|
1926
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$235K
|
–
|
–
|
–
|
|
|
1927
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$234K
|
–
|
–
|
–
|
|
|
1928
|
Lafayette Investments
Ashton,
Maryland
|
$234K
|
+$1.5K
|
+15
|
+0.6%
|
|
|
1929
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$234K
|
–
|
–
|
–
|
|
|
1930
|
Red Lighthouse Investment Management
New York
|
$233K
|
–
|
–
|
–
|
|
|
1931
|
INVST
Indianapolis,
Indiana
|
$233K
|
+$240K
|
+2,398
|
New
|
|
|
1932
|
McLaughlin Asset Management
Danville,
Illinois
|
$233K
|
+$9.11K
|
+91
|
+4%
|
|
|
1933
|
William Mack & Associates
Troy,
Michigan
|
$232K
|
-$3K
|
-30
|
-1%
|
|
|
1934
|
Northland Securities
Minneapolis,
Minnesota
|
$231K
|
+$1K
|
+10
|
+0.4%
|
|
|
1935
|
Clark Estates Inc
New York
|
$230K
|
–
|
–
|
–
|
|
|
1936
|
MontVue Capital Management
Lynchburg,
Virginia
|
$230K
|
–
|
–
|
–
|
|
|
1937
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$229K
|
+$236K
|
+2,356
|
New
|
|
|
1938
|
Delos Wealth Advisors
Dallas,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
1939
|
Perennial Advisors
New York
|
$229K
|
+$2K
|
+20
|
+0.9%
|
|
|
1940
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$228K
|
-$5K
|
-50
|
-2%
|
|
|
1941
|
IRON Financial
Northbrook,
Illinois
|
$228K
|
-$12.9K
|
-129
|
-5%
|
|
|
1942
|
PDS Planning
Dublin,
Ohio
|
$227K
|
+$1.9K
|
+19
|
+0.8%
|
|
|
1943
|
Mission Creek Capital Partners
San Francisco,
California
|
$227K
|
+$234K
|
+2,335
|
New
|
|
|
1944
|
CRA Financial Services
Northfield,
New Jersey
|
$226K
|
-$25.7K
|
-257
|
-10%
|
|
|
1945
|
Bingham Private Wealth
San Francisco,
California
|
$226K
|
+$17.8K
|
+178
|
+8%
|
|
|
1946
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$225K
|
-$144K
|
-1,438
|
-38%
|
|
|
1947
|
Readystate Asset Management
Chicago,
Illinois
|
$225K
|
+$232K
|
+2,314
|
New
|
|
|
1948
|
Parthenon LLC
Louisville,
Kentucky
|
$225K
|
–
|
–
|
–
|
|
|
1949
|
Calton & Associates
Tampa,
Florida
|
$224K
|
-$209K
|
-2,093
|
-48%
|
|
|
1950
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$223K
|
+$229K
|
+2,293
|
New
|
|
