|
1926
|
Acropolis Investment Management
St. Louis,
Missouri
|
$490K
|
-$21.8K
|
-208
|
-4%
|
|
|
1927
|
Park Edge Advisors
Cleveland,
Ohio
|
$490K
|
–
|
–
|
–
|
|
|
1928
|
GoalFusion Wealth Management
Austin,
Texas
|
$488K
|
+$233K
|
+2,221
|
+79%
|
|
|
1929
|
Nvest Financial
Portsmouth,
New Hampshire
|
$487K
|
-$38.1K
|
-363
|
-7%
|
|
|
1930
|
E.S. Barr & Co
Lexington,
Kentucky
|
$487K
|
-$15.1K
|
-144
|
-3%
|
|
|
1931
|
CRA Financial Services
Northfield,
New Jersey
|
$486K
|
+$160K
|
+1,523
|
+44%
|
|
|
1932
|
Keystone Wealth Services
Palm Desert,
California
|
$486K
|
-$61.7K
|
-587
|
-10%
|
|
|
1933
|
AXQ Capital
Jersey City,
New Jersey
|
$484K
|
+$525K
|
+5,000
|
New
|
|
|
1934
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$483K
|
-$22.1K
|
-210
|
-4%
|
|
|
1935
|
FAS Wealth Partners
Leawood,
Kansas
|
$483K
|
+$524K
|
+4,990
|
New
|
|
|
1936
|
Realta Investment Advisors
Wilmington,
Delaware
|
$483K
|
-$74.1K
|
-706
|
-14%
|
|
|
1937
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$483K
|
+$945
|
+9
|
+0.2%
|
|
|
1938
|
ProVise Management Group
Clearwater,
Florida
|
$481K
|
-$8.82K
|
-84
|
-2%
|
|
|
1939
|
MCF Advisors
Covington,
Kentucky
|
$480K
|
-$3.47K
|
-33
|
-0.7%
|
|
|
1940
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$479K
|
+$82.8K
|
+788
|
+19%
|
|
|
1941
|
Wealth Architects
Mountain View,
California
|
$478K
|
-$9.14K
|
-87
|
-2%
|
|
|
1942
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$477K
|
-$7.04K
|
-67
|
-1%
|
|
|
1943
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$476K
|
–
|
–
|
–
|
|
|
1944
|
GM Advisory Group
Melville,
New York
|
$475K
|
+$1.89K
|
+18
|
+0.4%
|
|
|
1945
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$475K
|
+$15K
|
+143
|
+3%
|
|
|
1946
|
City State Bank
Norwalk,
Iowa
|
$475K
|
–
|
–
|
–
|
|
|
1947
|
Silvia McColl Wealth Management
San Diego,
California
|
$474K
|
–
|
–
|
–
|
|
|
1948
|
Texas Capital Bancshares
Dallas,
Texas
|
$473K
|
+$210
|
+2
|
+0%
|
|
|
1949
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$473K
|
+$105
|
+1
|
+0%
|
|
|
1950
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$472K
|
+$4.62K
|
+44
|
+0.9%
|
|
