|
1926
|
Platform Technology Partners
New York
|
$1.15M
|
-$6.79K
|
-34
|
-0.6%
|
|
|
1927
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.15M
|
-$242K
|
-1,212
|
-17%
|
|
|
1928
|
CWH Capital Management
Spokane,
Washington
|
$1.15M
|
–
|
–
|
–
|
|
|
1929
|
Kore Private Wealth
New York
|
$1.14M
|
+$78.3K
|
+392
|
+7%
|
|
|
1930
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.14M
|
+$33.4K
|
+167
|
+3%
|
|
|
1931
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.14M
|
+$23.2K
|
+116
|
+2%
|
|
|
1932
|
Mather Group
Chicago,
Illinois
|
$1.13M
|
+$94.5K
|
+473
|
+9%
|
|
|
1933
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.13M
|
+$23.4K
|
+117
|
+2%
|
|
|
1934
|
Bollard Group
Boston,
Massachusetts
|
$1.13M
|
-$494K
|
-2,475
|
-31%
|
|
|
1935
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.12M
|
+$5.99K
|
+30
|
+0.5%
|
|
|
1936
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.12M
|
+$166K
|
+830
|
+17%
|
|
|
1937
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.12M
|
+$62.1K
|
+311
|
+6%
|
|
|
1938
|
Rampart Investment Management
Hartford,
Connecticut
|
$1.11M
|
-$4.26M
|
-21,320
|
-79%
|
|
|
1939
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.11M
|
-$45.9K
|
-230
|
-4%
|
|
|
1940
|
Wambolt & Associates
Littleton,
Colorado
|
$1.1M
|
+$196K
|
+979
|
+22%
|
|
|
1941
|
Dodge & Cox
San Francisco,
California
|
$1.1M
|
-$127K
|
-635
|
-10%
|
|
|
1942
|
|
$1.1M
|
-$64.9K
|
-325
|
-6%
|
|
|
1943
|
Enlightenment Research
Miami,
Florida
|
$1.1M
|
+$1.1M
|
+5,500
|
New
|
|
|
1944
|
Mission Wealth Management
Santa Barbara,
California
|
$1.09M
|
-$60.3K
|
-302
|
-5%
|
|
|
1945
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.09M
|
-$52.5K
|
-263
|
-5%
|
|
|
1946
|
Leisure Capital Management
Costa Mesa,
California
|
$1.08M
|
-$23.2K
|
-116
|
-2%
|
|
|
1947
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.08M
|
-$230K
|
-1,150
|
-18%
|
|
|
1948
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$1.07M
|
+$49.7K
|
+249
|
+5%
|
|
|
1949
|
Cascadia Advisory Services
Portland,
Oregon
|
$1.07M
|
-$1.42M
|
-7,085
|
-57%
|
|
|
1950
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.07M
|
+$39.8K
|
+199
|
+4%
|
|
