|
1926
|
SPC Financial Inc
Rockville,
Maryland
|
$346K
|
+$43.4K
|
+225
|
+14%
|
|
|
1927
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$346K
|
+$14.6K
|
+76
|
+4%
|
|
|
1928
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$345K
|
+$348K
|
+1,806
|
New
|
|
|
1929
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$343K
|
+$345K
|
+1,792
|
New
|
|
|
1930
|
Weatherly Asset Management
Del Mar,
California
|
$341K
|
+$42K
|
+218
|
+14%
|
|
|
1931
|
SimpliFi Inc
San Diego,
California
|
$341K
|
-$33.9K
|
-176
|
-9%
|
|
|
1932
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$340K
|
+$9.25K
|
+48
|
+3%
|
|
|
1933
|
Fiduciary Alliance
Greenville,
South Carolina
|
$339K
|
+$342K
|
+1,774
|
New
|
|
|
1934
|
Clearstead Trust
Portland,
Maine
|
$339K
|
+$193
|
+1
|
+0.1%
|
|
|
1935
|
Richard C. Young & Co
Newport,
Rhode Island
|
$338K
|
+$1.73K
|
+9
|
+0.5%
|
|
|
1936
|
Cable Hill Partners
Portland,
Oregon
|
$338K
|
+$41.4K
|
+215
|
+14%
|
|
|
1937
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$338K
|
+$20.6K
|
+107
|
+6%
|
|
|
1938
|
M. Kulyk & Associates
Decatur,
Georgia
|
$338K
|
-$62.6K
|
-325
|
-16%
|
|
|
1939
|
Fulcrum Capital
Seattle,
Washington
|
$336K
|
–
|
–
|
–
|
|
|
1940
|
Harbor Group
Bedford,
New Hampshire
|
$336K
|
+$339K
|
+1,758
|
New
|
|
|
1941
|
Executive Wealth Management
Brighton,
Michigan
|
$335K
|
+$284K
|
+1,474
|
+528%
|
|
|
1942
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$335K
|
–
|
–
|
–
|
|
|
1943
|
Sonoma Private Wealth
Sonoma,
California
|
$335K
|
+$337K
|
+1,750
|
New
|
|
|
1944
|
Welch Group
Birmingham,
Alabama
|
$332K
|
+$335K
|
+1,738
|
New
|
|
|
1945
|
Darwin Wealth Management
Tampa,
Florida
|
$331K
|
-$155K
|
-806
|
-33%
|
|
|
1946
|
CEDRUS
Littleton,
Colorado
|
$331K
|
+$25.4K
|
+132
|
+8%
|
|
|
1947
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$331K
|
+$334K
|
+1,732
|
New
|
|
|
1948
|
Tradition Wealth Management
Edina,
Minnesota
|
$331K
|
+$578
|
+3
|
+0.2%
|
|
|
1949
|
JB Capital
Wethersfield,
Connecticut
|
$331K
|
+$22.9K
|
+119
|
+7%
|
|
|
1950
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$330K
|
+$193
|
+1
|
+0.1%
|
|
