|
1926
|
Tradewinds LLC
Raleigh,
North Carolina
|
$1.19M
|
-$27.6K
|
-372
|
-2%
|
|
|
1927
|
Natural Investments
Windsor,
California
|
$1.19M
|
+$17K
|
+229
|
+2%
|
|
|
1928
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$1.18M
|
+$1.06M
|
+14,243
|
New
|
|
|
1929
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.18M
|
+$67.2K
|
+906
|
+6%
|
|
|
1930
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.18M
|
+$9.87K
|
+133
|
+0.8%
|
|
|
1931
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.18M
|
-$80.1K
|
-1,079
|
-7%
|
|
|
1932
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$1.18M
|
-$52.1K
|
-702
|
-4%
|
|
|
1933
|
Chilton Capital Management
Houston,
Texas
|
$1.18M
|
-$71.5K
|
-963
|
-6%
|
|
|
1934
|
|
$1.18M
|
-$19.3K
|
-260
|
-2%
|
|
|
1935
|
Tannin Capital
Charlotte,
North Carolina
|
$1.18M
|
+$1.13M
|
+15,292
|
New
|
|
|
1936
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.18M
|
+$113K
|
+1,524
|
+11%
|
|
|
1937
|
Klingman & Associates
New York
|
$1.18M
|
+$68.4K
|
+922
|
+6%
|
|
|
1938
|
Delta Asset Management
Memphis,
Tennessee
|
$1.17M
|
-$6.68K
|
-90
|
-0.6%
|
|
|
1939
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$1.17M
|
-$3.64K
|
-49
|
-0.3%
|
|
|
1940
|
Mendel Money Management
Northbrook,
Illinois
|
$1.17M
|
-$30.4K
|
-410
|
-3%
|
|
|
1941
|
Auxano Advisors
Bellevue,
Washington
|
$1.17M
|
-$14.9K
|
-201
|
-1%
|
|
|
1942
|
Allen Investment Management
New York
|
$1.17M
|
+$1.12M
|
+15,142
|
New
|
|
|
1943
|
Athena Wealth Management
Reno,
Nevada
|
$1.17M
|
+$1.12M
|
+15,141
|
New
|
|
|
1944
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.17M
|
–
|
–
|
–
|
|
|
1945
|
Soltis Investment Advisors
St. George,
Utah
|
$1.16M
|
+$26K
|
+350
|
+2%
|
|
|
1946
|
Legacy Trust
Grand Rapids,
Michigan
|
$1.16M
|
+$92.8K
|
+1,250
|
+9%
|
|
|
1947
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.16M
|
+$31.2K
|
+421
|
+3%
|
|
|
1948
|
Dearborn Partners
Chicago,
Illinois
|
$1.16M
|
-$115K
|
-1,547
|
-9%
|
|
|
1949
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$1.16M
|
–
|
–
|
–
|
|
|
1950
|
|
$1.16M
|
-$688K
|
-9,271
|
-38%
|
|
