|
1926
|
Sankala Group
Lyons,
Colorado
|
$307K
|
+$2.67K
|
+36
|
+0.8%
|
|
|
1927
|
Michels Family Financial
Fort Worth,
Texas
|
$306K
|
-$13.1K
|
-176
|
-4%
|
|
|
1928
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$304K
|
-$10.4K
|
-140
|
-3%
|
|
|
1929
|
Sensible Money
Scottsdale,
Arizona
|
$303K
|
+$83.5K
|
+1,124
|
+36%
|
|
|
1930
|
Trek Financial
Scottsdale,
Arizona
|
$303K
|
+$63.3K
|
+852
|
+25%
|
|
|
1931
|
Refined Wealth Management
Salt Lake City,
Utah
|
$302K
|
-$3.66M
|
-49,240
|
-92%
|
|
|
1932
|
Evolve Private Wealth
Los Angeles,
California
|
$302K
|
+$27.6K
|
+372
|
+10%
|
|
|
1933
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$302K
|
-$5.65K
|
-76
|
-2%
|
|
|
1934
|
Element Wealth
Ridgeland,
Mississippi
|
$302K
|
–
|
–
|
–
|
|
|
1935
|
Everpar Advisors
Tulsa,
Oklahoma
|
$302K
|
+$57.1K
|
+768
|
+22%
|
|
|
1936
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
1937
|
KWB Wealth
Redlands,
California
|
$301K
|
–
|
–
|
–
|
|
|
1938
|
True Link Financial Advisors
San Francisco,
California
|
$301K
|
+$27.3K
|
+368
|
+10%
|
|
|
1939
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$300K
|
+$311K
|
+4,184
|
New
|
|
|
1940
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$299K
|
–
|
–
|
–
|
|
|
1941
|
Hantz Financial Services
Southfield,
Michigan
|
$299K
|
+$57.4K
|
+772
|
+23%
|
|
|
1942
|
tru Independence
Portland,
Oregon
|
$298K
|
+$892
|
+12
|
+0.3%
|
|
|
1943
|
Northside Capital Management
Hood River,
Oregon
|
$298K
|
+$308K
|
+4,140
|
New
|
|
|
1944
|
Foster & Motley
Cincinnati,
Ohio
|
$296K
|
+$78.8K
|
+1,060
|
+35%
|
|
|
1945
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$295K
|
+$306K
|
+4,112
|
New
|
|
|
1946
|
RCW Management
Jacksonville,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
1947
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$294K
|
–
|
–
|
–
|
|
|
1948
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$294K
|
-$8.62K
|
-116
|
-3%
|
|
|
1949
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$293K
|
-$49K
|
-660
|
-14%
|
|
|
1950
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$293K
|
-$10.4K
|
-140
|
-3%
|
|
