|
1926
|
Strategic Blueprint
Atlanta,
Georgia
|
$411K
|
+$71.9K
|
+324
|
+22%
|
|
|
1927
|
Key Financial Inc
West Chester,
Pennsylvania
|
$410K
|
–
|
–
|
–
|
|
|
1928
|
Wealth Group
Raleigh,
North Carolina
|
$410K
|
+$2K
|
+9
|
+0.5%
|
|
|
1929
|
Avalon Trust
Santa Fe,
New Mexico
|
$410K
|
+$172K
|
+777
|
+77%
|
|
|
1930
|
Atala Financial
Calabasas,
California
|
$408K
|
–
|
–
|
–
|
|
|
1931
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$408K
|
–
|
–
|
–
|
|
|
1932
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$408K
|
-$22.2K
|
-100
|
-5%
|
|
|
1933
|
Brookwood Investment Group
Phoenix,
Arizona
|
$408K
|
+$34.6K
|
+156
|
+10%
|
|
|
1934
|
Cromwell Holdings
Jackson,
Wyoming
|
$407K
|
–
|
–
|
–
|
|
|
1935
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$407K
|
-$2.22K
|
-10
|
-0.6%
|
|
|
1936
|
Whipplewood Advisors
Littleton,
Colorado
|
$407K
|
-$21.8K
|
-98
|
-5%
|
|
|
1937
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$406K
|
-$38.9K
|
-175
|
-9%
|
|
|
1938
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$405K
|
-$163K
|
-733
|
-29%
|
|
|
1939
|
Midland Wealth Advisors
Effingham,
Illinois
|
$404K
|
-$93.7K
|
-422
|
-19%
|
|
|
1940
|
Madrona Financial Services
Everett,
Washington
|
$403K
|
-$888
|
-4
|
-0.2%
|
|
|
1941
|
FLC Capital Advisors
Palm Desert,
California
|
$403K
|
–
|
–
|
–
|
|
|
1942
|
Patten Group
Chattanooga,
Tennessee
|
$403K
|
–
|
–
|
–
|
|
|
1943
|
Triad Wealth Partners
Lawrence,
Kansas
|
$402K
|
+$54.2K
|
+244
|
+16%
|
|
|
1944
|
Foster Group
West Des Moines,
Iowa
|
$402K
|
+$153K
|
+687
|
+65%
|
|
|
1945
|
M. Kraus & Co
Shelburne,
Vermont
|
$402K
|
–
|
–
|
–
|
|
|
1946
|
Aristotle Capital Management
Los Angeles,
California
|
$401K
|
–
|
–
|
–
|
|
|
1947
|
Iconiq Capital
San Francisco,
California
|
$401K
|
-$559K
|
-2,519
|
-59%
|
|
|
1948
|
|
$398K
|
–
|
–
|
–
|
|
|
1949
|
Waddell & Associates
Memphis,
Tennessee
|
$397K
|
+$3.55K
|
+16
|
+0.9%
|
|
|
1950
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$397K
|
-$18.9K
|
-85
|
-5%
|
|
