|
1926
|
Semus Wealth Partners
Boca Raton,
Florida
|
$404K
|
+$2.25K
|
+9
|
+0.6%
|
|
|
1927
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$403K
|
+$7.99K
|
+32
|
+2%
|
|
|
1928
|
Penn Davis McFarland
Dallas,
Texas
|
$403K
|
–
|
–
|
–
|
|
|
1929
|
Members Trust
Tampa,
Florida
|
$402K
|
–
|
–
|
–
|
|
|
1930
|
WealthSpring Partners
Long Beach,
California
|
$401K
|
-$4.99K
|
-20
|
-1%
|
|
|
1931
|
|
$399K
|
-$45.7K
|
-183
|
-11%
|
|
|
1932
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$399K
|
–
|
–
|
–
|
|
|
1933
|
Intelligence Driven Advisers
Carlsbad,
California
|
$396K
|
+$105K
|
+419
|
+39%
|
|
|
1934
|
Accredited Investors
Edina,
Minnesota
|
$395K
|
+$499
|
+2
|
+0.1%
|
|
|
1935
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$394K
|
+$12.7K
|
+51
|
+4%
|
|
|
1936
|
Cozad Asset Management
Champaign,
Illinois
|
$393K
|
–
|
–
|
–
|
|
|
1937
|
SSI Investment Management
Los Angeles,
California
|
$393K
|
-$4.99K
|
-20
|
-1%
|
|
|
1938
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$392K
|
+$12.2K
|
+49
|
+3%
|
|
|
1939
|
Baker Avenue Asset Management
San Francisco,
California
|
$392K
|
+$17.2K
|
+69
|
+5%
|
|
|
1940
|
Private Ocean
San Rafael,
California
|
$391K
|
-$73.1K
|
-293
|
-17%
|
|
|
1941
|
Financial Advisors Network
Tustin,
California
|
$390K
|
+$362K
|
+1,451
|
New
|
|
|
1942
|
CNB Bank
Clearfield,
Pennsylvania
|
$389K
|
-$46.2K
|
-185
|
-11%
|
|
|
1943
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$389K
|
-$2.25K
|
-9
|
-0.6%
|
|
|
1944
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$389K
|
–
|
–
|
–
|
|
|
1945
|
Charles Schwab Trust
Henderson,
Nevada
|
$388K
|
-$25K
|
-100
|
-6%
|
|
|
1946
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$388K
|
-$7.49K
|
-30
|
-2%
|
|
|
1947
|
Builder Investment Group
Atlanta,
Georgia
|
$387K
|
–
|
–
|
–
|
|
|
1948
|
Nadler Financial Group
Deerfield,
Illinois
|
$387K
|
+$1.5K
|
+6
|
+0.4%
|
|
|
1949
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$387K
|
–
|
–
|
–
|
|
|
1950
|
Townsend Asset Management
Raleigh,
North Carolina
|
$384K
|
+$5.49K
|
+22
|
+2%
|
|
