|
1926
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$409K
|
-$45.6K
|
-1,814
|
-11%
|
|
|
1927
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$408K
|
+$5.61K
|
+223
|
+2%
|
|
|
1928
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$407K
|
-$669K
|
-26,586
|
-65%
|
|
|
1929
|
Satovsky Asset Management
New York
|
$407K
|
+$56.5K
|
+2,247
|
+18%
|
|
|
1930
|
Capula Management
Grand Cayman,
Cayman Islands
|
$407K
|
+$362K
|
+14,390
|
New
|
|
|
1931
|
Sweeney & Michel
Chico,
California
|
$407K
|
+$387K
|
+15,404
|
New
|
|
|
1932
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$406K
|
+$6.01K
|
+239
|
+2%
|
|
|
1933
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$404K
|
+$10.2K
|
+407
|
+3%
|
|
|
1934
|
Shum Financial Group
Alameda,
California
|
$404K
|
-$12.9K
|
-513
|
-3%
|
|
|
1935
|
D.J. St. Germain
Springfield,
Massachusetts
|
$404K
|
-$208K
|
-8,288
|
-37%
|
|
|
1936
|
Intellectus Partners
San Francisco,
California
|
$404K
|
-$8.95K
|
-356
|
-2%
|
|
|
1937
|
Bellwether Advisors
Lincoln,
Nebraska
|
$404K
|
–
|
–
|
–
|
|
|
1938
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$403K
|
-$75
|
-3
|
-0%
|
|
|
1939
|
First National Corp
Rockland,
Massachusetts
|
$402K
|
+$358K
|
+14,232
|
New
|
|
|
1940
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$402K
|
-$197K
|
-7,836
|
-36%
|
|
|
1941
|
Gitterman Wealth Management
Edison,
New Jersey
|
$402K
|
-$416K
|
-16,545
|
-54%
|
|
|
1942
|
ClearBridge Investments
New York
|
$400K
|
-$25
|
-1
|
-0%
|
|
|
1943
|
Jag Capital Management
St Louis,
Missouri
|
$400K
|
-$17.7K
|
-702
|
-5%
|
|
|
1944
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$399K
|
-$50.3K
|
-2,002
|
-12%
|
|
|
1945
|
Curat Global
Springfield,
New Hampshire
|
$398K
|
+$354K
|
+14,080
|
New
|
|
|
1946
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$398K
|
–
|
–
|
–
|
|
|
1947
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$398K
|
+$22K
|
+876
|
+7%
|
|
|
1948
|
Park Place Capital
Homewood,
Alabama
|
$398K
|
-$141K
|
-5,621
|
-29%
|
|
|
1949
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$397K
|
+$27.4K
|
+1,091
|
+8%
|
|
|
1950
|
Cypress Wealth Services
Palm Desert,
California
|
$397K
|
-$3.4K
|
-135
|
-1%
|
|
