|
1926
|
Monte Financial Group
Guilford,
Connecticut
|
$281K
|
–
|
–
|
–
|
|
|
1927
|
Magnus Financial Group
New York
|
$281K
|
+$273K
|
+751
|
New
|
|
|
1928
|
Fractal Investments
Glastonbury,
Connecticut
|
$280K
|
–
|
–
|
–
|
|
|
1929
|
Willow Creek Wealth Management
Sebastopol,
California
|
$280K
|
–
|
–
|
–
|
|
|
1930
|
West Branch Capital
Amherst,
Massachusetts
|
$279K
|
–
|
–
|
–
|
|
|
1931
|
Balentine LLC
Atlanta,
Georgia
|
$278K
|
+$61.8K
|
+170
|
+30%
|
|
|
1932
|
Weitzel Financial Services
Dubuque,
Iowa
|
$278K
|
–
|
–
|
–
|
|
|
1933
|
Uniting Wealth Partners
Mission,
Kansas
|
$277K
|
+$270K
|
+741
|
New
|
|
|
1934
|
Financial Council
Towson,
Maryland
|
$277K
|
-$9.09K
|
-25
|
-3%
|
|
|
1935
|
Sapient Capital
Indianapolis,
Indiana
|
$276K
|
+$2.91K
|
+8
|
+1%
|
|
|
1936
|
BankPlus Trust Department
Jackson,
Mississippi
|
$275K
|
-$4.37K
|
-12
|
-2%
|
|
|
1937
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$275K
|
+$12.7K
|
+35
|
+5%
|
|
|
1938
|
Central Valley Advisors
Sacramento,
California
|
$274K
|
-$364
|
-1
|
-0.1%
|
|
|
1939
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$273K
|
–
|
–
|
–
|
|
|
1940
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$273K
|
+$266K
|
+730
|
New
|
|
|
1941
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$272K
|
–
|
–
|
–
|
|
|
1942
|
Country Trust Bank
Bloomington,
Illinois
|
$272K
|
+$3.27K
|
+9
|
+1%
|
|
|
1943
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$272K
|
-$8.37K
|
-23
|
-3%
|
|
|
1944
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$272K
|
+$265K
|
+728
|
New
|
|
|
1945
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$272K
|
–
|
–
|
–
|
|
|
1946
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$271K
|
–
|
–
|
–
|
|
|
1947
|
Trust Company of Kansas
Wichita,
Kansas
|
$270K
|
–
|
–
|
–
|
|
|
1948
|
Fielder Capital Group
Nashville,
Tennessee
|
$270K
|
–
|
–
|
–
|
|
|
1949
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$269K
|
-$7.27K
|
-20
|
-3%
|
|
|
1950
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$269K
|
–
|
–
|
–
|
|
