|
1926
|
Howland Capital Management
Boston,
Massachusetts
|
$361K
|
+$20K
|
+450
|
+6%
|
|
|
1927
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$360K
|
–
|
–
|
–
|
|
|
1928
|
Silicon Valley Capital Partners
San Jose,
California
|
$360K
|
+$343K
|
+7,722
|
New
|
|
|
1929
|
Well Done LLC
Holland,
Michigan
|
$359K
|
+$342K
|
+7,698
|
New
|
|
|
1930
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$358K
|
+$341K
|
+7,668
|
New
|
|
|
1931
|
Iowa State Bank
Urbandale,
Iowa
|
$357K
|
–
|
–
|
–
|
|
|
1932
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$357K
|
+$133
|
+3
|
+0%
|
|
|
1933
|
Lindbrook Capital
Calabasas,
California
|
$357K
|
+$1.07K
|
+24
|
+0.3%
|
|
|
1934
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$357K
|
–
|
–
|
–
|
|
|
1935
|
Osborne Partners Capital Management
San Francisco,
California
|
$354K
|
-$138K
|
-3,102
|
-29%
|
|
|
1936
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$354K
|
+$56.7K
|
+1,275
|
+20%
|
|
|
1937
|
Certuity
North Palm Beach,
Florida
|
$354K
|
+$338K
|
+7,593
|
New
|
|
|
1938
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$353K
|
+$667
|
+15
|
+0.2%
|
|
|
1939
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$349K
|
+$3.47K
|
+78
|
+1%
|
|
|
1940
|
Fort Point Capital Partners
San Francisco,
California
|
$349K
|
+$5.33K
|
+120
|
+2%
|
|
|
1941
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$348K
|
+$27.2K
|
+612
|
+9%
|
|
|
1942
|
Creative Financial Designs
Kokomo,
Indiana
|
$347K
|
+$208K
|
+4,689
|
+171%
|
|
|
1943
|
|
$346K
|
-$33.2K
|
-747
|
-9%
|
|
|
1944
|
Vigilant Capital Management
Portland,
Maine
|
$346K
|
+$112K
|
+2,526
|
+52%
|
|
|
1945
|
Planned Solutions
Folsom,
California
|
$346K
|
+$329K
|
+7,410
|
New
|
|
|
1946
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$345K
|
+$329K
|
+7,407
|
New
|
|
|
1947
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$344K
|
-$51.1K
|
-1,149
|
-13%
|
|
|
1948
|
|
$343K
|
-$20.7K
|
-465
|
-6%
|
|
|
1949
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$343K
|
–
|
–
|
–
|
|
|
1950
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$342K
|
+$17.2K
|
+387
|
+6%
|
|
