|
1926
|
Matrix Private Capital Group
New York
|
$1.33M
|
+$78.1K
|
+438
|
+6%
|
|
|
1927
|
Insight Wealth Strategies
San Ramon,
California
|
$1.33M
|
+$78.6K
|
+441
|
+6%
|
|
|
1928
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.33M
|
+$1.78K
|
+10
|
+0.1%
|
|
|
1929
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.33M
|
+$36.4K
|
+204
|
+3%
|
|
|
1930
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.33M
|
+$46.2K
|
+259
|
+3%
|
|
|
1931
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.32M
|
-$1.44M
|
-8,067
|
-51%
|
|
|
1932
|
AllGen Financial Advisors
Orlando,
Florida
|
$1.32M
|
-$13.7M
|
-76,586
|
-91%
|
|
|
1933
|
Roosevelt Investment Group
New York
|
$1.32M
|
-$1.25K
|
-7
|
-0.1%
|
|
|
1934
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.32M
|
+$12.5K
|
+70
|
+0.9%
|
|
|
1935
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.32M
|
+$15K
|
+84
|
+1%
|
|
|
1936
|
Stone Run Capital
New York
|
$1.31M
|
-$1.16M
|
-6,502
|
-46%
|
|
|
1937
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.31M
|
–
|
–
|
–
|
|
|
1938
|
Old Mission Investment Co
Traverse City,
Michigan
|
$1.3M
|
+$81.6K
|
+458
|
+6%
|
|
|
1939
|
Merrion Investment Management
Cranford,
New Jersey
|
$1.3M
|
+$24.2K
|
+136
|
+2%
|
|
|
1940
|
Resource Management
Metairie,
Louisiana
|
$1.3M
|
+$95.5K
|
+536
|
+7%
|
|
|
1941
|
Alaethes Wealth
Glenbrook,
Nevada
|
$1.3M
|
+$20.1K
|
+113
|
+1%
|
|
|
1942
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$1.3M
|
+$71.3K
|
+400
|
+5%
|
|
|
1943
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$1.28M
|
+$232K
|
+1,300
|
+21%
|
|
|
1944
|
55I LLC
Boston,
Massachusetts
|
$1.28M
|
+$615K
|
+3,449
|
+84%
|
|
|
1945
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
|
1946
|
FLC Capital Advisors
Palm Desert,
California
|
$1.28M
|
+$14.4K
|
+81
|
+1%
|
|
|
1947
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.28M
|
+$317K
|
+1,776
|
+31%
|
|
|
1948
|
Fiduciary Planning
Englewood,
Florida
|
$1.28M
|
-$74K
|
-415
|
-5%
|
|
|
1949
|
Clare Market Investments
Dallas,
Texas
|
$1.28M
|
+$357K
|
+2,001
|
+36%
|
|
|
1950
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$1.27M
|
-$152K
|
-854
|
-10%
|
|
