|
1926
|
Family Legacy Inc
Greenville,
South Carolina
|
$327K
|
+$312K
|
+1,106
|
New
|
|
|
1927
|
Bay Colony Advisors
Concord,
Massachusetts
|
$326K
|
+$15.8K
|
+56
|
+5%
|
|
|
1928
|
Solstein Capital
Menlo Park,
California
|
$326K
|
+$121K
|
+430
|
+64%
|
|
|
1929
|
Wallace Capital Management
Dallas,
Texas
|
$325K
|
–
|
–
|
–
|
|
|
1930
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$324K
|
-$294K
|
-1,043
|
-49%
|
|
|
1931
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$324K
|
+$46.8K
|
+166
|
+18%
|
|
|
1932
|
Pin Oak Investment Advisors
Houston,
Texas
|
$322K
|
–
|
–
|
–
|
|
|
1933
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$322K
|
+$11.3K
|
+40
|
+4%
|
|
|
1934
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$319K
|
–
|
–
|
–
|
|
|
1935
|
LifeSteps Financial
Claremont,
California
|
$319K
|
+$304K
|
+1,080
|
New
|
|
|
1936
|
Chicago Trust
Grayslake,
Illinois
|
$317K
|
-$14.1K
|
-50
|
-4%
|
|
|
1937
|
Avidian Wealth Enterprises
Houston,
Texas
|
$315K
|
+$9.87K
|
+35
|
+3%
|
|
|
1938
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$313K
|
–
|
–
|
–
|
|
|
1939
|
Voloridge Investment Management
Jupiter,
Florida
|
$310K
|
-$1.04M
|
-3,682
|
-78%
|
|
|
1940
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$308K
|
+$16.1K
|
+57
|
+6%
|
|
|
1941
|
Sonora Investment Management
Tucson,
Arizona
|
$306K
|
+$26.5K
|
+94
|
+10%
|
|
|
1942
|
FORA Capital
Miami,
Florida
|
$305K
|
+$291K
|
+1,031
|
New
|
|
|
1943
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$303K
|
–
|
–
|
–
|
|
|
1944
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$302K
|
-$107K
|
-381
|
-27%
|
|
|
1945
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$302K
|
+$258K
|
+916
|
New
|
|
|
1946
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$301K
|
-$159K
|
-565
|
-36%
|
|
|
1947
|
Aureus Asset Management
Boston,
Massachusetts
|
$299K
|
+$46.8K
|
+166
|
+20%
|
|
|
1948
|
Coho Partners
Berwyn,
Pennsylvania
|
$298K
|
-$47.1K
|
-167
|
-14%
|
|
|
1949
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$298K
|
-$2.82K
|
-10
|
-1%
|
|
|
1950
|
Employers Holdings
Reno,
Nevada
|
$297K
|
-$206K
|
-730
|
-42%
|
|
