
-301
|
-6%
|
|
|
1937
|
Wedgewood Investors
Erie,
Pennsylvania
|
$2.07M
|
+$48.7K
|
+116
|
+3%
|
|
|
1938
|
SigFig Wealth Management
San Francisco,
California
|
$2.07M
|
+$1.98M
|
+4,719
|
New
|
|
|
1939
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$2.06M
|
+$619K
|
+1,474
|
+46%
|
|
|
1940
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.06M
|
–
|
–
|
–
|
|
|
1941
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$2.06M
|
-$18.9K
|
-45
|
-1%
|
|
|
1942
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$2.06M
|
+$1.92M
|
+4,586
|
New
|
|
|
1943
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.06M
|
+$45.3K
|
+108
|
+2%
|
|
|
1944
|
Northside Capital Management
Hood River,
Oregon
|
$2.06M
|
–
|
–
|
–
|
|
|
1945
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2.05M
|
-$145K
|
-345
|
-7%
|
|
|
1946
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.04M
|
-$211K
|
-503
|
-10%
|
|
|
1947
|
Continuum Advisory
Eagle,
Idaho
|
$2.04M
|
+$358K
|
+854
|
+17%
|
|
|
1948
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$2.04M
|
-$228K
|
-543
|
-11%
|
|
|
1949
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.04M
|
+$33.6K
|
+80
|
+2%
|
|
|
1950
|
Quantum Private Wealth
Tampa,
Florida
|
$2.04M
|
+$204K
|
+487
|
+12%
|
|
