|
1926
|
Partners in Financial Planning
Salem,
Virginia
|
$208K
|
–
|
–
|
–
|
|
|
1927
|
CVA Family Office
Denver,
Colorado
|
$208K
|
+$10.2K
|
+112
|
+5%
|
|
|
1928
|
Axecap Investments
Mason,
Ohio
|
$207K
|
+$1.74K
|
+19
|
+0.8%
|
|
|
1929
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$207K
|
–
|
–
|
–
|
|
|
1930
|
Bank of Stockton
Stockton,
California
|
$207K
|
–
|
–
|
–
|
|
|
1931
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$206K
|
+$15.2K
|
+166
|
+8%
|
|
|
1932
|
Traveka Wealth
Los Altos,
California
|
$206K
|
-$19.1K
|
-209
|
-8%
|
|
|
1933
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$206K
|
+$6.39K
|
+70
|
+3%
|
|
|
1934
|
Oak Family Advisors
Chicago,
Illinois
|
$206K
|
–
|
–
|
–
|
|
|
1935
|
Vines Capital Management
Monroe,
Louisiana
|
$206K
|
+$215K
|
+2,359
|
New
|
|
|
1936
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$206K
|
–
|
–
|
–
|
|
|
1937
|
Holland Advisory Services
Ormond Beach,
Florida
|
$205K
|
+$16.9K
|
+185
|
+9%
|
|
|
1938
|
Wealth Architects
Mountain View,
California
|
$205K
|
–
|
–
|
–
|
|
|
1939
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$205K
|
+$214K
|
+2,346
|
New
|
|
|
1940
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$204K
|
+$8.67K
|
+95
|
+4%
|
|
|
1941
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$204K
|
–
|
–
|
–
|
|
|
1942
|
Steinberganna Wealth Management
Huntington,
New York
|
$203K
|
+$1.74K
|
+19
|
+0.8%
|
|
|
1943
|
Cottage Street Advisors
Marion,
Massachusetts
|
$203K
|
–
|
–
|
–
|
|
|
1944
|
Sonata Capital Group
Seattle,
Washington
|
$203K
|
–
|
–
|
–
|
|
|
1945
|
R.H. Investment Group
Scottsdale,
Arizona
|
$202K
|
–
|
–
|
–
|
|
|
1946
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$202K
|
+$211K
|
+2,311
|
New
|
|
|
1947
|
Magnetar Financial
Evanston,
Illinois
|
$201K
|
-$732K
|
-8,018
|
-78%
|
|
|
1948
|
DGS Capital Management
Jersey City,
New Jersey
|
$201K
|
+$211K
|
+2,309
|
New
|
|
|
1949
|
Parthenon LLC
Louisville,
Kentucky
|
$201K
|
–
|
–
|
–
|
|
|
1950
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$201K
|
-$21.4K
|
-234
|
-9%
|
|
