|
1926
|
Aspect Partners
Fairfax,
Virginia
|
$28K
|
–
|
–
|
–
|
|
|
1927
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$27.4K
|
–
|
–
|
–
|
|
|
1928
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$27K
|
-$25.1K
|
-259
|
-49%
|
|
|
1929
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$27K
|
+$5.33K
|
+55
|
+26%
|
|
|
1930
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$26.2K
|
–
|
–
|
–
|
|
|
1931
|
Pin Oak Investment Advisors
Houston,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
1932
|
City State Bank
Norwalk,
Iowa
|
$25K
|
+$3.88K
|
+40
|
+19%
|
|
|
1933
|
Valued Wealth Advisors
Holladay,
Utah
|
$24.9K
|
+$17.2K
|
+177
|
+260%
|
|
|
1934
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$24.6K
|
–
|
–
|
–
|
|
|
1935
|
Clean Yield Group
Norwich,
Vermont
|
$24.5K
|
–
|
–
|
–
|
|
|
1936
|
WealthCollab
Bellevue,
Washington
|
$23.7K
|
–
|
–
|
–
|
|
|
1937
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$23.6K
|
-$10.8K
|
-111
|
-32%
|
|
|
1938
|
ICA Group Wealth Management
Denver,
Colorado
|
$23.3K
|
–
|
–
|
–
|
|
|
1939
|
Financial Perspectives
Minneapolis,
Minnesota
|
$22.7K
|
-$5.82K
|
-60
|
-21%
|
|
|
1940
|
Clear Point Advisors
Melville,
New York
|
$21.4K
|
+$97
|
+1
|
+0.5%
|
|
|
1941
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$21.3K
|
–
|
–
|
–
|
|
|
1942
|
Delos Wealth Advisors
Dallas,
Texas
|
$21.2K
|
+$20.3K
|
+209
|
New
|
|
|
1943
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$21.1K
|
-$2.42K
|
-25
|
-11%
|
|
|
1944
|
SJS Investment Consulting
Sylvania,
Ohio
|
$21.1K
|
–
|
–
|
–
|
|
|
1945
|
AllSquare Wealth Management
Albany,
New York
|
$21K
|
–
|
–
|
–
|
|
|
1946
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$20.3K
|
–
|
–
|
–
|
|
|
1947
|
|
$20.3K
|
+$19.4K
|
+200
|
New
|
|
|
1948
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.2K
|
–
|
–
|
–
|
|
|
1949
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$19.7K
|
–
|
–
|
–
|
|
|
1950
|
Creative Capital Management Investments
San Diego,
California
|
$19.3K
|
–
|
–
|
–
|
|
