|
1926
|
|
$455K
|
-$7.65K
|
-75
|
-2%
|
|
|
1927
|
McLean Asset Management
Tysons,
Virginia
|
$455K
|
+$188K
|
+1,842
|
+64%
|
|
|
1928
|
Investment House LLC
Redondo Beach,
California
|
$454K
|
-$88.7K
|
-870
|
-16%
|
|
|
1929
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$454K
|
-$3.47K
|
-34
|
-0.7%
|
|
|
1930
|
Cozad Asset Management
Champaign,
Illinois
|
$454K
|
-$45.7K
|
-448
|
-9%
|
|
|
1931
|
First United Bank & Trust
Oakland,
Maryland
|
$453K
|
+$26K
|
+255
|
+6%
|
|
|
1932
|
Clarity Wealth Advisors
San Jose,
California
|
$452K
|
-$37.8K
|
-371
|
-7%
|
|
|
1933
|
Great Diamond Partners
Portland,
Maine
|
$451K
|
-$19.1K
|
-187
|
-4%
|
|
|
1934
|
American Financial Advisors
Marietta,
Georgia
|
$450K
|
-$29.1K
|
-285
|
-6%
|
|
|
1935
|
First Community Trust
Dubuque,
Iowa
|
$450K
|
-$42.7K
|
-419
|
-8%
|
|
|
1936
|
Strive Financial Group
Carmel,
Indiana
|
$449K
|
-$60.7K
|
-595
|
-11%
|
|
|
1937
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$448K
|
-$42.6K
|
-418
|
-8%
|
|
|
1938
|
Polymer Capital Management
New York
|
$448K
|
-$436K
|
-4,279
|
-48%
|
|
|
1939
|
Richard W. Paul & Associates
Novi,
Michigan
|
$448K
|
+$238K
|
+2,339
|
+101%
|
|
|
1940
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$447K
|
-$9.38K
|
-92
|
-2%
|
|
|
1941
|
|
$446K
|
-$714
|
-7
|
-0.2%
|
|
|
1942
|
PAX Financial Group
San Antonio,
Texas
|
$445K
|
-$8.87K
|
-87
|
-2%
|
|
|
1943
|
Edgewood Management
Greenwich,
Connecticut
|
$443K
|
–
|
–
|
–
|
|
|
1944
|
Harvey Investment Company
Louisville,
Kentucky
|
$443K
|
–
|
–
|
–
|
|
|
1945
|
|
$442K
|
–
|
–
|
–
|
|
|
1946
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$442K
|
+$34.9K
|
+342
|
+8%
|
|
|
1947
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$442K
|
+$29K
|
+284
|
+7%
|
|
|
1948
|
High Net Worth Advisory Group
Naples,
Florida
|
$441K
|
–
|
–
|
–
|
|
|
1949
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$441K
|
-$78.1K
|
-766
|
-14%
|
|
|
1950
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$441K
|
-$8.46K
|
-83
|
-2%
|
|
