|
1926
|
Olistico Wealth
Tulsa,
Oklahoma
|
$3万
|
–
|
–
|
–
|
|
|
1927
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.97万
|
+$714
|
+8
|
+3%
|
|
|
1928
|
Bank & Trust Company
Litchfield,
Illinois
|
$2.95万
|
–
|
–
|
–
|
|
|
1929
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$2.8万
|
+$89
|
+1
|
+0.4%
|
|
|
1930
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$2.75万
|
–
|
–
|
–
|
|
|
1931
|
Kilter Group
Rhinebeck,
New York
|
$2.73万
|
+$1,339
|
+15
|
+6%
|
|
|
1932
|
Aventura Private Wealth
Aventura,
Florida
|
$2.72万
|
+$5,445
|
+61
|
+30%
|
|
|
1933
|
Kennebec Savings Bank
Augusta,
Maine
|
$2.61万
|
–
|
–
|
–
|
|
|
1934
|
Joseph Group Capital Management
Columbus,
Ohio
|
$2.61万
|
+$1.16万
|
+130
|
+107%
|
|
|
1935
|
Fortis Group Advisors
Westwood,
New Jersey
|
$2.59万
|
–
|
–
|
–
|
|
|
1936
|
Pacific Center for Financial Services
San Ramon,
California
|
$2.59万
|
–
|
–
|
–
|
|
|
1937
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$2.57万
|
+$625
|
+7
|
+3%
|
|
|
1938
|
Country Trust Bank
Bloomington,
Illinois
|
$2.51万
|
+$1.79万
|
+200
|
+465%
|
|
|
1939
|
Founders Capital Management (Texas)
Houston,
Texas
|
$2.45万
|
–
|
–
|
–
|
|
|
1940
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$2.45万
|
+$6,159
|
+69
|
+41%
|
|
|
1941
|
|
$2.43万
|
-$179
|
-2
|
-0.8%
|
|
|
1942
|
FWL Investment Management
Dallas,
Texas
|
$2.38万
|
+$2.05万
|
+230
|
新規
|
|
|
1943
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$2.3万
|
–
|
–
|
–
|
|
|
1944
|
Hughes Financial Services
Herndon,
Virginia
|
$2.29万
|
+$8,480
|
+95
|
+75%
|
|
|
1945
|
Downshift Financial
Boulder,
Colorado
|
$2.26万
|
+$1.95万
|
+218
|
新規
|
|
|
1946
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$2.24万
|
+$6,605
|
+74
|
+52%
|
|
|
1947
|
Financial Management Professionals
Austin,
Texas
|
$2.22万
|
–
|
–
|
–
|
|
|
1948
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.15万
|
–
|
–
|
–
|
|
|
1949
|
Syntax Research
Boca Raton,
Florida
|
$2.1万
|
–
|
–
|
–
|
|
|
1950
|
Centerpoint Advisors
Needham,
Massachusetts
|
$2.1万
|
–
|
–
|
–
|
|
