|
1926
|
Gleason Group
Prospect,
Kentucky
|
$527K
|
-$4.18K
|
-49
|
-0.7%
|
|
|
1927
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$526K
|
-$27.7K
|
-324
|
-5%
|
|
|
1928
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$525K
|
-$2.92M
|
-34,207
|
-84%
|
|
|
1929
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$524K
|
-$21.9K
|
-257
|
-4%
|
|
|
1930
|
Landaas & Company
Milwaukee,
Wisconsin
|
$523K
|
-$65.6K
|
-768
|
-11%
|
|
|
1931
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$521K
|
+$9.22K
|
+108
|
+2%
|
|
|
1932
|
Berkeley Capital Partners
Milton,
Georgia
|
$520K
|
+$7K
|
+82
|
+1%
|
|
|
1933
|
Eagle Capital Management (New York)
New York
|
$518K
|
-$104K
|
-1,222
|
-16%
|
|
|
1934
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$518K
|
–
|
–
|
–
|
|
|
1935
|
Community Trust & Investment
Versailles,
Kentucky
|
$516K
|
-$14.2M
|
-165,845
|
-96%
|
|
|
1936
|
Vident Advisory
Alpharetta,
Georgia
|
$516K
|
+$544K
|
+6,368
|
New
|
|
|
1937
|
Fidelis Capital Partners
Tampa,
Florida
|
$516K
|
-$64.5K
|
-755
|
-11%
|
|
|
1938
|
Legacy Bridge
West Des Moines,
Iowa
|
$514K
|
-$21.4K
|
-250
|
-4%
|
|
|
1939
|
Avity Investment Management
Greenwich,
Connecticut
|
$513K
|
-$57K
|
-667
|
-10%
|
|
|
1940
|
Patten Group
Chattanooga,
Tennessee
|
$512K
|
-$53.3K
|
-624
|
-9%
|
|
|
1941
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$510K
|
-$22.6K
|
-265
|
-4%
|
|
|
1942
|
Investment House LLC
Redondo Beach,
California
|
$509K
|
-$6.06M
|
-70,998
|
-92%
|
|
|
1943
|
|
$508K
|
+$535K
|
+6,265
|
New
|
|
|
1944
|
Bray Capital Advisors
Naples,
Florida
|
$507K
|
-$12.8K
|
-150
|
-2%
|
|
|
1945
|
AlphaCore Capital
La Jolla,
California
|
$506K
|
+$61.5K
|
+720
|
+13%
|
|
|
1946
|
Sabal Trust
St. Petersburg,
Florida
|
$505K
|
-$17K
|
-199
|
-3%
|
|
|
1947
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$504K
|
-$407K
|
-4,769
|
-43%
|
|
|
1948
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$503K
|
-$85
|
-1
|
-0%
|
|
|
1949
|
Virtue Capital Management
Brentwood,
Tennessee
|
$500K
|
–
|
–
|
–
|
|
|
1950
|
Opal Wealth Advisors
Jericho,
New York
|
$500K
|
+$219K
|
+2,559
|
+71%
|
|
