|
1926
|
CVA Family Office
Denver,
Colorado
|
$1.25M
|
-$59.4K
|
-399
|
-4%
|
|
|
1927
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$1.25M
|
–
|
–
|
–
|
|
|
1928
|
Oxford Wealth Group
Orlando,
Florida
|
$1.24M
|
-$229K
|
-1,537
|
-15%
|
|
|
1929
|
Verity Asset Management
Durham,
North Carolina
|
$1.24M
|
-$61K
|
-410
|
-5%
|
|
|
1930
|
Ransom Advisory
Providence,
Rhode Island
|
$1.23M
|
+$92.3K
|
+620
|
+8%
|
|
|
1931
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.23M
|
+$22.2K
|
+149
|
+2%
|
|
|
1932
|
Pacific Sage Partners
Edmonds,
Washington
|
$1.22M
|
-$44.7K
|
-300
|
-3%
|
|
|
1933
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$1.22M
|
+$29.2K
|
+196
|
+2%
|
|
|
1934
|
LCM Capital Management
Chicago,
Illinois
|
$1.22M
|
+$149
|
+1
|
+0%
|
|
|
1935
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.22M
|
-$31.3K
|
-210
|
-2%
|
|
|
1936
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.22M
|
-$56.1K
|
-377
|
-4%
|
|
|
1937
|
Leo Wealth LLC
Hurst,
Texas
|
$1.21M
|
+$202K
|
+1,354
|
+20%
|
|
|
1938
|
Wallace Capital Management
Dallas,
Texas
|
$1.21M
|
+$9.68K
|
+65
|
+0.8%
|
|
|
1939
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.21M
|
+$12.2K
|
+82
|
+1%
|
|
|
1940
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.21M
|
-$49.3K
|
-331
|
-4%
|
|
|
1941
|
Matrix Trust Company
Denver,
Colorado
|
$1.21M
|
-$45.2K
|
-304
|
-4%
|
|
|
1942
|
Semanteon Capital Management
Newton,
Massachusetts
|
$1.21M
|
+$1.22M
|
+8,201
|
New
|
|
|
1943
|
Prudent Man Advisors
Naperville,
Illinois
|
$1.21M
|
-$26.2K
|
-176
|
-2%
|
|
|
1944
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$1.21M
|
+$65.6K
|
+441
|
+6%
|
|
|
1945
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.21M
|
-$30.4K
|
-204
|
-2%
|
|
|
1946
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$1.21M
|
-$57.9K
|
-389
|
-5%
|
|
|
1947
|
West Branch Capital
Amherst,
Massachusetts
|
$1.2M
|
+$123K
|
+827
|
+11%
|
|
|
1948
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$1.2M
|
+$112K
|
+755
|
+10%
|
|
|
1949
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.2M
|
+$558K
|
+3,752
|
+86%
|
|
|
1950
|
Apexium Financial
Dallas,
Texas
|
$1.2M
|
+$122K
|
+819
|
+11%
|
|
