|
1926
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$727K
|
–
|
–
|
–
|
|
|
1927
|
Buck Wealth Strategies
Denver,
Colorado
|
$727K
|
+$692K
|
+2,798
|
New
|
|
|
1928
|
Vision Capital Management
Portland,
Oregon
|
$727K
|
-$11.1K
|
-45
|
-2%
|
|
|
1929
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$727K
|
–
|
–
|
–
|
|
|
1930
|
Patten & Patten
Chattanooga,
Tennessee
|
$727K
|
+$208K
|
+842
|
+43%
|
|
|
1931
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$724K
|
+$35.4K
|
+143
|
+5%
|
|
|
1932
|
Emerald Advisors
Bellevue,
Washington
|
$724K
|
+$689K
|
+2,784
|
New
|
|
|
1933
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$723K
|
+$742
|
+3
|
+0.1%
|
|
|
1934
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$723K
|
+$688K
|
+2,781
|
New
|
|
|
1935
|
Fortitude Family Office
Scottsdale,
Arizona
|
$722K
|
–
|
–
|
–
|
|
|
1936
|
Capital Planning Advisors
Roseville,
California
|
$721K
|
–
|
–
|
–
|
|
|
1937
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$721K
|
+$3.71K
|
+15
|
+0.5%
|
|
|
1938
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$720K
|
+$152K
|
+614
|
+28%
|
|
|
1939
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$720K
|
-$38.6K
|
-156
|
-5%
|
|
|
1940
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$718K
|
+$684K
|
+2,764
|
New
|
|
|
1941
|
Tradition Wealth Management
Edina,
Minnesota
|
$718K
|
+$53.7K
|
+217
|
+9%
|
|
|
1942
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$717K
|
-$14.8K
|
-60
|
-2%
|
|
|
1943
|
Baxter Bros Inc
Riverside,
Connecticut
|
$717K
|
+$14.3K
|
+58
|
+2%
|
|
|
1944
|
JB Capital
Wethersfield,
Connecticut
|
$714K
|
+$119K
|
+479
|
+21%
|
|
|
1945
|
Sawyer & Company
Boston,
Massachusetts
|
$712K
|
-$45.5K
|
-184
|
-6%
|
|
|
1946
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$711K
|
+$4.21K
|
+17
|
+0.6%
|
|
|
1947
|
WP Advisors
San Francisco,
California
|
$710K
|
+$2.23K
|
+9
|
+0.3%
|
|
|
1948
|
Abacus Wealth Partners
Santa Monica,
California
|
$708K
|
+$75.7K
|
+306
|
+13%
|
|
|
1949
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$704K
|
-$53.4K
|
-216
|
-7%
|
|
|
1950
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$701K
|
+$39.3K
|
+159
|
+6%
|
|
