|
1926
|
Rock Creek Group
Washington,
District of Columbia
|
$351K
|
-$25.6K
|
-41
|
-7%
|
|
|
1927
|
Indie Asset Partners
Carmel,
Indiana
|
$351K
|
–
|
–
|
–
|
|
|
1928
|
Summit Financial Group
Moorefield,
West Virginia
|
$350K
|
–
|
–
|
–
|
|
|
1929
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$350K
|
+$328K
|
+525
|
New
|
|
|
1930
|
Rock Point Advisors
Burlington,
Vermont
|
$348K
|
–
|
–
|
–
|
|
|
1931
|
Alpha Cubed Investments
Irvine,
California
|
$348K
|
+$8.74K
|
+14
|
+3%
|
|
|
1932
|
Formidable Asset Management
Cincinnati,
Ohio
|
$348K
|
+$78K
|
+125
|
+30%
|
|
|
1933
|
CFM Wealth Partners
Austin,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
1934
|
Ausdal Financial Partners
Davenport,
Iowa
|
$342K
|
-$13.1K
|
-21
|
-4%
|
|
|
1935
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$341K
|
-$31.2K
|
-50
|
-9%
|
|
|
1936
|
Harvey Investment Company
Louisville,
Kentucky
|
$341K
|
–
|
–
|
–
|
|
|
1937
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$339K
|
–
|
–
|
–
|
|
|
1938
|
Pegasus Partners
Mequon,
Wisconsin
|
$339K
|
+$15.6K
|
+25
|
+5%
|
|
|
1939
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$338K
|
-$6.78M
|
-10,852
|
-94%
|
|
|
1940
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$338K
|
+$8.74K
|
+14
|
+3%
|
|
|
1941
|
Strategic Blueprint
Atlanta,
Georgia
|
$337K
|
+$31.2K
|
+50
|
+11%
|
|
|
1942
|
Trellis Advisors
Ellensburg,
Washington
|
$336K
|
–
|
–
|
–
|
|
|
1943
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$335K
|
-$6.87K
|
-11
|
-2%
|
|
|
1944
|
|
$334K
|
-$6.24K
|
-10
|
-2%
|
|
|
1945
|
Covey Capital Advisors
Atlanta,
Georgia
|
$334K
|
–
|
–
|
–
|
|
|
1946
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$332K
|
–
|
–
|
–
|
|
|
1947
|
Private Asset Management
San Diego,
California
|
$330K
|
-$38.7K
|
-62
|
-11%
|
|
|
1948
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$330K
|
–
|
–
|
–
|
|
|
1949
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$330K
|
+$15K
|
+24
|
+5%
|
|
|
1950
|
Kelly Financial Services
Braintree,
Massachusetts
|
$329K
|
-$14.4K
|
-23
|
-4%
|
|
