|
1926
|
Trust Company
Manhattan,
Kansas
|
$238K
|
–
|
–
|
–
|
|
|
1927
|
LPWM LLC
Minneapolis,
Minnesota
|
$236K
|
+$20.1K
|
+280
|
+10%
|
|
|
1928
|
High Falls Advisors
Rochester,
New York
|
$235K
|
–
|
–
|
–
|
|
|
1929
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$235K
|
+$7.18K
|
+100
|
+3%
|
|
|
1930
|
Bosun Asset Management
Chicago,
Illinois
|
$235K
|
–
|
–
|
–
|
|
|
1931
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$235K
|
–
|
–
|
–
|
|
|
1932
|
Tradewinds LLC
Raleigh,
North Carolina
|
$235K
|
+$230K
|
+3,196
|
New
|
|
|
1933
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$232K
|
-$80.1K
|
-1,116
|
-26%
|
|
|
1934
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$232K
|
–
|
–
|
–
|
|
|
1935
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$232K
|
-$141K
|
-1,960
|
-38%
|
|
|
1936
|
Carson Advisory
Athens,
Georgia
|
$232K
|
-$45.1K
|
-628
|
-17%
|
|
|
1937
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$231K
|
-$16.9K
|
-236
|
-7%
|
|
|
1938
|
RMR Wealth Builders
Montclair,
New Jersey
|
$231K
|
-$7.18K
|
-100
|
-3%
|
|
|
1939
|
Middleton & Co
Boston,
Massachusetts
|
$230K
|
–
|
–
|
–
|
|
|
1940
|
Fagan Associates
Troy,
New York
|
$230K
|
+$225K
|
+3,128
|
New
|
|
|
1941
|
Prospect Financial Group
Arlington,
Virginia
|
$230K
|
–
|
–
|
–
|
|
|
1942
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$229K
|
+$7.18K
|
+100
|
+3%
|
|
|
1943
|
Hudock Inc
Williamsport,
Pennsylvania
|
$229K
|
+$575
|
+8
|
+0.3%
|
|
|
1944
|
Sensible Money
Scottsdale,
Arizona
|
$227K
|
-$89.6K
|
-1,248
|
-29%
|
|
|
1945
|
C2C Wealth Management
Scottsdale,
Arizona
|
$227K
|
–
|
–
|
–
|
|
|
1946
|
First Financial Bankshares
Abilene,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
1947
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$227K
|
+$575
|
+8
|
+0.3%
|
|
|
1948
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$227K
|
+$221K
|
+3,084
|
New
|
|
|
1949
|
Carret Asset Management
New York
|
$227K
|
–
|
–
|
–
|
|
|
1950
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$226K
|
+$862
|
+12
|
+0.4%
|
|
