|
1926
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$585K
|
–
|
–
|
–
|
|
|
1927
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$585K
|
–
|
–
|
–
|
|
|
1928
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$584K
|
–
|
–
|
–
|
|
|
1929
|
Towneley Capital Management
Laguna Hills,
California
|
$582K
|
-$6.82K
|
-84
|
-1%
|
|
|
1930
|
Vivaldi Capital Management
Chicago,
Illinois
|
$581K
|
+$22.4K
|
+276
|
+4%
|
|
|
1931
|
USA Financial Formulas
Ada,
Michigan
|
$581K
|
+$579K
|
+7,140
|
New
|
|
|
1932
|
Mosaic Financial Group
Chicago,
Illinois
|
$580K
|
-$61.4K
|
-756
|
-10%
|
|
|
1933
|
SilverOak Wealth Management
Edina,
Minnesota
|
$580K
|
+$15.6K
|
+192
|
+3%
|
|
|
1934
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$578K
|
+$253K
|
+3,114
|
+79%
|
|
|
1935
|
Westside Investment Management
Santa Monica,
California
|
$576K
|
-$4.87K
|
-60
|
-0.8%
|
|
|
1936
|
Wellington Group
Indianapolis,
Indiana
|
$574K
|
+$573K
|
+7,056
|
New
|
|
|
1937
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$573K
|
+$974
|
+12
|
+0.2%
|
|
|
1938
|
Inscription Capital
Houston,
Texas
|
$572K
|
-$13.6K
|
-168
|
-2%
|
|
|
1939
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$572K
|
-$75K
|
-924
|
-12%
|
|
|
1940
|
DGS Capital Management
Jersey City,
New Jersey
|
$571K
|
-$21.9K
|
-270
|
-4%
|
|
|
1941
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$571K
|
+$570K
|
+7,020
|
New
|
|
|
1942
|
Fairview Capital Investment Management
Greenbrae,
California
|
$569K
|
–
|
–
|
–
|
|
|
1943
|
Legacy Private Trust
Neenah,
Wisconsin
|
$568K
|
–
|
–
|
–
|
|
|
1944
|
Renaissance Technologies
New York
|
$566K
|
+$275K
|
+3,384
|
+95%
|
|
|
1945
|
Pachira Investments
Dana Point,
California
|
$565K
|
+$42.4K
|
+522
|
+8%
|
|
|
1946
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$563K
|
+$61.8K
|
+762
|
+12%
|
|
|
1947
|
Sharper & Granite
El Segundo,
California
|
$563K
|
–
|
–
|
–
|
|
|
1948
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$561K
|
-$202K
|
-2,490
|
-27%
|
|
|
1949
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$559K
|
+$558K
|
+6,876
|
New
|
|
|
1950
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$559K
|
-$35.5K
|
-438
|
-6%
|
|
