|
1926
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$308K
|
–
|
–
|
–
|
|
|
1927
|
Goodman Financial
Houston,
Texas
|
$308K
|
-$7.37K
|
-30
|
-2%
|
|
|
1928
|
Symmetry Partners
Glastonbury,
Connecticut
|
$308K
|
+$312K
|
+1,270
|
New
|
|
|
1929
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$307K
|
-$62.9K
|
-256
|
-17%
|
|
|
1930
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$307K
|
–
|
–
|
–
|
|
|
1931
|
ADE LLC
Baltimore,
Maryland
|
$306K
|
–
|
–
|
–
|
|
|
1932
|
One Day In July LLC
Burlington,
Vermont
|
$306K
|
+$75K
|
+305
|
+32%
|
|
|
1933
|
Ranch Capital Advisors
Sarasota,
Florida
|
$306K
|
-$86K
|
-350
|
-22%
|
|
|
1934
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$305K
|
–
|
–
|
–
|
|
|
1935
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$305K
|
+$28.5K
|
+116
|
+10%
|
|
|
1936
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$304K
|
+$29.5K
|
+120
|
+11%
|
|
|
1937
|
Venturi Wealth Management
Austin,
Texas
|
$304K
|
+$45.7K
|
+186
|
+17%
|
|
|
1938
|
Winthrop Capital Management
Carmel,
Indiana
|
$303K
|
+$250K
|
+1,017
|
+422%
|
|
|
1939
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
1940
|
GEM Asset Management
Plymouth,
Michigan
|
$302K
|
-$11.8K
|
-48
|
-4%
|
|
|
1941
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$301K
|
+$8.36K
|
+34
|
+3%
|
|
|
1942
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$301K
|
+$62.2K
|
+253
|
+26%
|
|
|
1943
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$301K
|
-$1.47K
|
-6
|
-0.5%
|
|
|
1944
|
Lynx Capital Group
Beachwood,
Ohio
|
$301K
|
–
|
–
|
–
|
|
|
1945
|
Graypoint LLC
Albany,
New York
|
$300K
|
–
|
–
|
–
|
|
|
1946
|
Zhang Financial
Portage,
Michigan
|
$299K
|
+$2.46K
|
+10
|
+0.8%
|
|
|
1947
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$298K
|
+$303K
|
+1,232
|
New
|
|
|
1948
|
Holistic Planning
Nacogdoches,
Texas
|
$298K
|
+$302K
|
+1,229
|
New
|
|
|
1949
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$297K
|
-$2.95K
|
-12
|
-1%
|
|
|
1950
|
Creekmur Asset Management
Morton,
Illinois
|
$297K
|
+$59K
|
+240
|
+24%
|
|
