|
1926
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$1.5M
|
-$1.33M
|
-8,480
|
-49%
|
|
|
1927
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.5M
|
+$8.92K
|
+57
|
+0.6%
|
|
|
1928
|
Mraz Amerine & Associates
Modesto,
California
|
$1.49M
|
+$200K
|
+1,279
|
+17%
|
|
|
1929
|
Register Financial Advisors
Atlanta,
Georgia
|
$1.49M
|
-$17.2K
|
-110
|
-1%
|
|
|
1930
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$1.49M
|
–
|
–
|
–
|
|
|
1931
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.48M
|
+$31.3K
|
+200
|
+2%
|
|
|
1932
|
ADG Wealth Management Group
Metairie,
Louisiana
|
$1.48M
|
-$35.1K
|
-224
|
-2%
|
|
|
1933
|
Leisure Capital Management
Costa Mesa,
California
|
$1.48M
|
+$210K
|
+1,342
|
+18%
|
|
|
1934
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.48M
|
+$470
|
+3
|
+0%
|
|
|
1935
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$1.48M
|
+$18.8K
|
+120
|
+1%
|
|
|
1936
|
Creekside Partners
Petaluma,
California
|
$1.47M
|
-$12.7K
|
-81
|
-0.9%
|
|
|
1937
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.47M
|
+$1.38M
|
+8,788
|
New
|
|
|
1938
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.47M
|
-$127K
|
-813
|
-8%
|
|
|
1939
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.46M
|
-$10.2K
|
-65
|
-0.7%
|
|
|
1940
|
Needham Investment Management
New York
|
$1.46M
|
-$39.1K
|
-250
|
-3%
|
|
|
1941
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.46M
|
-$15K
|
-96
|
-1%
|
|
|
1942
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.45M
|
-$153K
|
-980
|
-10%
|
|
|
1943
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.44M
|
–
|
–
|
–
|
|
|
1944
|
Centennial Bank
Conway,
Arkansas
|
$1.44M
|
-$137K
|
-874
|
-9%
|
|
|
1945
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1.44M
|
-$3.6K
|
-23
|
-0.3%
|
|
|
1946
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$1.44M
|
-$147K
|
-937
|
-10%
|
|
|
1947
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$1.43M
|
–
|
–
|
–
|
|
|
1948
|
River Street Advisors
Aurora,
Illinois
|
$1.43M
|
+$118K
|
+751
|
+10%
|
|
|
1949
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$1.43M
|
+$308K
|
+1,968
|
+30%
|
|
|
1950
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.43M
|
+$9.24K
|
+59
|
+0.7%
|
|
