|
1926
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$300K
|
–
|
–
|
–
|
|
|
1927
|
Tudor Financial
Dayton,
Ohio
|
$300K
|
–
|
–
|
–
|
|
|
1928
|
CMG Global Holdings
Plano,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
1929
|
Rossby Financial
Melbourne,
Florida
|
$297K
|
-$293K
|
-828
|
-47%
|
|
|
1930
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$297K
|
–
|
–
|
–
|
|
|
1931
|
RMG Wealth Management
Platteville,
Wisconsin
|
$296K
|
+$4.25K
|
+12
|
+1%
|
|
|
1932
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$296K
|
-$3.19K
|
-9
|
-1%
|
|
|
1933
|
Perennial Investment Advisors
Los Angeles,
California
|
$295K
|
+$19.8K
|
+56
|
+6%
|
|
|
1934
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$295K
|
-$45.4K
|
-128
|
-12%
|
|
|
1935
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$295K
|
+$10.3K
|
+29
|
+3%
|
|
|
1936
|
Atlas Brown
Louisville,
Kentucky
|
$295K
|
+$45K
|
+127
|
+16%
|
|
|
1937
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$294K
|
-$24.8K
|
-70
|
-7%
|
|
|
1938
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$294K
|
-$29.8K
|
-84
|
-8%
|
|
|
1939
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$293K
|
–
|
–
|
–
|
|
|
1940
|
Riversedge Advisors
Wilmington,
Delaware
|
$292K
|
+$709
|
+2
|
+0.2%
|
|
|
1941
|
Optimize Financial
Laguna Hills,
California
|
$292K
|
+$2.48K
|
+7
|
+0.8%
|
|
|
1942
|
TL Private Wealth
Southlake,
Texas
|
$292K
|
–
|
–
|
–
|
|
|
1943
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$292K
|
–
|
–
|
–
|
|
|
1944
|
Meridian Financial Partners
Warrenton,
Virginia
|
$290K
|
–
|
–
|
–
|
|
|
1945
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
$290K
|
+$322K
|
+910
|
New
|
|
|
1946
|
AXS Investments
Port Chester,
New York
|
$290K
|
+$113K
|
+319
|
+54%
|
|
|
1947
|
Index Fund Advisors
Irvine,
California
|
$290K
|
+$354
|
+1
|
+0.1%
|
|
|
1948
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$288K
|
–
|
–
|
–
|
|
|
1949
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$288K
|
+$321K
|
+905
|
New
|
|
|
1950
|
SSI Investment Management
Los Angeles,
California
|
$288K
|
–
|
–
|
–
|
|
