|
1926
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$299K
|
+$447
|
+8
|
+0.2%
|
|
|
1927
|
ProVise Management Group
Clearwater,
Florida
|
$299K
|
-$150K
|
-2,681
|
-34%
|
|
|
1928
|
Genesis Private Wealth
Ashburn,
Virginia
|
$298K
|
+$295K
|
+5,271
|
New
|
|
|
1929
|
Sand Hill Global Advisors
Palo Alto,
California
|
$298K
|
-$37.4K
|
-670
|
-11%
|
|
|
1930
|
PCG Asset Management
Gladstone,
New Jersey
|
$297K
|
+$293K
|
+5,250
|
New
|
|
|
1931
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$297K
|
-$16.4K
|
-294
|
-5%
|
|
|
1932
|
Diametric Capital
Boston,
Massachusetts
|
$296K
|
+$293K
|
+5,240
|
New
|
|
|
1933
|
Oxford Financial Group
Carmel,
Indiana
|
$296K
|
+$8.38K
|
+150
|
+3%
|
|
|
1934
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$295K
|
+$36K
|
+645
|
+14%
|
|
|
1935
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$295K
|
+$291K
|
+5,215
|
New
|
|
|
1936
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$295K
|
+$1.12K
|
+20
|
+0.4%
|
|
|
1937
|
Genesee Capital Advisors
Auburn,
New York
|
$294K
|
+$3.35K
|
+60
|
+1%
|
|
|
1938
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$294K
|
+$52.9K
|
+946
|
+22%
|
|
|
1939
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$294K
|
+$335
|
+6
|
+0.1%
|
|
|
1940
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$293K
|
+$47.4K
|
+848
|
+20%
|
|
|
1941
|
Quantum Financial Advisors
El Segundo,
California
|
$293K
|
+$290K
|
+5,183
|
New
|
|
|
1942
|
Adell Harriman & Carpenter
Houston,
Texas
|
$293K
|
–
|
–
|
–
|
|
|
1943
|
Lokken Investment Group
Lewes,
Delaware
|
$293K
|
+$3.69K
|
+66
|
+1%
|
|
|
1944
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$293K
|
-$62K
|
-1,110
|
-18%
|
|
|
1945
|
Caldwell Sutter Capital
Sausalito,
California
|
$291K
|
+$9.89K
|
+177
|
+4%
|
|
|
1946
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$291K
|
+$112
|
+2
|
+0%
|
|
|
1947
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$290K
|
-$8.66K
|
-155
|
-3%
|
|
|
1948
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$289K
|
-$3.35K
|
-60
|
-1%
|
|
|
1949
|
CWC Advisors
Lake Oswego,
Oregon
|
$288K
|
–
|
–
|
–
|
|
|
1950
|
Aureus Asset Management
Boston,
Massachusetts
|
$286K
|
+$9.28K
|
+166
|
+3%
|
|
