|
1926
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$526K
|
+$496K
|
+4,787
|
New
|
|
|
1927
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$525K
|
+$5.9K
|
+57
|
+1%
|
|
|
1928
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$525K
|
–
|
–
|
–
|
|
|
1929
|
Samalin Investment Counsel
Chappaqua,
New York
|
$522K
|
+$414
|
+4
|
+0.1%
|
|
|
1930
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$521K
|
-$49.6K
|
-479
|
-9%
|
|
|
1931
|
Insight Advisors
Newtown,
Pennsylvania
|
$521K
|
-$311
|
-3
|
-0.1%
|
|
|
1932
|
Texas Capital Bancshares
Dallas,
Texas
|
$520K
|
+$18.9K
|
+183
|
+4%
|
|
|
1933
|
Copperwynd Financial
Scottsdale,
Arizona
|
$520K
|
-$59.5K
|
-575
|
-11%
|
|
|
1934
|
Regatta Capital Group
El Segundo,
California
|
$519K
|
-$104
|
-1
|
-0%
|
|
|
1935
|
Greatmark Investment Partners
Columbus,
Georgia
|
$518K
|
–
|
–
|
–
|
|
|
1936
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$517K
|
–
|
–
|
–
|
|
|
1937
|
Lantz Financial
Naperville,
Illinois
|
$516K
|
+$17.2K
|
+166
|
+4%
|
|
|
1938
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$516K
|
+$487K
|
+4,701
|
New
|
|
|
1939
|
Covenant Asset Management
Chester,
New Jersey
|
$514K
|
–
|
–
|
–
|
|
|
1940
|
Smith Anglin Financial
Dallas,
Texas
|
$513K
|
+$1.14K
|
+11
|
+0.2%
|
|
|
1941
|
FAS Wealth Partners
Leawood,
Kansas
|
$511K
|
-$5.9K
|
-57
|
-1%
|
|
|
1942
|
Clifford Group
Wayland,
Massachusetts
|
$511K
|
+$482K
|
+4,652
|
New
|
|
|
1943
|
Virtue Capital Management
Brentwood,
Tennessee
|
$510K
|
+$481K
|
+4,646
|
New
|
|
|
1944
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$510K
|
-$23.3K
|
-225
|
-5%
|
|
|
1945
|
Essex Savings Bank
Essex,
Connecticut
|
$510K
|
-$29.7K
|
-287
|
-6%
|
|
|
1946
|
Nvest Financial
Portsmouth,
New Hampshire
|
$509K
|
+$22.4K
|
+216
|
+5%
|
|
|
1947
|
Column Capital Advisors
Indianapolis,
Indiana
|
$509K
|
-$45.5K
|
-439
|
-9%
|
|
|
1948
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$509K
|
-$174K
|
-1,685
|
-27%
|
|
|
1949
|
Westover Capital Advisors
Wilmington,
Delaware
|
$509K
|
-$467K
|
-4,512
|
-49%
|
|
|
1950
|
Circle Wealth Management
Summit,
New Jersey
|
$508K
|
-$6.73K
|
-65
|
-1%
|
|
