|
1926
|
CVA Family Office
Denver,
Colorado
|
$1.04M
|
+$77.7K
|
+542
|
+9%
|
|
|
1927
|
Argus Investors Counsel
New York
|
$1.04M
|
+$127K
|
+883
|
+16%
|
|
|
1928
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.04M
|
-$3.87K
|
-27
|
-0.4%
|
|
|
1929
|
Collective Family Office
York,
Pennsylvania
|
$1.04M
|
+$1.43K
|
+10
|
+0.2%
|
|
|
1930
|
Independent Investors Inc
Nesconset,
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
1931
|
Greenline Partners
New York
|
$1.04M
|
-$353K
|
-2,462
|
-28%
|
|
|
1932
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.03M
|
+$21.4K
|
+149
|
+2%
|
|
|
1933
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$1.03M
|
+$190K
|
+1,326
|
+26%
|
|
|
1934
|
Austin Private Wealth
Austin,
Texas
|
$1.03M
|
+$272K
|
+1,895
|
+43%
|
|
|
1935
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$1.03M
|
-$95.9K
|
-669
|
-10%
|
|
|
1936
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.03M
|
-$5.02K
|
-35
|
-0.6%
|
|
|
1937
|
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
$1.03M
|
–
|
–
|
–
|
|
|
1938
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.02M
|
+$94.5K
|
+659
|
+12%
|
|
|
1939
|
USA Financial Formulas
Ada,
Michigan
|
$1.02M
|
+$796K
|
+5,548
|
+741%
|
|
|
1940
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.02M
|
+$222K
|
+1,550
|
+33%
|
|
|
1941
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$1.02M
|
+$898K
|
+6,264
|
New
|
|
|
1942
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$1.02M
|
-$84.2K
|
-587
|
-9%
|
|
|
1943
|
Oak Family Advisors
Chicago,
Illinois
|
$1.02M
|
-$426K
|
-2,969
|
-32%
|
|
|
1944
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.01M
|
-$10.3K
|
-72
|
-1%
|
|
|
1945
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$1.01M
|
+$123K
|
+857
|
+16%
|
|
|
1946
|
Q3 Asset Management
Birmingham,
Michigan
|
$1.01M
|
+$890K
|
+6,207
|
New
|
|
|
1947
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.01M
|
+$29.5K
|
+206
|
+3%
|
|
|
1948
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1M
|
-$291K
|
-2,031
|
-25%
|
|
|
1949
|
Financial Engines Advisors
Santa Clara,
California
|
$1M
|
-$201K
|
-1,400
|
-18%
|
|
|
1950
|
Oxford Financial Group
Carmel,
Indiana
|
$1M
|
-$603K
|
-4,204
|
-41%
|
|
