|
1926
|
Charles Carroll Financial Partners
Kingston,
Massachusetts
|
$1.26M
|
–
|
–
|
–
|
|
|
1927
|
New England Research & Management
Chicago,
Illinois
|
$1.26M
|
+$297K
|
+1,700
|
+32%
|
|
|
1928
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$1.25M
|
+$1.22M
|
+6,966
|
New
|
|
|
1929
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.25M
|
-$31.9K
|
-183
|
-3%
|
|
|
1930
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$1.25M
|
–
|
–
|
–
|
|
|
1931
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1.25M
|
+$733K
|
+4,203
|
+154%
|
|
|
1932
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$1.25M
|
+$1.21M
|
+6,937
|
New
|
|
|
1933
|
Vicus Capital
State College,
Pennsylvania
|
$1.24M
|
-$45.4K
|
-260
|
-4%
|
|
|
1934
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.24M
|
+$84.8K
|
+486
|
+8%
|
|
|
1935
|
TLWM Financial
San Antonio,
Texas
|
$1.24M
|
-$665K
|
-3,809
|
-35%
|
|
|
1936
|
Parkside Investments
Deerfield,
Illinois
|
$1.24M
|
+$1.21M
|
+6,910
|
New
|
|
|
1937
|
V Wealth Advisors
Overland Park,
Kansas
|
$1.24M
|
+$184K
|
+1,056
|
+18%
|
|
|
1938
|
E&G Advisors
Houston,
Texas
|
$1.23M
|
-$90.7K
|
-520
|
-7%
|
|
|
1939
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.23M
|
+$1.2M
|
+6,864
|
New
|
|
|
1940
|
Campion Asset Management
Falls Church,
Virginia
|
$1.23M
|
-$40.1K
|
-230
|
-3%
|
|
|
1941
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.22M
|
-$124K
|
-709
|
-9%
|
|
|
1942
|
Oak Family Advisors
Chicago,
Illinois
|
$1.22M
|
-$7.85K
|
-45
|
-0.7%
|
|
|
1943
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$1.22M
|
+$472K
|
+2,705
|
+66%
|
|
|
1944
|
|
$1.22M
|
+$1.18M
|
+6,770
|
New
|
|
|
1945
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.21M
|
+$3.49K
|
+20
|
+0.3%
|
|
|
1946
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.21M
|
+$93.5K
|
+536
|
+9%
|
|
|
1947
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.21M
|
-$20.2K
|
-116
|
-2%
|
|
|
1948
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.21M
|
+$32.8K
|
+188
|
+3%
|
|
|
1949
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.21M
|
-$6.98K
|
-40
|
-0.6%
|
|
|
1950
|
Matthew Hamilton Rosenberg
|
$1.21M
|
+$1.57K
|
+9
|
+0.1%
|
|
