|
1926
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.42M
|
–
|
–
|
–
|
|
|
1927
|
New Republic Capital
Charlotte,
North Carolina
|
$1.42M
|
+$212K
|
+460
|
+31%
|
|
|
1928
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$1.42M
|
+$923
|
+2
|
+0.1%
|
|
|
1929
|
Ignite Planners
San Clemente,
California
|
$1.42M
|
+$26.3K
|
+57
|
+3%
|
|
|
1930
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
1931
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.41M
|
+$48K
|
+104
|
+6%
|
|
|
1932
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.41M
|
-$297K
|
-643
|
-25%
|
|
|
1933
|
Harris Associates
Chicago,
Illinois
|
$1.41M
|
-$118K
|
-255
|
-12%
|
|
|
1934
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.4M
|
-$11.1K
|
-24
|
-1%
|
|
|
1935
|
|
$1.4M
|
-$78K
|
-169
|
-8%
|
|
|
1936
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.4M
|
-$214K
|
-463
|
-19%
|
|
|
1937
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.4M
|
-$46.6K
|
-101
|
-5%
|
|
|
1938
|
Camden National Bank
Camden,
Maine
|
$1.39M
|
-$24K
|
-52
|
-3%
|
|
|
1939
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$1.39M
|
+$888K
|
+1,924
|
New
|
|
|
1940
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$1.39M
|
+$884K
|
+1,916
|
New
|
|
|
1941
|
Veridan Wealth
West Linn,
Oregon
|
$1.38M
|
-$91.8K
|
-199
|
-9%
|
|
|
1942
|
Generali Investments CEE
Prague,
Czech Republic
|
$1.38M
|
-$260K
|
-563
|
-23%
|
|
|
1943
|
Peterson Wealth Services
South Ogden,
Utah
|
$1.38M
|
-$4.15K
|
-9
|
-0.5%
|
|
|
1944
|
Old Mission Investment Co
Traverse City,
Michigan
|
$1.38M
|
-$3.23K
|
-7
|
-0.4%
|
|
|
1945
|
Tactive Advisors
Jacksonville,
Florida
|
$1.38M
|
+$279K
|
+604
|
+46%
|
|
|
1946
|
Vantage Point Financial
Lisle,
Illinois
|
$1.37M
|
+$15.2K
|
+33
|
+2%
|
|
|
1947
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.37M
|
-$90.9K
|
-197
|
-9%
|
|
|
1948
|
Platform Technology Partners
New York
|
$1.37M
|
+$20.3K
|
+44
|
+2%
|
|
|
1949
|
ROI Financial Advisors
Beaverton,
Oregon
|
$1.36M
|
+$103K
|
+224
|
+13%
|
|
|
1950
|
Financial Council
Towson,
Maryland
|
$1.36M
|
–
|
–
|
–
|
|
