|
1926
|
LAM Group
Lake Oswego,
Oregon
|
$400K
|
+$557
|
+11
|
+0.1%
|
|
|
1927
|
Blue Barn Wealth
Orem,
Utah
|
$398K
|
-$215K
|
-4,244
|
-35%
|
|
|
1928
|
Tocqueville Asset Management
New York
|
$398K
|
+$18.1K
|
+357
|
+5%
|
|
|
1929
|
Emerald Advisors
Bellevue,
Washington
|
$397K
|
+$2.88K
|
+57
|
+0.7%
|
|
|
1930
|
Sonora Investment Management Group
Tucson,
Arizona
|
$397K
|
-$75K
|
-1,483
|
-16%
|
|
|
1931
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$394K
|
-$1.03M
|
-20,373
|
-72%
|
|
|
1932
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$393K
|
+$56.6K
|
+1,118
|
+17%
|
|
|
1933
|
XML Financial
Bethesda,
Maryland
|
$393K
|
+$77.1K
|
+1,524
|
+25%
|
|
|
1934
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$390K
|
-$42.8K
|
-846
|
-10%
|
|
|
1935
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$389K
|
+$49.3K
|
+975
|
+15%
|
|
|
1936
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$388K
|
+$14K
|
+277
|
+4%
|
|
|
1937
|
Total Wealth Planning
Cincinnati,
Ohio
|
$387K
|
-$4.05K
|
-80
|
-1%
|
|
|
1938
|
Willow Creek Wealth Management
Sebastopol,
California
|
$387K
|
+$11.6K
|
+229
|
+3%
|
|
|
1939
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$387K
|
+$385K
|
+7,605
|
New
|
|
|
1940
|
Harper Investing
Santa Clara,
California
|
$385K
|
+$383K
|
+7,575
|
New
|
|
|
1941
|
Cooper Financial Group
Irvine,
California
|
$384K
|
-$5.36K
|
-106
|
-1%
|
|
|
1942
|
Saxon Interests
Houston,
Texas
|
$383K
|
+$162K
|
+3,209
|
+74%
|
|
|
1943
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$383K
|
+$383K
|
+7,571
|
New
|
|
|
1944
|
Mitchell Capital Management
Leawood,
Kansas
|
$382K
|
–
|
–
|
–
|
|
|
1945
|
Iowa State Bank
Urbandale,
Iowa
|
$382K
|
+$380K
|
+7,511
|
New
|
|
|
1946
|
Prosperity Wealth Management
San Ramon,
California
|
$381K
|
+$62.3K
|
+1,231
|
+20%
|
|
|
1947
|
Disciplined Investments
Tulsa,
Oklahoma
|
$380K
|
-$1.47K
|
-29
|
-0.4%
|
|
|
1948
|
Astoria Portfolio Advisors
New York
|
$380K
|
-$580K
|
-11,469
|
-61%
|
|
|
1949
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$379K
|
+$88.1K
|
+1,741
|
+30%
|
|
|
1950
|
TCI Wealth Advisors
Tucson,
Arizona
|
$379K
|
+$8.55K
|
+169
|
+2%
|
|
