|
1926
|
KerberRose Wealth Management
Shawano,
Wisconsin
|
$231K
|
+$253K
|
+1,411
|
New
|
|
|
1927
|
AMI Investment Management
Kendallville,
Indiana
|
$230K
|
+$33.2K
|
+185
|
+15%
|
|
|
1928
|
TriaGen Wealth Management
Calabasas,
California
|
$229K
|
+$180
|
+1
|
+0.1%
|
|
|
1929
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$229K
|
+$12.6K
|
+70
|
+5%
|
|
|
1930
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$229K
|
+$24.8K
|
+138
|
+11%
|
|
|
1931
|
Cantor Fitzgerald
New York
|
$229K
|
+$251K
|
+1,396
|
New
|
|
|
1932
|
Fiduciary Planning
Englewood,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
1933
|
Flaharty Asset Management
Clearwater,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
1934
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$228K
|
–
|
–
|
–
|
|
|
1935
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$228K
|
–
|
–
|
–
|
|
|
1936
|
E&G Advisors
Houston,
Texas
|
$228K
|
+$250K
|
+1,392
|
New
|
|
|
1937
|
CPWM LLC
Seattle,
Washington
|
$228K
|
+$250K
|
+1,394
|
New
|
|
|
1938
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$227K
|
-$3.65M
|
-20,324
|
-94%
|
|
|
1939
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$227K
|
–
|
–
|
–
|
|
|
1940
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$227K
|
–
|
–
|
–
|
|
|
1941
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$227K
|
+$359
|
+2
|
+0.1%
|
|
|
1942
|
Somerset Trust
Somerset,
Pennsylvania
|
$227K
|
+$4.31K
|
+24
|
+2%
|
|
|
1943
|
Barber Financial Group
Lenexa,
Kansas
|
$227K
|
+$8.62K
|
+48
|
+4%
|
|
|
1944
|
Key Financial Inc
West Chester,
Pennsylvania
|
$226K
|
–
|
–
|
–
|
|
|
1945
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$226K
|
–
|
–
|
–
|
|
|
1946
|
Payden & Rygel
Los Angeles,
California
|
$226K
|
–
|
–
|
–
|
|
|
1947
|
Northstar Advisory Group
Northfield,
New Jersey
|
$225K
|
-$70.2K
|
-391
|
-22%
|
|
|
1948
|
Atwood & Palmer
Kansas City,
Missouri
|
$224K
|
-$26.6K
|
-148
|
-10%
|
|
|
1949
|
Monument Capital Management
Alexandria,
Virginia
|
$224K
|
+$245K
|
+1,367
|
New
|
|
|
1950
|
Asio Capital
Lexington,
Kentucky
|
$223K
|
–
|
–
|
–
|
|
