|
1926
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.28M
|
+$64.9K
|
+231
|
+5%
|
|
|
1927
|
SFE Investment Counsel
Los Angeles,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
1928
|
Magnus Financial Group
New York
|
$1.27M
|
-$119K
|
-425
|
-8%
|
|
|
1929
|
Versant Capital Management
Phoenix,
Arizona
|
$1.27M
|
-$5.34K
|
-19
|
-0.4%
|
|
|
1930
|
LVM Capital Management
Portage,
Michigan
|
$1.27M
|
+$5.62K
|
+20
|
+0.4%
|
|
|
1931
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.27M
|
+$105K
|
+373
|
+9%
|
|
|
1932
|
Hoertkorn Richard Charles
|
$1.27M
|
–
|
–
|
–
|
|
|
1933
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.27M
|
+$14K
|
+50
|
+1%
|
|
|
1934
|
Resources Management Corp
West Hartford,
Connecticut
|
$1.26M
|
-$29.5K
|
-105
|
-2%
|
|
|
1935
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.26M
|
+$9.83K
|
+35
|
+0.8%
|
|
|
1936
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.25M
|
-$18.8K
|
-67
|
-1%
|
|
|
1937
|
McLean Asset Management
Tysons,
Virginia
|
$1.25M
|
-$8.43K
|
-30
|
-0.7%
|
|
|
1938
|
Occidental Asset Management
Burlingame,
California
|
$1.25M
|
-$12.6K
|
-45
|
-1%
|
|
|
1939
|
Monetary Management Group
St Louis,
Missouri
|
$1.24M
|
+$14K
|
+50
|
+1%
|
|
|
1940
|
Prosperity Planning
Kansas City,
Missouri
|
$1.24M
|
-$562
|
-2
|
-0%
|
|
|
1941
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.24M
|
–
|
–
|
–
|
|
|
1942
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.24M
|
-$5.06K
|
-18
|
-0.4%
|
|
|
1943
|
Axiom Financial Strategies
New Albany,
Indiana
|
$1.24M
|
–
|
–
|
–
|
|
|
1944
|
Edgewood Management
Greenwich,
Connecticut
|
$1.24M
|
–
|
–
|
–
|
|
|
1945
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.24M
|
+$2.81K
|
+10
|
+0.2%
|
|
|
1946
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.23M
|
–
|
–
|
–
|
|
|
1947
|
Rice Hall James & Associates
San Diego,
California
|
$1.22M
|
-$56.2K
|
-200
|
-4%
|
|
|
1948
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$1.22M
|
-$36.5K
|
-130
|
-3%
|
|
|
1949
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.22M
|
+$562
|
+2
|
+0%
|
|
|
1950
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.22M
|
+$239K
|
+852
|
+24%
|
|
