|
1926
|
Peak Planning Group
Centennial,
Colorado
|
$297K
|
+$310K
|
+5,318
|
New
|
|
|
1927
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$297K
|
+$9.97K
|
+171
|
+3%
|
|
|
1928
|
Five Oceans Advisors
Santa Monica,
California
|
$297K
|
+$310K
|
+5,317
|
New
|
|
|
1929
|
Waterfront Wealth
Overland Park,
Kansas
|
$296K
|
-$4.32K
|
-74
|
-1%
|
|
|
1930
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$296K
|
+$52.1K
|
+893
|
+20%
|
|
|
1931
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$295K
|
+$244K
|
+4,186
|
+384%
|
|
|
1932
|
Maven Securities
St Helier,
Jersey
|
$294K
|
-$107K
|
-1,828
|
-26%
|
|
|
1933
|
Level Four Financial
Dallas,
Texas
|
$294K
|
+$8.75K
|
+150
|
+3%
|
|
|
1934
|
City Holding Co
Charleston,
West Virginia
|
$294K
|
+$32.3K
|
+554
|
+12%
|
|
|
1935
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$292K
|
+$117
|
+2
|
+0%
|
|
|
1936
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$291K
|
+$58
|
+1
|
+0%
|
|
|
1937
|
Sonora Investment Management
Tucson,
Arizona
|
$291K
|
+$71.5K
|
+1,227
|
+31%
|
|
|
1938
|
Capital Square
Chattanooga,
Tennessee
|
$290K
|
–
|
–
|
–
|
|
|
1939
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$290K
|
–
|
–
|
–
|
|
|
1940
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$289K
|
-$6.41K
|
-110
|
-2%
|
|
|
1941
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$288K
|
–
|
–
|
–
|
|
|
1942
|
Optimum Investment Advisors
Chicago,
Illinois
|
$286K
|
–
|
–
|
–
|
|
|
1943
|
Probity Advisors
Dallas,
Texas
|
$286K
|
+$47K
|
+806
|
+19%
|
|
|
1944
|
|
$284K
|
-$5.83K
|
-100
|
-2%
|
|
|
1945
|
Meridian Wealth Management
Lexington,
Kentucky
|
$283K
|
+$1.34K
|
+23
|
+0.5%
|
|
|
1946
|
Diversified
Wilmington,
Delaware
|
$282K
|
+$350
|
+6
|
+0.1%
|
|
|
1947
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$281K
|
-$348K
|
-5,975
|
-54%
|
|
|
1948
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$278K
|
+$10.4K
|
+179
|
+4%
|
|
|
1949
|
Bouchey Financial Group
Troy,
New York
|
$278K
|
+$31.5K
|
+541
|
+12%
|
|
|
1950
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$276K
|
-$10.3K
|
-177
|
-3%
|
|
