|
1926
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.51M
|
-$137K
|
-1,283
|
-9%
|
|
|
1927
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.51M
|
-$43.4K
|
-405
|
-3%
|
|
|
1928
|
Titleist Capital
San Antonio,
Texas
|
$1.51M
|
+$11.5K
|
+107
|
+0.8%
|
|
|
1929
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.51M
|
+$8.46K
|
+79
|
+0.6%
|
|
|
1930
|
Camden National Bank
Camden,
Maine
|
$1.5M
|
-$118K
|
-1,101
|
-7%
|
|
|
1931
|
Cairn Investment Group
Vancouver,
Washington
|
$1.5M
|
+$80.1K
|
+748
|
+6%
|
|
|
1932
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1.5M
|
+$41.9K
|
+391
|
+3%
|
|
|
1933
|
Two Sigma Investments
New York
|
$1.5M
|
+$1.46M
|
+13,600
|
New
|
|
|
1934
|
Front Row Advisors
Tiburon,
California
|
$1.5M
|
+$24.2K
|
+226
|
+2%
|
|
|
1935
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.5M
|
-$64.1K
|
-598
|
-4%
|
|
|
1936
|
Westmount Partners
Los Angeles,
California
|
$1.5M
|
+$1.45M
|
+13,574
|
New
|
|
|
1937
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.5M
|
-$331K
|
-3,091
|
-19%
|
|
|
1938
|
Gratus Capital
Atlanta,
Georgia
|
$1.5M
|
-$606K
|
-5,660
|
-29%
|
|
|
1939
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.49M
|
-$33.2K
|
-310
|
-2%
|
|
|
1940
|
Lion Street Advisors
Austin,
Texas
|
$1.49M
|
+$246K
|
+2,294
|
+11%
|
|
|
1941
|
RIA Advisory Group
Des Moines,
Iowa
|
$1.49M
|
+$1.55M
|
+14,465
|
New
|
|
|
1942
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.49M
|
+$55.5K
|
+518
|
+4%
|
|
|
1943
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$1.49M
|
-$67.5K
|
-630
|
-4%
|
|
|
1944
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.48M
|
-$35.4K
|
-330
|
-2%
|
|
|
1945
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.48M
|
-$188K
|
-1,758
|
-12%
|
|
|
1946
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$1.47M
|
+$8.04K
|
+75
|
+0.6%
|
|
|
1947
|
44 Wealth Management
Eugene,
Oregon
|
$1.47M
|
+$2.68K
|
+25
|
+0.2%
|
|
|
1948
|
Aufman Associates
Sewickley,
Pennsylvania
|
$1.47M
|
-$1.29K
|
-12
|
-0.1%
|
|
|
1949
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$1.47M
|
-$2.14K
|
-20
|
-0.2%
|
|
|
1950
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.47M
|
+$168K
|
+1,572
|
+13%
|
|
