|
1926
|
Winthrop Capital Management
Carmel,
Indiana
|
$266K
|
+$106K
|
+1,381
|
+60%
|
|
|
1927
|
NFP Retirement Inc
Aliso Viejo,
California
|
$265K
|
-$3.92K
|
-51
|
-1%
|
|
|
1928
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$265K
|
+$924
|
+12
|
+0.3%
|
|
|
1929
|
Kennicott Capital Management
Corte Madera,
California
|
$264K
|
–
|
–
|
–
|
|
|
1930
|
West Family Investments
Carlsbad,
California
|
$264K
|
-$332K
|
-4,315
|
-54%
|
|
|
1931
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$264K
|
-$20.4K
|
-265
|
-7%
|
|
|
1932
|
Garrison Point Advisors
Walnut Creek,
California
|
$264K
|
–
|
–
|
–
|
|
|
1933
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$263K
|
-$515K
|
-6,691
|
-65%
|
|
|
1934
|
Wolff Wiese Magana
Carslbad,
California
|
$263K
|
-$586K
|
-7,617
|
-68%
|
|
|
1935
|
Ariadne Wealth Management
Santa Barbara,
California
|
$262K
|
-$9.16K
|
-119
|
-3%
|
|
|
1936
|
Edge Wealth Management
New York
|
$261K
|
-$77K
|
-1,000
|
-22%
|
|
|
1937
|
Richard W. Paul & Associates
Novi,
Michigan
|
$261K
|
-$5.08K
|
-66
|
-2%
|
|
|
1938
|
Foster Group
West Des Moines,
Iowa
|
$260K
|
+$15.7K
|
+204
|
+6%
|
|
|
1939
|
Range Financial Group
Tigard,
Oregon
|
$260K
|
+$23.3K
|
+303
|
+9%
|
|
|
1940
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$259K
|
-$112K
|
-1,458
|
-29%
|
|
|
1941
|
Center for Financial Planning
Southfied,
Michigan
|
$259K
|
+$55.8K
|
+725
|
+25%
|
|
|
1942
|
Financial Engines Advisors
Santa Clara,
California
|
$259K
|
-$78.4K
|
-1,018
|
-22%
|
|
|
1943
|
SYM Financial Corp
Winona Lake,
Indiana
|
$259K
|
+$62.6K
|
+814
|
+29%
|
|
|
1944
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$259K
|
-$22.2K
|
-289
|
-7%
|
|
|
1945
|
CVA Family Office
Denver,
Colorado
|
$259K
|
-$19.5K
|
-253
|
-7%
|
|
|
1946
|
Carlson Financial
Canby,
Oregon
|
$259K
|
-$28.5K
|
-370
|
-9%
|
|
|
1947
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$258K
|
+$276K
|
+3,590
|
New
|
|
|
1948
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$258K
|
-$256K
|
-3,327
|
-48%
|
|
|
1949
|
Integrity Wealth Solutions
Denver,
Colorado
|
$258K
|
–
|
–
|
–
|
|
|
1950
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$256K
|
-$41.9K
|
-544
|
-13%
|
|
