|
1926
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
$1.7億
|
+$3524万
|
+26%
|
5.24%
|
–
|
94
|
25.53%
|
0.6
|
|
|
1927
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$1.7億
|
+$406万
|
+2%
|
2.78%
|
–
|
129
|
9.3%
|
1.3
|
|
|
1928
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$1.7億
|
+$221万
|
+1%
|
1.38%
|
–
|
152
|
11.18%
|
1.3
|
|
|
1929
|
Pensionfund DSM Netherlands
Sittard,
Netherlands
|
$1.7億
|
-$2438万
|
-13%
|
7.06%
|
36.9%
|
76
|
5.26%
|
8.5
|
|
|
1930
|
Apex Wealth Management
Bedford,
New Hampshire
|
$1.7億
|
+$617万
|
+4%
|
0.97%
|
–
|
70
|
24.29%
|
1.1
|
|
|
1931
|
Credit Capital Investments
Livingston,
New Jersey
|
$1.7億
|
-$477万
|
-3%
|
1.01%
|
500%
|
51
|
37.25%
|
1.8
|
|
|
1932
|
Mainstream Capital Management
Los Angeles,
California
|
$1.7億
|
+$379万
|
+2%
|
3.07%
|
–
|
304
|
71.05%
|
0.5
|
|
|
1933
|
Hemming & Wealth Management
Traverse City,
Michigan
|
$1.7億
|
+$555万
|
+3%
|
1.17%
|
–
|
16
|
0%
|
0.7
|
|
|
1934
|
Penbrook Management
New York
|
$1.69億
|
+$1272万
|
+8%
|
1.85%
|
107%
|
106
|
8.49%
|
5.8
|
|
|
1935
|
Rare Wolf Capital
Bellevue,
Washington
|
$1.69億
|
+$1348万
|
+9%
|
10.4%
|
–
|
127
|
13.39%
|
0.7
|
|
|
1936
|
Community Bank of Raymore
Raymore,
Missouri
|
$1.69億
|
-$62.4万
|
-0.4%
|
3.41%
|
91.9%
|
79
|
11.39%
|
6.4
|
|
|
1937
|
Williams & Novak
Westlake Village,
California
|
$1.69億
|
+$1782万
|
+12%
|
1.18%
|
61.6%
|
163
|
19.02%
|
1.6
|
|
|
1938
|
Planning Strategies
Lancaster,
Pennsylvania
|
$1.69億
|
+$858万
|
+5%
|
1.24%
|
–
|
1,198
|
14.11%
|
0.2
|
|
|
1939
|
Pacific Park Financial
Lagina Hills,
California
|
$1.69億
|
-$341万
|
-2%
|
0.48%
|
–
|
82
|
7.32%
|
0.7
|
|
|
1940
|
Axecap Investments
Mason,
Ohio
|
$1.69億
|
-$1213万
|
-7%
|
0.41%
|
–
|
87
|
27.59%
|
0.8
|
|
|
1941
|
365 WMG Private Fund I: Primus Fund LLC
Mason,
Ohio
|
$1.69億
|
–
|
–
|
0.41%
|
–
|
77
|
–
|
0
|
|
|
1942
|
MFA Wealth Services
Thousand Oaks,
California
|
$1.69億
|
+$106万
|
+0.6%
|
0.03%
|
–
|
136
|
3.68%
|
1.4
|
|
|
1943
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$1.68億
|
+$469万
|
+3%
|
2.58%
|
–
|
134
|
14.93%
|
0.6
|
|
|
1944
|
Azarias Capital Management
Berwyn,
Pennsylvania
|
$1.68億
|
-$6138万
|
-27%
|
2.53%
|
58.2%
|
24
|
8.33%
|
2.8
|
|
|
1945
|
Vann Equity Management
Plano,
Texas
|
$1.68億
|
+$350万
|
+2%
|
5.18%
|
–
|
189
|
19.05%
|
0.4
|
|
|
1946
|
Cross Staff Investments
Pittsford,
New York
|
$1.68億
|
-$952万
|
-5%
|
1.32%
|
80.3%
|
136
|
6.62%
|
3.7
|
|
|
1947
|
RiverTree Advisors
Winter Park,
Florida
|
$1.68億
|
-$148万
|
-0.9%
|
1.01%
|
25.4%
|
84
|
30.95%
|
1.7
|
|
|
1948
|
Orca Wealth Management
New Port Richey,
Florida
|
$1.68億
|
+$120万
|
+0.7%
|
0.64%
|
–
|
89
|
12.36%
|
1.3
|
|
|
1949
|
Vilga Financial Planning
Fair Lawn,
New Jersey
|
$1.68億
|
+$3562万
|
+27%
|
1.72%
|
–
|
105
|
14.29%
|
0.6
|
|
|
1950
|
AdviceOne Advisory Services
Glastonbury,
Connecticut
|
$1.68億
|
-$941万
|
-5%
|
3.65%
|
–
|
46
|
10.87%
|
1.3
|
|