|
1926
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$40K
|
-$309K
|
-7,566
|
-89%
|
|
|
1927
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
|
1928
|
Silicon Valley Capital Partners
San Jose,
California
|
$39.8K
|
+$9.71K
|
+238
|
+33%
|
|
|
1929
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$39K
|
-$53K
|
-1,300
|
-58%
|
|
|
1930
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$38.6K
|
+$37.7K
|
+924
|
New
|
|
|
1931
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$38.1K
|
–
|
–
|
–
|
|
|
1932
|
|
$38K
|
–
|
–
|
–
|
|
|
1933
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$36.9K
|
-$653
|
-16
|
-2%
|
|
|
1934
|
Tidemark
San Diego,
California
|
$36.1K
|
+$41
|
+1
|
+0.1%
|
|
|
1935
|
Toth Financial Advisory
Leesburg,
Virginia
|
$34.6K
|
–
|
–
|
–
|
|
|
1936
|
FSC Wealth Advisors
Fishkill,
New York
|
$34.4K
|
+$41
|
+1
|
+0.1%
|
|
|
1937
|
Evensky & Katz
Coral Gables,
Florida
|
$33K
|
+$41
|
+1
|
+0.1%
|
|
|
1938
|
Frazier Financial Advisors
Columbus,
Ohio
|
$32.8K
|
–
|
–
|
–
|
|
|
1939
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$32K
|
+$9.59K
|
+235
|
+44%
|
|
|
1940
|
Canton Hathaway
Providence,
Rhode Island
|
$31K
|
-$4.08K
|
-100
|
-12%
|
|
|
1941
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
1942
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$30.9K
|
-$120K
|
-2,950
|
-80%
|
|
|
1943
|
Russell Investments Group
London,
United Kingdom
|
$29.7K
|
+$29.1K
|
+712
|
New
|
|
|
1944
|
Signature Resources Capital Management
Newport Beach,
California
|
$29.5K
|
–
|
–
|
–
|
|
|
1945
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$29.2K
|
–
|
–
|
–
|
|
|
1946
|
Gables Capital Management
Miami,
Florida
|
$27.8K
|
+$27.2K
|
+666
|
New
|
|
|
1947
|
Retirement Group
San Diego,
California
|
$27.7K
|
–
|
–
|
–
|
|
|
1948
|
GHP Investment Advisors
Denver,
Colorado
|
$26.9K
|
–
|
–
|
–
|
|
|
1949
|
Element Wealth
Ridgeland,
Mississippi
|
$26.9K
|
–
|
–
|
–
|
|
|
1950
|
Elevate Wealth Advisory
Athens,
Georgia
|
$26.6K
|
+$245
|
+6
|
+1%
|
|
