|
1926
|
LRI Investments
Palm Beach Gardens,
Florida
|
$214K
|
+$153K
|
+325
|
+304%
|
|
|
1927
|
Kera Capital Partners
San Jose,
California
|
$214K
|
+$203K
|
+431
|
New
|
|
|
1928
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$214K
|
+$203K
|
+431
|
New
|
|
|
1929
|
Addison Capital
Conshohocken,
Pennsylvania
|
$213K
|
+$203K
|
+430
|
New
|
|
|
1930
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$213K
|
-$39.6K
|
-84
|
-16%
|
|
|
1931
|
SOA Wealth Advisors
New York
|
$213K
|
–
|
–
|
–
|
|
|
1932
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$213K
|
+$203K
|
+430
|
New
|
|
|
1933
|
Sovereign Financial Group
Stamford,
Connecticut
|
$212K
|
+$202K
|
+428
|
New
|
|
|
1934
|
DGS Capital Management
Jersey City,
New Jersey
|
$212K
|
+$201K
|
+427
|
New
|
|
|
1935
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$211K
|
+$201K
|
+426
|
New
|
|
|
1936
|
Cetera Trust Company
St. Paul,
Minnesota
|
$211K
|
–
|
–
|
–
|
|
|
1937
|
Exchange Bank
Santa Rosa,
California
|
$211K
|
+$201K
|
+426
|
New
|
|
|
1938
|
Ballast Inc
Lexington,
Kentucky
|
$211K
|
+$201K
|
+425
|
New
|
|
|
1939
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$211K
|
+$9.91K
|
+21
|
+5%
|
|
|
1940
|
Montag & Associates
Atlanta,
Georgia
|
$210K
|
–
|
–
|
–
|
|
|
1941
|
German American Bancorp
Jasper,
Indiana
|
$210K
|
-$23.6K
|
-50
|
-11%
|
|
|
1942
|
Bruce G. Allen Investments
Denver,
Colorado
|
$210K
|
-$17K
|
-36
|
-8%
|
|
|
1943
|
NFP Retirement Inc
Aliso Viejo,
California
|
$210K
|
+$200K
|
+424
|
New
|
|
|
1944
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$210K
|
+$200K
|
+423
|
New
|
|
|
1945
|
Vivaldi Capital Management
Chicago,
Illinois
|
$209K
|
+$199K
|
+422
|
New
|
|
|
1946
|
PAX Financial Group
San Antonio,
Texas
|
$209K
|
+$199K
|
+422
|
New
|
|
|
1947
|
Secure Asset Management
Troy,
Michigan
|
$209K
|
+$199K
|
+421
|
New
|
|
|
1948
|
TownSquare Capital
Provo,
Utah
|
$209K
|
+$199K
|
+421
|
New
|
|
|
1949
|
Werlinich Asset Management
Stamford,
Connecticut
|
$208K
|
–
|
–
|
–
|
|
|
1950
|
Paulson Wealth Management
Wheaton,
Illinois
|
$208K
|
+$198K
|
+420
|
New
|
|
