|
1926
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$339K
|
+$104K
|
+424
|
+43%
|
|
|
1927
|
Paloma Partners
Greenwich,
Connecticut
|
$338K
|
-$2.91M
|
-11,840
|
-89%
|
|
|
1928
|
Alta Advisers
London,
United Kingdom
|
$338K
|
–
|
–
|
–
|
|
|
1929
|
Summit Financial Strategies
Columbus,
Ohio
|
$338K
|
–
|
–
|
–
|
|
|
1930
|
GFG Capital
Miami,
Florida
|
$337K
|
-$256K
|
-1,041
|
-81%
|
|
|
1931
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$337K
|
-$13.7K
|
-56
|
-4%
|
|
|
1932
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$336K
|
-$4.17K
|
-17
|
-1%
|
|
|
1933
|
Stephens Consulting
Flint,
Michigan
|
$336K
|
–
|
–
|
–
|
|
|
1934
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$335K
|
+$13K
|
+53
|
+4%
|
|
|
1935
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$335K
|
+$76.3K
|
+311
|
+29%
|
|
|
1936
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$335K
|
–
|
–
|
–
|
|
|
1937
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$334K
|
-$1.96K
|
-8
|
-0.6%
|
|
|
1938
|
Oberweis Asset Management
Lisle,
Illinois
|
$334K
|
+$245
|
+1
|
+0.1%
|
|
|
1939
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$334K
|
–
|
–
|
–
|
|
|
1940
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$333K
|
+$339K
|
+1,379
|
New
|
|
|
1941
|
Silver Oak Securities
Jackson,
Tennessee
|
$333K
|
+$18.2K
|
+74
|
+6%
|
|
|
1942
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$333K
|
+$736
|
+3
|
+0.2%
|
|
|
1943
|
GenWealth Group
Maplewood,
New Jersey
|
$332K
|
–
|
–
|
–
|
|
|
1944
|
Sovereign Financial Group
Stamford,
Connecticut
|
$332K
|
+$982
|
+4
|
+0.3%
|
|
|
1945
|
LifeSteps Financial
Claremont,
California
|
$332K
|
+$11K
|
+45
|
+3%
|
|
|
1946
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$331K
|
+$1.96K
|
+8
|
+0.6%
|
|
|
1947
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$328K
|
-$736
|
-3
|
-0.2%
|
|
|
1948
|
Mirador Capital Partners
Pleasanton,
California
|
$328K
|
+$80.3K
|
+327
|
+32%
|
|
|
1949
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$328K
|
–
|
–
|
–
|
|
|
1950
|
Neville Rodie & Shaw
New York
|
$327K
|
-$44.2K
|
-180
|
-12%
|
|
