|
1926
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$50K
|
+$22.8K
|
+240
|
+83%
|
|
|
1927
|
WealthCollab
Bellevue,
Washington
|
$46.7K
|
+$47.1K
|
+496
|
New
|
|
|
1928
|
Versant Capital Management
Phoenix,
Arizona
|
$46K
|
–
|
–
|
–
|
|
|
1929
|
Rice Partnership
Honolulu,
Hawaii
|
$45.2K
|
–
|
–
|
–
|
|
|
1930
|
BFSG LLC
Irvine,
California
|
$45.2K
|
–
|
–
|
–
|
|
|
1931
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$45.2K
|
–
|
–
|
–
|
|
|
1932
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$44.5K
|
–
|
–
|
–
|
|
|
1933
|
Bell Investment Advisors
Oakland,
California
|
$44.1K
|
-$29.6K
|
-312
|
-40%
|
|
|
1934
|
EPG Wealth Management
Atlanta,
Georgia
|
$43.7K
|
–
|
–
|
–
|
|
|
1935
|
Sawyer & Company
Boston,
Massachusetts
|
$43.7K
|
–
|
–
|
–
|
|
|
1936
|
Duncker Streett & Co
St. Louis,
Missouri
|
$43K
|
–
|
–
|
–
|
|
|
1937
|
Gleason Group
Prospect,
Kentucky
|
$42.2K
|
-$760
|
-8
|
-2%
|
|
|
1938
|
United Financial Planning Group
Hauppauge,
New York
|
$41.5K
|
–
|
–
|
–
|
|
|
1939
|
Toth Financial Advisory
Leesburg,
Virginia
|
$40.7K
|
-$24.3K
|
-256
|
-37%
|
|
|
1940
|
TD Capital Management
Memphis,
Tennessee
|
$40K
|
+$40.3K
|
+424
|
New
|
|
|
1941
|
MCF Advisors
Covington,
Kentucky
|
$40K
|
+$40.3K
|
+424
|
New
|
|
|
1942
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$40K
|
-$25.1K
|
-264
|
-38%
|
|
|
1943
|
First Community Trust
Dubuque,
Iowa
|
$40K
|
–
|
–
|
–
|
|
|
1944
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$39.2K
|
–
|
–
|
–
|
|
|
1945
|
Ramirez Asset Management
New York
|
$39.2K
|
–
|
–
|
–
|
|
|
1946
|
Tripletail Wealth Management
Orlando,
Florida
|
$39.2K
|
–
|
–
|
–
|
|
|
1947
|
True Wealth Design
Akron,
Ohio
|
$39.2K
|
–
|
–
|
–
|
|
|
1948
|
McIlrath & Eck
Arlington,
Washington
|
$39.2K
|
+$2.28K
|
+24
|
+6%
|
|
|
1949
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$39K
|
+$21.3K
|
+224
|
+117%
|
|
|
1950
|
Horizon Bancorp
Michigan City,
Indiana
|
$38K
|
–
|
–
|
–
|
|
