|
1926
|
Frazier Financial Advisors
Columbus,
Ohio
|
$22.4K
|
+$5.39K
|
+17
|
+34%
|
|
|
1927
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$22.1K
|
+$4.44K
|
+14
|
+27%
|
|
|
1928
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$21.8K
|
-$460K
|
-1,450
|
-96%
|
|
|
1929
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$21.8K
|
+$20.6K
|
+65
|
New
|
|
|
1930
|
Anchor Bay Capital
Carlsbad,
California
|
$21.7K
|
+$25.4K
|
+80
|
New
|
|
|
1931
|
Joseph Group Capital Management
Columbus,
Ohio
|
$21.4K
|
+$11.7K
|
+37
|
+137%
|
|
|
1932
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$21.1K
|
–
|
–
|
–
|
|
|
1933
|
CX Institutional
Auburn,
Indiana
|
$21K
|
+$3.49K
|
+11
|
+22%
|
|
|
1934
|
Valued Wealth Advisors
Holladay,
Utah
|
$20.1K
|
+$2.22K
|
+7
|
+13%
|
|
|
1935
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$18.4K
|
+$17.4K
|
+55
|
New
|
|
|
1936
|
Rialto Wealth Management
Syracuse,
New York
|
$17.7K
|
+$7.61K
|
+24
|
+83%
|
|
|
1937
|
Hughes Financial Services
Herndon,
Virginia
|
$17.7K
|
+$3.49K
|
+11
|
+26%
|
|
|
1938
|
Kennebec Savings Bank
Augusta,
Maine
|
$17.4K
|
–
|
–
|
–
|
|
|
1939
|
Clearstead Trust
Portland,
Maine
|
$17.1K
|
–
|
–
|
–
|
|
|
1940
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$16.7K
|
–
|
–
|
–
|
|
|
1941
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$16.7K
|
+$15.9K
|
+50
|
New
|
|
|
1942
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$16.4K
|
–
|
–
|
–
|
|
|
1943
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$15.7K
|
–
|
–
|
–
|
|
|
1944
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$15.4K
|
–
|
–
|
–
|
|
|
1945
|
Truvestments Capital
Sarasota,
Florida
|
$15.4K
|
-$24.4K
|
-77
|
-63%
|
|
|
1946
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$15.1K
|
+$317
|
+1
|
+2%
|
|
|
1947
|
Manning & Napier Advisors
Fairport,
New York
|
$14.7K
|
-$3.17K
|
-10
|
-17%
|
|
|
1948
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$14.7K
|
+$14K
|
+44
|
New
|
|
|
1949
|
Triumph Capital Management
Denver,
Colorado
|
$14.1K
|
+$317
|
+1
|
+2%
|
|
|
1950
|
Gleason Group
Prospect,
Kentucky
|
$14.1K
|
+$13.3K
|
+42
|
New
|
|
