|
1926
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$1.29M
|
-$224K
|
-697
|
-14%
|
|
|
1927
|
Waycross Investment Management
Bellingham,
Washington
|
$1.29M
|
-$17K
|
-53
|
-1%
|
|
|
1928
|
Cox Capital Management
Andover,
Massachusetts
|
$1.29M
|
+$61.7K
|
+192
|
+5%
|
|
|
1929
|
Wiser Wealth Management
Marietta,
Georgia
|
$1.28M
|
+$7.4K
|
+23
|
+0.5%
|
|
|
1930
|
Investment Partners
New Philadelphia,
Ohio
|
$1.28M
|
-$183K
|
-570
|
-12%
|
|
|
1931
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.28M
|
+$38.6K
|
+120
|
+3%
|
|
|
1932
|
Dover Advisors
Richmond,
Virginia
|
$1.28M
|
+$8.04K
|
+25
|
+0.6%
|
|
|
1933
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.28M
|
-$106K
|
-330
|
-7%
|
|
|
1934
|
Point72 Asset Management
Stamford,
Connecticut
|
$1.28M
|
+$1.36M
|
+4,229
|
New
|
|
|
1935
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.28M
|
+$169K
|
+527
|
+14%
|
|
|
1936
|
Human Investing
Lake Oswego,
Oregon
|
$1.27M
|
-$88.1K
|
-274
|
-6%
|
|
|
1937
|
First Financial Corp
Terre Haute,
Indiana
|
$1.27M
|
+$333K
|
+1,036
|
+33%
|
|
|
1938
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$1.27M
|
-$643K
|
-2,000
|
-32%
|
|
|
1939
|
Opus Investment Management
Worcester,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
1940
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$1.27M
|
-$428K
|
-1,330
|
-24%
|
|
|
1941
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$1.26M
|
-$99.4K
|
-309
|
-7%
|
|
|
1942
|
Warther Private Wealth
Akron,
Ohio
|
$1.26M
|
-$915K
|
-2,845
|
-41%
|
|
|
1943
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.26M
|
+$8.04K
|
+25
|
+0.6%
|
|
|
1944
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.26M
|
-$96.8K
|
-301
|
-7%
|
|
|
1945
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.26M
|
+$74K
|
+230
|
+6%
|
|
|
1946
|
Prosperity Financial Group
San Ramon,
California
|
$1.25M
|
+$34.7K
|
+108
|
+3%
|
|
|
1947
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.25M
|
-$6.75K
|
-21
|
-0.5%
|
|
|
1948
|
Union Savings Bank
Litchfield,
Connecticut
|
$1.25M
|
–
|
–
|
–
|
|
|
1949
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.25M
|
+$100K
|
+311
|
+8%
|
|
|
1950
|
Clean Yield Group
Norwich,
Vermont
|
$1.25M
|
-$28.3K
|
-88
|
-2%
|
|
