|
1926
|
Mraz Amerine & Associates
Modesto,
California
|
$1.35M
|
-$31.1K
|
-195
|
-2%
|
|
|
1927
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.35M
|
+$37.8K
|
+237
|
+3%
|
|
|
1928
|
Pacific Sage Partners
Edmonds,
Washington
|
$1.35M
|
-$42.3K
|
-265
|
-3%
|
|
|
1929
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$1.35M
|
+$14K
|
+88
|
+1%
|
|
|
1930
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.35M
|
-$31.9K
|
-200
|
-2%
|
|
|
1931
|
Baron Wealth Management
Troy,
Michigan
|
$1.34M
|
+$167K
|
+1,046
|
+14%
|
|
|
1932
|
Convergence Financial
Columbia,
Missouri
|
$1.34M
|
+$1.37M
|
+8,574
|
New
|
|
|
1933
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$1.34M
|
-$280K
|
-1,756
|
-17%
|
|
|
1934
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$1.34M
|
–
|
–
|
–
|
|
|
1935
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.34M
|
+$85.5K
|
+536
|
+7%
|
|
|
1936
|
Seven Eight Capital
New York
|
$1.33M
|
+$1.36M
|
+8,532
|
New
|
|
|
1937
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.33M
|
+$116K
|
+726
|
+9%
|
|
|
1938
|
Matrix Trust Company
Denver,
Colorado
|
$1.33M
|
+$83.4K
|
+523
|
+7%
|
|
|
1939
|
WrapManager Inc
Mill Valley,
California
|
$1.33M
|
+$619K
|
+3,885
|
+84%
|
|
|
1940
|
Apriem Advisors
Irvine,
California
|
$1.33M
|
-$197K
|
-1,235
|
-13%
|
|
|
1941
|
Caption Management
Oklahoma City,
Oklahoma
|
$1.33M
|
+$1.35M
|
+8,475
|
New
|
|
|
1942
|
Larson Financial Group
St Louis,
Missouri
|
$1.33M
|
+$487K
|
+3,053
|
+56%
|
|
|
1943
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.32M
|
+$13.4K
|
+84
|
+1%
|
|
|
1944
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$1.32M
|
–
|
–
|
–
|
|
|
1945
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.32M
|
-$307K
|
-1,923
|
-19%
|
|
|
1946
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$1.32M
|
+$638
|
+4
|
+0%
|
|
|
1947
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.32M
|
-$156K
|
-980
|
-10%
|
|
|
1948
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.31M
|
-$32.4K
|
-203
|
-2%
|
|
|
1949
|
Prudent Man Advisors
Naperville,
Illinois
|
$1.31M
|
+$49.8K
|
+312
|
+4%
|
|
|
1950
|
Everhart Financial Group
Dublin,
Ohio
|
$1.31M
|
+$229K
|
+1,436
|
+21%
|
|
