|
1926
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$376K
|
–
|
–
|
–
|
|
|
1927
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$375K
|
-$30.5K
|
-50
|
-8%
|
|
|
1928
|
Hohimer Wealth Management
Seattle,
Washington
|
$375K
|
+$31.7K
|
+52
|
+10%
|
|
|
1929
|
Dover Advisors
Richmond,
Virginia
|
$374K
|
-$1.22K
|
-2
|
-0.3%
|
|
|
1930
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$374K
|
+$56.6K
|
+93
|
+19%
|
|
|
1931
|
Central Valley Advisors
Sacramento,
California
|
$374K
|
–
|
–
|
–
|
|
|
1932
|
|
$374K
|
–
|
–
|
–
|
|
|
1933
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$373K
|
–
|
–
|
–
|
|
|
1934
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$372K
|
+$108K
|
+177
|
+45%
|
|
|
1935
|
CRA Financial Services
Northfield,
New Jersey
|
$372K
|
+$14.6K
|
+24
|
+4%
|
|
|
1936
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$372K
|
+$6.09K
|
+10
|
+2%
|
|
|
1937
|
Auxier Asset Management
Aurora,
Oregon
|
$372K
|
–
|
–
|
–
|
|
|
1938
|
Cantor Fitzgerald Investment Advisors
New York
|
$372K
|
–
|
–
|
–
|
|
|
1939
|
Lazari Capital Management
Woodland Hills,
California
|
$371K
|
+$13.4K
|
+22
|
+4%
|
|
|
1940
|
First American Trust
Santa Ana,
California
|
$371K
|
+$47.5K
|
+78
|
+16%
|
|
|
1941
|
Horizon Wealth Management
La Grange,
Illinois
|
$370K
|
+$345K
|
+566
|
New
|
|
|
1942
|
Alpha Family Trust
Los Angeles,
California
|
$370K
|
–
|
–
|
–
|
|
|
1943
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$369K
|
-$677K
|
-1,111
|
-66%
|
|
|
1944
|
Donaldson Capital Management
Evansville,
Indiana
|
$369K
|
+$1.83K
|
+3
|
+0.5%
|
|
|
1945
|
Indivisible Partners
Clearwater,
Florida
|
$369K
|
+$344K
|
+564
|
New
|
|
|
1946
|
Adams Wealth Management
Logan,
Utah
|
$368K
|
–
|
–
|
–
|
|
|
1947
|
CacheTech Inc
Logan,
Utah
|
$368K
|
–
|
–
|
–
|
|
|
1948
|
Momentum Wealth Planning
Estero,
Florida
|
$368K
|
+$343K
|
+563
|
New
|
|
|
1949
|
Southern Financial Group
Birmingham,
Alabama
|
$368K
|
+$342K
|
+562
|
New
|
|
|
1950
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$365K
|
+$9.14K
|
+15
|
+3%
|
|
