|
1926
|
Aspire Private Capital
Cornelius,
North Carolina
|
$456K
|
+$190K
|
+4,110
|
+69%
|
|
|
1927
|
Vivaldi Capital Management
Chicago,
Illinois
|
$454K
|
-$76.6K
|
-1,653
|
-14%
|
|
|
1928
|
First Citizens Financial Corp
Mason City,
Iowa
|
$454K
|
-$32.9K
|
-711
|
-7%
|
|
|
1929
|
Endurance Wealth Management
Providence,
Rhode Island
|
$454K
|
+$2.5K
|
+54
|
+0.5%
|
|
|
1930
|
Creative Financial Designs
Kokomo,
Indiana
|
$454K
|
+$98.2K
|
+2,121
|
+27%
|
|
|
1931
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$453K
|
+$56.7K
|
+1,224
|
+14%
|
|
|
1932
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$452K
|
–
|
–
|
–
|
|
|
1933
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$451K
|
+$36.7K
|
+792
|
+9%
|
|
|
1934
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$450K
|
-$69.5K
|
-1,500
|
-13%
|
|
|
1935
|
Matisse Capital
Portland,
Oregon
|
$450K
|
–
|
–
|
–
|
|
|
1936
|
Ironwood Financial
Tucson,
Arizona
|
$450K
|
+$111K
|
+2,406
|
+32%
|
|
|
1937
|
Capital Advantage
Walnut Creek,
California
|
$449K
|
+$181K
|
+3,897
|
+65%
|
|
|
1938
|
TFC Financial Management
Boston,
Massachusetts
|
$448K
|
+$27.8K
|
+600
|
+6%
|
|
|
1939
|
Prudent Man Advisors
Naperville,
Illinois
|
$447K
|
+$12.6K
|
+273
|
+3%
|
|
|
1940
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$445K
|
-$27.8K
|
-600
|
-6%
|
|
|
1941
|
Private Asset Management
San Diego,
California
|
$445K
|
+$95.6K
|
+2,064
|
+27%
|
|
|
1942
|
MCF Advisors
Covington,
Kentucky
|
$445K
|
+$117K
|
+2,535
|
+35%
|
|
|
1943
|
Resource Planning Group
Atlanta,
Georgia
|
$444K
|
–
|
–
|
–
|
|
|
1944
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$444K
|
+$44.2K
|
+954
|
+11%
|
|
|
1945
|
Corrigan Financial
Middletown,
Rhode Island
|
$442K
|
+$55.6K
|
+1,200
|
+14%
|
|
|
1946
|
RWA Wealth Partners
Newton,
Massachusetts
|
$442K
|
+$64.2K
|
+1,386
|
+17%
|
|
|
1947
|
United Bank (Virginia)
Vienna,
Virginia
|
$441K
|
+$26.4K
|
+570
|
+6%
|
|
|
1948
|
Quantbot Technologies
New York
|
$438K
|
-$317K
|
-6,837
|
-41%
|
|
|
1949
|
Lenox Wealth Advisors
New York
|
$438K
|
-$208K
|
-4,491
|
-32%
|
|
|
1950
|
55I LLC
Boston,
Massachusetts
|
$438K
|
+$212K
|
+4,584
|
+90%
|
|
