|
1926
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$1.43M
|
-$4.65K
|
-30
|
-0.3%
|
|
|
1927
|
Core Wealth Partners
Santa Rosa,
California
|
$1.42M
|
+$38.9K
|
+251
|
+3%
|
|
|
1928
|
Covenant Partners
Nashville,
Tennessee
|
$1.42M
|
+$264K
|
+1,704
|
+23%
|
|
|
1929
|
GoalVest Advisory
New York
|
$1.42M
|
+$121K
|
+779
|
+9%
|
|
|
1930
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.42M
|
-$53.1K
|
-343
|
-4%
|
|
|
1931
|
Madrona Financial Services
Everett,
Washington
|
$1.41M
|
+$11.6K
|
+75
|
+0.8%
|
|
|
1932
|
Cetera Trust Company
St. Paul,
Minnesota
|
$1.41M
|
–
|
–
|
–
|
|
|
1933
|
River Street Advisors
Aurora,
Illinois
|
$1.41M
|
+$33K
|
+213
|
+2%
|
|
|
1934
|
Mraz Amerine & Associates
Modesto,
California
|
$1.41M
|
–
|
–
|
–
|
|
|
1935
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$1.4M
|
+$103K
|
+662
|
+8%
|
|
|
1936
|
HORAN Wealth
Cincinnati,
Ohio
|
$1.4M
|
+$715K
|
+4,616
|
+105%
|
|
|
1937
|
Iams Wealth Management
Omaha,
Nebraska
|
$1.4M
|
+$138K
|
+893
|
+11%
|
|
|
1938
|
Adalta Capital Management
New York
|
$1.39M
|
-$15.5K
|
-100
|
-1%
|
|
|
1939
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$1.39M
|
–
|
–
|
–
|
|
|
1940
|
TigerOak Management
Albuquerque,
New Mexico
|
$1.39M
|
+$34.1K
|
+220
|
+3%
|
|
|
1941
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$1.39M
|
-$310
|
-2
|
-0%
|
|
|
1942
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.39M
|
+$179K
|
+1,156
|
+15%
|
|
|
1943
|
Novem Group
Rochester,
New York
|
$1.38M
|
+$1.04M
|
+6,743
|
+314%
|
|
|
1944
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.38M
|
+$247K
|
+1,595
|
+22%
|
|
|
1945
|
Leisure Capital Management
Costa Mesa,
California
|
$1.38M
|
-$3.1K
|
-20
|
-0.2%
|
|
|
1946
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.38M
|
-$185K
|
-1,196
|
-12%
|
|
|
1947
|
ADG Wealth Management Group
Metairie,
Louisiana
|
$1.37M
|
–
|
–
|
–
|
|
|
1948
|
BOS Asset Management
Springfield,
Illinois
|
$1.37M
|
-$2.01K
|
-13
|
-0.1%
|
|
|
1949
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.37M
|
+$49.9K
|
+322
|
+4%
|
|
|
1950
|
Advisory Research
Chicago,
Illinois
|
$1.37M
|
-$58.1K
|
-375
|
-4%
|
|
