|
1926
|
Jacobs & Co
San Francisco,
California
|
$242K
|
-$28.1K
|
-80
|
-10%
|
|
|
1927
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$242K
|
+$5.26K
|
+15
|
+2%
|
|
|
1928
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$241K
|
–
|
–
|
–
|
|
|
1929
|
Trust Company of Kansas
Wichita,
Kansas
|
$240K
|
-$351
|
-1
|
-0.1%
|
|
|
1930
|
Aprio Wealth Management
Atlanta,
Georgia
|
$239K
|
+$13.7K
|
+39
|
+6%
|
|
|
1931
|
Country Trust Bank
Bloomington,
Illinois
|
$239K
|
–
|
–
|
–
|
|
|
1932
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$239K
|
-$73.7K
|
-210
|
-23%
|
|
|
1933
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$238K
|
-$169K
|
-482
|
-40%
|
|
|
1934
|
First United Bank & Trust
Oakland,
Maryland
|
$238K
|
–
|
–
|
–
|
|
|
1935
|
Capital Performance Advisors
Walnut Creek,
California
|
$238K
|
+$44.6K
|
+127
|
+22%
|
|
|
1936
|
Ironwood Investment Management
Boston,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
1937
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$237K
|
+$6.32K
|
+18
|
+3%
|
|
|
1938
|
Fox Run Management
Greenwich,
Connecticut
|
$237K
|
-$408K
|
-1,162
|
-62%
|
|
|
1939
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$237K
|
+$3.16K
|
+9
|
+1%
|
|
|
1940
|
Willow Creek Wealth Management
Sebastopol,
California
|
$236K
|
–
|
–
|
–
|
|
|
1941
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$234K
|
+$248K
|
+706
|
New
|
|
|
1942
|
|
$234K
|
-$89.5K
|
-255
|
-27%
|
|
|
1943
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$234K
|
–
|
–
|
–
|
|
|
1944
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$233K
|
–
|
–
|
–
|
|
|
1945
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$233K
|
-$3.16K
|
-9
|
-1%
|
|
|
1946
|
Dynamic Technology Lab
Singapore
|
$233K
|
+$246K
|
+702
|
New
|
|
|
1947
|
First Foundation Advisors
Irvine,
California
|
$232K
|
–
|
–
|
–
|
|
|
1948
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$232K
|
+$351
|
+1
|
+0.1%
|
|
|
1949
|
GHP Investment Advisors
Denver,
Colorado
|
$230K
|
–
|
–
|
–
|
|
|
1950
|
Bosman Wealth Management
Redlands,
California
|
$230K
|
+$244K
|
+694
|
New
|
|
