|
1926
|
MGO One Seven
Beachwood,
Ohio
|
$452K
|
+$442K
|
+4,916
|
New
|
|
|
1927
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$452K
|
+$449K
|
+4,991
|
New
|
|
|
1928
|
Charter Research & Investment Group
Southport,
Connecticut
|
$450K
|
+$440K
|
+4,893
|
New
|
|
|
1929
|
Aspiriant LLC
Los Angeles,
California
|
$448K
|
-$6.11M
|
-67,938
|
-93%
|
|
|
1930
|
Horizon Kinetics
New York
|
$448K
|
–
|
–
|
–
|
|
|
1931
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$448K
|
+$20.6K
|
+229
|
+5%
|
|
|
1932
|
Redmond Asset Management
Henrico,
Virginia
|
$447K
|
+$26.8K
|
+298
|
+7%
|
|
|
1933
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$445K
|
+$436K
|
+4,846
|
New
|
|
|
1934
|
Aureus Asset Management
Boston,
Massachusetts
|
$443K
|
–
|
–
|
–
|
|
|
1935
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$441K
|
–
|
–
|
–
|
|
|
1936
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$441K
|
+$432K
|
+4,807
|
New
|
|
|
1937
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$439K
|
-$34.9K
|
-388
|
-8%
|
|
|
1938
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$438K
|
-$34.2K
|
-380
|
-7%
|
|
|
1939
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$438K
|
+$429K
|
+4,771
|
New
|
|
|
1940
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$432K
|
-$552K
|
-6,140
|
-57%
|
|
|
1941
|
Spirit of America Management Corp
Syosset,
New York
|
$432K
|
–
|
–
|
–
|
|
|
1942
|
Epstein & White Financial
San Diego,
California
|
$432K
|
+$447K
|
+4,967
|
New
|
|
|
1943
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$431K
|
-$19.1K
|
-212
|
-4%
|
|
|
1944
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$431K
|
–
|
–
|
–
|
|
|
1945
|
FinTrust Investment Advisory Services
Greenville,
South Carolina
|
$427K
|
+$16.4K
|
+182
|
+4%
|
|
|
1946
|
BOK Financial Private Wealth
Denver,
Colorado
|
$422K
|
-$45K
|
-500
|
-10%
|
|
|
1947
|
Group One Trading
Chicago,
Illinois
|
$422K
|
+$413K
|
+4,593
|
New
|
|
|
1948
|
Mraz Amerine & Associates
Modesto,
California
|
$421K
|
+$55.8K
|
+620
|
+16%
|
|
|
1949
|
Garner Asset Management Corp
Plano,
Texas
|
$420K
|
-$1.44K
|
-16
|
-0.3%
|
|
|
1950
|
Meridian Investment Counsel
Lafayette,
California
|
$418K
|
-$7.38K
|
-82
|
-2%
|
|
