|
1926
|
Markel Group
Glen Allen,
Virginia
|
$429K
|
–
|
–
|
–
|
|
|
1927
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$429K
|
+$11.2K
|
+54
|
+3%
|
|
|
1928
|
Golden State Equity Partners
South Coast Metro,
California
|
$429K
|
+$380K
|
+1,836
|
New
|
|
|
1929
|
|
$428K
|
-$51K
|
-246
|
-12%
|
|
|
1930
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$428K
|
-$2.49K
|
-12
|
-0.7%
|
|
|
1931
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$426K
|
-$42.5K
|
-205
|
-10%
|
|
|
1932
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$423K
|
+$14.9K
|
+72
|
+4%
|
|
|
1933
|
Retirement Capital Strategies
San Jose,
California
|
$422K
|
–
|
–
|
–
|
|
|
1934
|
Meridian Wealth Advisors
Austin,
Texas
|
$422K
|
+$28.6K
|
+138
|
+8%
|
|
|
1935
|
Gray Wealth Management
Bangor,
Maine
|
$422K
|
+$49.1K
|
+237
|
+15%
|
|
|
1936
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$422K
|
+$373K
|
+1,800
|
New
|
|
|
1937
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$421K
|
+$29.6K
|
+143
|
+9%
|
|
|
1938
|
Maven Securities
St Helier,
Jersey
|
$420K
|
-$3.98M
|
-19,231
|
-91%
|
|
|
1939
|
Grimes & Company
Westborough,
Massachusetts
|
$420K
|
+$20.7K
|
+100
|
+6%
|
|
|
1940
|
Security Asset Management
New York
|
$419K
|
+$371K
|
+1,790
|
New
|
|
|
1941
|
Roosevelt Investment Group
New York
|
$418K
|
+$90.1K
|
+435
|
+32%
|
|
|
1942
|
Doheny Asset Management
Los Angeles,
California
|
$418K
|
+$154K
|
+745
|
+72%
|
|
|
1943
|
Level Four Financial
Dallas,
Texas
|
$417K
|
+$369K
|
+1,779
|
New
|
|
|
1944
|
AssetMark Inc
Concord,
California
|
$416K
|
-$22.4K
|
-108
|
-6%
|
|
|
1945
|
Ascent Wealth Partners
New Hartford,
New York
|
$416K
|
+$48.1K
|
+232
|
+15%
|
|
|
1946
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$415K
|
–
|
–
|
–
|
|
|
1947
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$414K
|
+$11.2K
|
+54
|
+3%
|
|
|
1948
|
PDS Planning
Dublin,
Ohio
|
$414K
|
+$51.4K
|
+248
|
+16%
|
|
|
1949
|
Country Club Trust
Kansas City,
Missouri
|
$414K
|
+$371K
|
+1,790
|
New
|
|
|
1950
|
Henshaw Capital
Woburn,
Massachusetts
|
$413K
|
+$74K
|
+357
|
+25%
|
|
